Early access
Client, engagement, and checklist tracking
Available in the early-access workspace.
For bookkeepers
Organize a client request without hiding the release limits.
A role-specific way to evaluate the current product contract before changing a live client process.
Evaluation lens
Test the workflow with a reversible first step.
Use a sample engagement to decide whether the released catalog fits your process. Keep production channels in place for anything still gated.
- Can the released catalog fit a small, reversible evaluation?
- Which workflows must stay in your current production process?
- Is every release boundary clear before you involve a client?
Catalog-backed
What this role can evaluate now
Every card below copies its label, release state, and public note from the current product catalog.
Early access
Magic-link client portal
Portal links and checklist views are available in early access.
Early access
Preparation summaries
On-demand summaries are available in the workspace.
Keep current channels
What remains certification-pending
These entries are visible for planning only. Their production lifecycle is not released.
Certification pending
Client and staff file uploads
Storage credentials and the end-to-end upload lifecycle are being certified before release.
Certification pending
Reminder email delivery
Provider authentication and delivery evidence are being certified before release.
Certification pending
Multi-seat role-based access
Team invitation and permission lifecycles are not publicly released.
Certification pending
Paid checkout and subscription lifecycle
Checkout stays closed until organization binding and provider lifecycle tests pass.
Safe evaluation
Start small. Keep the gate visible.
For evaluating the workspace with up to 3 active clients.
- Plan
- Free
- Active clients
- 3
Paid checkout is not open yet. The Pro catalog is a preview and no payment can be started from DocScoop today.
For bookkeepers
Evaluate the released workspace, not the preview.
Start with the current Free catalog. Every capability keeps its catalog state, and commerce is currently closed.