Stop chasing clients for documents.
DocFury helps accountants, lawyers, bookkeepers, and agencies collect client files through secure request links, no-login uploads, AI-assisted sorting, missing-item tracking, and automatic reminders.
Four things that make all the difference.
Built for accountants, lawyers, and anyone done chasing clients for documents.
AI Classification
Every upload is automatically identified and matched to the right checklist item. W-2, 1099, passport. DocFury knows before you open it.
Smart Reminders
Automated follow-ups at day 3, 7, and 14. Clients get nudged so you never have to pick up the phone again.
No-Login Client Portal
Clients upload via a private link. No account needed. Just drag, drop, and done. From any device.
Progress Tracking
See exactly which documents are pending, uploaded, or still missing. All at a glance on one dashboard.
Up and running in minutes.
Three steps from setup to a completely organised client inbox.
Create a document request
Choose from built-in templates like tax returns, bookkeeping and legal intake, or build a custom checklist in seconds.
Send a secure link to your client
DocFury emails a one-click upload link. No login or portal account required for your client.
Documents arrive, already organised
AI classifies each file and marks it off the checklist. Reminders fire automatically if anything is still missing.
Designed for document-heavy professional work.
DocFury helps firms keep client intake, evidence requests, financial records, and approval files organized.
Accountants
Collect W-2s, 1099s, IDs, receipts, statements, and tax support documents faster, every season.
Law Firms
Request intake forms, client evidence, signed documents, case files, and supporting records, all tracked.
Bookkeeping Firms
Track monthly statements, invoices, payroll files, and recurring client uploads without the follow-up.
Agencies
Collect brand assets, campaign inputs, approvals, contracts, and creative documents in one place.
Security that lives up to the trust placed in you.
When someone hands you their passport, finances, or legal documents, they're trusting you. DocFury makes sure that trust is never misplaced.
“DocFury handles the messy middle of client work: getting the right documents from the right people before deadlines slip. We cut our collection time by more than half.”
Simple, transparent pricing.
Start free. Upgrade when you need more. No surprises, no long-term contracts.
- ✓1 user seat
- ✓Up to 3 active requests
- ✓Basic checklist templates
- ✓Auto reminders
- ✓1 user seat
- ✓Up to 25 active requests
- ✓AI auto-classification
- ✓Smart reminders (Day 3, 7, 14)
- ✓All built-in templates
- ✓Up to 3 user seats
- ✓Up to 100 active requests
- ✓Everything in Solo
- ✓Custom branding on portal
- ✓Priority support
- ✓Unlimited seats
- ✓Unlimited requests
- ✓Advanced access controls
- ✓Custom workflows
- ✓Dedicated support
Collect complete client files with less follow-up.
Give every client one simple upload link and give your team one reliable place to track what is received, missing, and ready for review.