Features
Released features and gated workflows, side by side.
DocScoop is deliberately explicit about what can be evaluated today and what still needs production certification.
On this page
Request setup (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 monthly bookkeeping, year-end close, and tax prep
- Custom templates in the current workspace
- Per-item metadata: required, document type, description
- Reusable per-workspace checklist definitions
Client portal
Generate an engagement-scoped magic link so a client can view the requested checklist without creating an account.
- Magic-link access, no password required
- Per-engagement checklist with clear requested items
- Progress indicator showing complete vs missing
- File delivery remains certification-pending
Review & fixes
Review the document status recorded in the workspace; replacement delivery remains certification-pending.
- Review an item's recorded document status
- Record a client-facing reason when requesting a replacement
- Keep saved review decisions in the item's history
- File replacement delivery remains certification-pending
Readiness & prep summary
Generate an on-demand summary of the checklist and activity state currently recorded in DocScoop.
- One-click prep summary per engagement
- Recorded missing / required / complete counts at a glance
- Last recorded client activity timestamp
- Snapshot of existing reminder records
Today queue
Review client and engagement state recorded in one workspace, with failed reads separated from genuine empty or zero states.
- Counters: active clients, awaiting client, overdue, ready for prep
- Recent activity feed across the workspace
- Status filters on engagements
- Failed reads remain distinct from empty or zero states
Reminders
The engagement UI and reminder history model exist, but provider-authenticated email delivery remains certification-pending.
- Delivery action is disabled while the gate is closed
- Provider authentication must pass before release
- Duplicate and failure behavior requires lifecycle evidence
- Existing reminder records remain visible in engagement history
Access & storage
The design uses private object storage, time-limited URLs, staff authentication, and engagement-scoped portal access. The upload lifecycle is not released yet.
- Private object-storage design with time-limited presigned URLs
- JWT-authenticated staff API with organization and record ownership checks
- High-entropy portal tokens, scoped per engagement
- Multi-seat invitation and role lifecycle remains certification-pending
Ready to see it in your workflow?
Free early access is available; every gated workflow is labelled before use.