Frequently asked questions

No. Each request has a unique, expiring link. Your client opens it from their phone, sees the checklist and uploads files directly. No password, no app, no onboarding.

PDF, JPG and PNG up to 25MB per file. The server validates the actual file signature, not just the extension, before storing the file.

By default, DocChase schedules emails at 7 days before, 3 days before, 1 day before, on the due date and one day after. You can edit the offsets and the message tone in Settings, or turn reminders off for the practice.

Yes. Checklists are reusable templates with required and optional items. When you create a request, DocChase copies the items so later template edits do not change requests already sent. Recurring schedules create the next request automatically.

Every query is scoped to your account at the repository level, with a second tenant guard in the service layer. The test suite includes cross-tenant access tests that run in CI against PostgreSQL.

Deleting your account removes client records, requests, files, audit logs and stored objects. You can export a ZIP per client, or a full account ZIP, before deleting. Retention is configurable per practice.

Yes. Set your practice name, brand color and logo URL in Settings. The client portal and reminder emails use them.

Yes, on the Pro and Firma plans. Invite teammates by email from Settings. Roles are owner, admin and member; plan limits apply to the number of users.

Through a Merchant of Record so sales tax and VAT are handled for you. The code ships with a Paddle adapter and a local mock provider for development. Annual billing is two months free.

The MVP is a responsive web app. The portal is mobile-first because clients upload from phones. A mobile app, OCR and accounting integrations are documented as extension points, not included.