Available in Oakland, CA

The Zero-Friction Client Portal for Oakland CPAs

Stop forcing your local clients to remember passwords. Collect tax documents instantly with secure SMS magic links.

Your clients in Oakland hate passwords. We use secure, self-destructing SMS links so they can upload W-2s right from their phones.

Stop using email. Protect your firm with IRS Pub 1075 compliant encryption and decentralized document vaults.

DocuChase automatically sends gentle reminders to your clients until they upload their forms. Get your Friday evenings back.

Join the top accounting firms in Oakland.

Setup takes less than 5 minutes. No credit card required to start collecting documents securely.