DocNag press kit
Everything you need to list or write about DocNag. Contact: [email protected].
About, in short
Tagline: Stop chasing clients for documents.
One sentence: DocNag gives each client one private upload link and sends automatic reminders for the documents still missing, for solo bookkeepers and tax preparers.
Paragraph: DocNag helps bookkeepers and tax preparers collect documents from clients without chasing. List what you need, send one private link (no client login, works on a phone), and DocNag tracks the checklist and sends reminders until everything is in. Requests can repeat monthly, and you are notified when documents arrive. Uploaded files are encrypted at rest and deleted automatically. Pricing is flat: free for 3 active requests, $19/month for 25, $39/month for 100, month to month.
Honest status: DocNag launched in October 2026. It is new, independent and bootstrapped, and has no accounting-software integrations yet.
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Screenshots (sample data)
Screenshots use invented client names.