Stop chasing clients for documents.

Send one secure link. Clients upload with no login, AI sorts every file to your checklist, and reminders follow up automatically — until everything arrives.

You send a linkClient uploads — no loginAI sorts every fileDone — no chasing
Free plan — no cardSet up in 5 minutesEncrypted end to end
docfury.com/requests
Sarah uploaded 1 fileAI matched it to 1099-INT · just now
Reminder sent automaticallyemail + text · zero effort from you
2,000+professionals on docfury
500K+documents collected
60%less time spent chasing
2.1 daysavg. request completion

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.

scan_0142.pdfW-2 · 98% matchIMG_2201.jpgPassport · 99% match

Automated reminders

Follow-ups by email and text, timed so clients never forget. They fire on their own — you never send a "just checking in" again.

Day 3 Gentle nudge · opened
Day 7 Follow-up · scheduled

No-login client portal

Clients upload through a private link. No account, no password. Drag, drop, done — from any device or browser.

Progress tracking

See exactly which documents are pending, uploaded, or still missing — every client, every request, on one dashboard.

Chen — Tax 202575%
Reyes — Intake100%
Malik — Monthly40%

Up and running in minutes.

Three steps from setup to a completely organised client inbox.

1

Create a document request

Choose a built-in template for tax returns, bookkeeping, or legal intake — or build a custom checklist in seconds.

2

Send a secure link

docfury emails and texts a one-click upload link. No login or portal account — clients upload from any phone or desktop.

3

Files arrive, already organised

AI classifies each file and marks it off the checklist. Reminders fire automatically for anything still missing.

★★★★★
"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."
SRSarah R.Operations Lead, Mid-size CPA Firm

Simple, transparent pricing.

Start free. Upgrade when you need more. No surprises, no long-term contracts.

Free

Get started with the essentials at no cost.

$0/mo
Get started free
  • 1 user seat
  • Up to 3 requests per month
  • Basic checklist templates
  • Automated email reminders
Most popular

Solo

For solo practitioners who mean business.

$29/mo
Start 14-day free trial
No credit card required
  • 1 user seat
  • Up to 25 requests per month
  • AI auto-classification
  • Automated email reminders
  • All built-in templates

Practice

For growing firms with multiple team members.

$79/mo
Start 14-day free trial
  • Up to 3 user seats
  • Up to 100 requests per month
  • Everything in Solo
  • Custom branding on portal
  • Priority support

Firm

For larger teams with high document volume.

Custom
Contact sales
  • Unlimited seats
  • Unlimited requests
  • Advanced access controls
  • Custom workflows
  • Dedicated support

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.

Encryption everywhereTLS on every connection — in transit and at rest.
Expiring upload linksLinks auto-expire after 30 days or on completion.
Zero stored credentialsClients never create an account. No password surface.
Audit-ready trackingFull upload log with timestamps and file metadata.
Role-based accessFirm staff see only what they are assigned to.
Encrypted storageFiles stored in private buckets with access control.

Your next client file, complete — without a single follow-up email.

Send your first request in the next five minutes. Clients get one simple link; you get every document, sorted and tracked.

Free plan · No credit card · 14-day trial on paid plans