Terms of service

Last updated 4 November 2026. Short on purpose; if something is unclear, write to [email protected].

  • What DocNag is. A tool for bookkeepers and tax preparers to request documents from their clients by private link and send reminders. It is not an archive, accounting software, or tax or legal advice.
  • Your responsibility. You decide what to request and from whom. You need a legitimate relationship with each client you email, and you must not use DocNag to send spam, harass anyone, impersonate others or collect anything unlawful.
  • Your files. Documents your clients upload remain yours and theirs. We store them only to deliver them to you, encrypted, and delete them automatically (see how we handle documents). Download what you need to keep.
  • Plans and billing. Free for 3 active requests. Paid plans are $19/month (25 active requests) and $39/month (100 active requests), billed monthly through Polar, our merchant of record. Prices are in US dollars and may change for new billing periods; we will tell you first.
  • Cancelling. You can stop at any time and delete your requests. To cancel or ask about a charge, email [email protected] and we will sort it out.
  • Availability. DocNag is a small independent product and is provided as is. We aim to keep it running but do not promise uninterrupted service, and our liability is limited to the amount you paid us in the last 12 months.
  • Ending access. We may suspend accounts that break these terms or abuse the service.
  • Changes. If we change these terms in a material way we will update the date above and, for paying customers, email you.

DocNag, 400 Rella Blvd, Ste. 123-56, Montebello, NY 10901, United States.

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