DocNag FAQ
Short, factual answers. Last checked 9 November 2026.
What is DocNag?
A tool for solo bookkeepers and tax preparers. You send a client a checklist by private link, they upload each item from any phone, and DocNag reminds them about whatever is still missing.
Do my clients need an account or pay anything?
No. They open the private link and upload. Nothing to sign up for, and clients never pay.
How often are reminders sent?
Every 3 days, up to 6 times, with firmer wording near the end. They list only what is still missing and stop once everything is in. You can pause them any time.
How much does it cost?
Free for 3 active requests (no card). Solo is $19/month for up to 25 active requests and Small firm is $39/month for up to 100, both with a 14-day free trial. There are no per-client or per-seat fees. Prices are in US dollars; see the pricing page.
What counts as an active request?
One checklist sent to one client that you have not closed. Close a finished request and the slot frees up.
How is billing handled and how do I cancel?
Monthly through Polar, our merchant of record, so DocNag never sees card numbers. To cancel or ask about a charge, email [email protected]. See the terms.
What happens to uploaded files?
Files are encrypted before they are written to disk. They are deleted 7 days after you download them, and in any case after a fixed maximum period from upload (see how DocNag handles documents). Deleting a request removes its files immediately. DocNag is a collection tool, not a long-term archive, so download what you need.
Can I try it without signing up?
Yes. The 60-second demo shows what your client sees and what you see, with sample data.
Who runs DocNag and how do I reach them?
DocNag is a small independent product. Write to [email protected] or see about.
What does DocNag not do?
Not included yet: accounting-software integrations (QuickBooks, Xero), e-signatures, custom branding and SMS reminders. Reminders go by email on a fixed schedule, and files are not kept long-term. Dated list: see the changelog.
How does it compare with other tools?
Most document-collection tools bill per user or per client. See the dated pricing comparison with sources.