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Stop chasing clients for documents. Start receiving the right ones.
Docs In asks every client for what they owe your practice each period, checks each file on arrival, bounces the wrong ones with a reason, and reminds until the list is complete. One board shows what is still outstanding across the whole practice.
The problem
A request form accepts whatever the client drags in: the wrong month, a credit card statement where a bank statement was asked for, a photo of half a receipt. Someone on your team still opens every file to find out.
Chasing a client for the third time is awkward, so it slips, and the close slips with it. Meanwhile the status of the month lives in a dozen email threads and a spreadsheet, and the question of whether a client is ready to close takes ten minutes to answer.
Checked on arrival
Each upload is compared with the request: is this a bank statement or a card statement, which account, which period, is every page present and readable. A mismatch goes straight back to the client with a plain explanation they can act on.
Chased without you
Each request goes out under your practice’s name with a private upload link. Three reminders by default, spaced for the deadline, until the list is complete.
One board
Every client, every item, and whether it is received, waiting or wrong. Clean files land in a folder per client and period, named consistently and downloadable in one go.
Clients receive a private link and upload from any device.
Bank statements, card statements, receipts over a threshold, payroll and sales reports, monthly, quarterly or at year end.
How it works
Set up each client’s list once: whatever that client owes you every month, quarter or year end.
Clients upload through a private link. Every file is checked on arrival, and the wrong ones are returned with a reason.
Reminders escalate on their own, and the board tells you what is left. Clean files are filed per client and period.
Pricing
A two person practice with sixty clients is exactly who Docs In is for, so it is priced on active clients with unlimited staff. Prices are in US dollars; Paddle, our reseller, bills in your local currency and adds tax where it applies.
a month
Up to 40 active clients, unlimited staff and requests, file checking on every upload, price held for as long as you stay, 30 day money back guarantee.
a month
Up to 150 active clients. Opens after the founding places are filled.
Subscriptions are sold and billed by Paddle.com, our reseller and merchant of record. Cancel at any time from your account. The billing and refunds page, linked at the foot of this page, sets out the full terms.
Privacy and trust
Your clients trust your practice with their statements. Docs In is built around that.
Read the privacy policyDocuments will be stored encrypted at rest, in a database region in the European Union, with each practice’s data separated from every other practice’s.
Access is limited to the people in your practice.
Deletion requests are completed within 30 days. A data processing agreement is drafted with founding members before access opens.
It reads each uploaded file and compares it with the request: document type, account, period, and whether every page is present and readable. A mismatch is bounced to the client with a plain explanation. It does not do your bookkeeping and it does not post anything to your ledger.
No. They receive a private link and upload from any device. Your practice’s name is on every message.
In a folder per client and period inside Docs In, downloadable in one go, with consistent file names. Direct hand off to your document store is on the roadmap, and founding members choose which comes first.
Up to 40 active clients for $39 a month with unlimited staff, kept at that price for as long as you stay subscribed. The Firm plan afterwards is $99 a month for up to 150 active clients.
Paddle.com, our reseller and merchant of record. Paddle bills in your local currency, handles tax and issues your invoices.
Ask for a founding place and we will write when your account opens.