Reviewed product guidance
What is DocScoop?
A plain-language overview of the early-access workspace and its release gates.
Client, engagement, and checklist tracking: availableMagic-link client portal: availablePreparation summaries: available
Purpose
DocScoop is an early-access document workflow workspace for accounting and bookkeeping firms. It records clients, engagements, checklist state, portal links, and preparation summaries in one place.
Release gates
The workspace tracker, magic-link portal, and on-demand preparation summaries are available. File uploads, provider-authenticated reminder delivery, team role lifecycles, and paid checkout remain certification-pending until their published gates pass.