What is DocNag?
DocNag collects documents from clients for solo bookkeepers and tax preparers. You list what you need, send one private link, and DocNag reminds the client until everything is in.
How it works
- Create a request from a template (bank statements, tax organizer, month-end) or your own list.
- Send the link. The client opens it on a phone or computer, with no account or password, and uploads each item.
- DocNag emails reminders for what is still missing and tells you when documents arrive. Requests can repeat monthly.
See it in action, no signup Start free
Who runs it
DocNag is a small independent product, not a large vendor. It launched in October 2026 and has no accounting-software integrations yet. Questions go to [email protected] and a person reads every one. Mail: 400 Rella Blvd, Ste. 123-56, Montebello, NY 10901, United States.
What does it cost?
Free for 3 active requests, no card. $19/month for 25 active requests, $39/month for 100. Month to month, flat, not per user. Payments are handled by Polar, so we never see card numbers. Pricing details
How are client files handled?
Files are encrypted before they are written to disk, upload links are long, random and private to one request, and files are deleted automatically (7 days after you download, 60 days after upload). Read the privacy policy.
Is it right for me?
It fits if you chase clients for statements, receipts or organizers by email. It is not a full client portal with logins, contracts or invoicing; see client portal or link and our honest comparisons with Financial Cents, Content Snare and others.