Collect client documents by magic link. Free for solo bookkeepers.
Stop chasing clients for documents. Send each client one secure link with a checklist. They upload from their phone, no account needed. DocNag tracks what's missing and sends the follow-ups, so you don't have to be the nag.
Ready now? Start free. Free plan: 3 active requests, no card, no client logins.
Three steps. Then it runs itself.
No client logins, no portal to learn, no chasing by hand.
Make a checklist
Type what you need, one item per line, and add the client's email. Tick "repeat monthly" and it goes out on its own every month.
Client uploads
They get a private link that works on any phone. Each item uploads separately, or they mark "I don't have this".
DocNag follows up
Polite reminders every few days, firmer at the end, only for what's still missing. You see progress at a glance.
“Reminders win, but it turns me into a nag.”A bookkeeper on r/Accounting, on chasing monthly documents
Built for the one job.
Practice-management suites do a hundred things. DocNag does the part that eats your week.
A long private link per request. Nothing to sign up for or forget.
Every 3 days, tone gets firmer, stops when complete. Pause any time.
See what's in, what's missing, and who's gone quiet.
Clients can say so, with a note, so you stop waiting on things that don't exist.
Set it up once. The same checklist goes to the client every month, with a fresh due date.
One monthly price, not per client and not per seat.
Flat price beats per-client price.
Some tools bill per client. That adds up quickly as your book grows.
Per-client pricing, 30 clients
at roughly $10 per client, a rate some tools charge
DocNag Solo, up to 25 active requests
or $39/mo for up to 100
Simple pricing
Start free. Upgrade when you outgrow it. Cancel any time.
Who is behind DocNag
DocNag is a small independent product built for solo bookkeepers and tax preparers, not a large vendor. It launched in October 2026, so it is new and has few customers yet; that is why the free plan needs no card and the demo needs no signup, so you can judge it before trusting it with a client. Questions go to [email protected] and a person reads every one. More about DocNag and what shipped recently. Mail: 400 Rella Blvd, Ste. 123-56, Montebello, NY 10901, United States. Payments are handled by Polar, and the free plan needs no card.
Not sure it fits? Tell us why (one question)
Your clients' documents are handled carefully.
- Files are encrypted before they're written to disk.
- Automatic deletion: 7 days after you download, 60 days after upload.
- Upload links are long, random and private to one request.
- Payments run through Polar, so we never see card numbers.
Thinking about your options?
Honest guides and side-by-side comparisons.
The three types of tool and the criteria that matter.
When a full portal is worth it, and when it is not.
Automatic reminders, contracts and price.
Limits, pricing and when each fits.
What works in practice.
Make it work, and know when to stop.
Every step in order, as Excel, CSV or print.
What to gather before the tax appointment.
Excel with totals, CSV or print for the car.
Excel that works out the difference for you.
Due dates for any tax year, with calendar download.
Free letter with a document deadline and late-fee clause.
Build a document list, share it as a link or paste it on your site.
Plus tax documents by occupation.
TaxDome, Double and more.
Questions
Do my clients need an account?
No. They open the link from your email, upload each file, and they're done. It works on a phone.
What happens to the files?
They're encrypted at rest. Download what you need and keep it in your own system. DocNag is a collection tool, not an archive, so files are deleted automatically.
How often are reminders sent?
Every 3 days, up to 6 times, with firmer wording near the end. They only list what's still missing and stop once everything is in. You can pause or send one manually.
Can I cancel any time?
Yes. Manage or cancel your plan from the Plan page. If you cancel, you drop back to the Free plan.
Who do I contact for help?
Email [email protected]. We read every message.
Does it connect to QuickBooks or Xero?
Not yet. DocNag focuses on one job: collecting the documents. You download them and drop them wherever you already work.