Features

Everything you need to stop chasing.

DocScoop is deliberately focused: document collection, done well. Here's exactly what's in the product.

Client portal

Send one magic link per engagement. Clients see exactly what's needed and upload in under a minute — no login, no app, no friction.

  • Magic-link access, no password required
  • Per-engagement checklist with clear upload targets
  • Progress indicator showing complete vs missing
  • Mobile-friendly uploads (PDFs, images, spreadsheets)

Checklist templates

Apply the right checklist to every engagement. Start with built-in templates for monthly bookkeeping, year-end close, and tax prep — then customize as your firm grows.

  • Built-in templates for the three most common engagement types
  • Unlimited custom templates on the Pro plan
  • Per-item metadata: required, document type, description
  • Reorder and clone templates in seconds

Automated reminders

Stop writing follow-up emails. DocScoop sends reminders on your cadence — gentle, firm, and final — and records every send against the engagement.

  • Configurable reminder cadences
  • No duplicate sends for the same window
  • Branded Brevo-delivered email with missing-item list
  • Manual send from staff UI whenever you want

Prep readiness

Know if an engagement is ready before opening the file. Generate a prep summary with a single click — counts, missing items, last client activity.

  • One-click prep summary per engagement
  • Missing / required / received counts at a glance
  • Last client activity timestamp
  • Snapshot of reminder history

Team dashboard

Every engagement, every status, one view. See what's awaiting client, partially received, ready for prep, or overdue — without opening a spreadsheet.

  • Counters: active clients, awaiting client, overdue, ready for prep
  • Recent activity feed across the workspace
  • Status filters on clients and engagements
  • Up to 10 team seats on Pro

Secure by default

Sensitive financial files deserve better than email attachments. DocScoop stores uploads in encrypted object storage and scopes access to a single engagement.

  • Encrypted object storage with presigned URLs
  • JWT-authenticated staff API
  • High-entropy portal tokens, scoped per engagement
  • Audit logging on every mutation

Looking for a specific capability? See pricing for plan limits or how DocScoop compares to other tools.

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