Tax and accounting firms waste significant staff time chasing clients for tax documents, reducing billable hours.

No automated system exists that proactively requests, tracks, and follows up on document collection from clients, forcing manual chase.

Severity

4High

Willingness to Pay

implied

Added

Jun 9, 2026

App Concept

DocChase Pro

An automated document collection platform that sends smart reminders to clients via email/text, tracks submission status, and escalates to staff only when needed. Integrates with accounting software to know which documents are missing and auto-generates deadline-based follow-ups.

Key Features

Automated document request sequences with customizable timing and channels
Client portal for secure upload with real-time status tracking
Integration with tax prep and accounting software (e.g., QuickBooks, UltraTax)
Dashboard showing outstanding documents per client with aging

Target Users: Tax managers and partners at CPA firms (10-50 staff) handling IRS representation and tax preparation

Revenue Model: $99/mo per firm for up to 5 clients, then $10/mo per additional client

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