Clear answers, tied to the current release contract.
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12 reviewed articles · knowledge base 2026-08-01.1
What is DocScoop?
A plain-language overview of the early-access workspace and its release gates.
Getting started
Create a workspace, add a client, open an engagement, and share a portal link.
Clients and engagements
How firm-side records, checklists, due dates, and workflow status fit together.
Checklist templates
Reuse structured request lists for recurring bookkeeping, close, and tax workflows.
Client portal
How accountless magic links expose a scoped checklist without a client login.
File upload release status
The current gate for client and staff document uploads.
Reminder delivery release status
What reminder history means while provider-authenticated delivery remains gated.
Preparation summaries
Generate an on-demand snapshot of received, missing, and blocked checklist work.
Plans and billing
Free early-access limits, Pro preview pricing, and the closed checkout gate.
Security and data handling
Verified transport, access, hosting, storage, and certification disclosures.
Privacy, export, and deletion
What data is used and how to request access, export, or deletion.
Troubleshooting and support
Safe first checks and the right contact for product, privacy, legal, or security help.
Help content is checked against the public product catalog, security disclosure, privacy policy, and terms. Certification-pending features stay labelled as unavailable.