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DocuChase

Stop chasing client documents. DocuChase gives accounting and professional-service firms a client portal that chases documents so you don't have to — automated reminders, drag-and-drop uploads with no client login, and built-in RevSign e-signatures with a court-ready certificate of completion.

AvailableSee DocuChase in actionOpen DocuChaseRun your next engagement on DocuChase — we'll set it up with you.
DocuChase · Request to Signed

Create a request, place the signature fields, and watch the client verify their email, click every spot, and sign — certificate of completion included.

Recorded straight from the live app — real product, no mockups.
The problem

Every engagement starts the same way: a list of documents you need and weeks of "just following up" emails. And when something needs a signature, that's a second tool and a second chase.

Who it’s for
Accounting firmsProfessional-service firmsOffice staffClients who sign
How it works
  • Turn your document list into a live checklist your client sees through a secure, no-login portal link
  • Let reminders go out on your schedule — and stop the moment the work arrives
  • Get it signed with RevSign: place each field, and every signer verifies their email, clicks each spot, and gets stamped onto the document with a full audit trail
How it connects to Canvas

DocuChase runs on the same operating layer as the rest of Revvit, so requests, reminders, and sign-offs live on one track — and the firm dashboard always shows what's still missing and what's at risk.

What you’ll see

A firm dashboard with engagements and at-risk flags, the no-login client portal, click-to-place signature fields, and a certificate of completion carrying the full audit trail.

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Real screens

From First Request To Signed And Certified.

Shown straight from the live app — the firm dashboard, the client portal, and RevSign end to end. Never fake customers or numbers.

An engagement's document checklist with portal link, uploads, and accept/reject review.
An engagement's document checklist with portal link, uploads, and accept/reject review.
What clients see: a no-login portal where files upload the moment they're dropped.
What clients see: a no-login portal where files upload the moment they're dropped.
RevSign field placement — click exactly where signatures, initials, and dates go.
RevSign field placement — click exactly where signatures, initials, and dates go.
Signers click every highlighted spot — signature and date land right on the document's own lines.
Signers click every highlighted spot — signature and date land right on the document's own lines.
A completed request with its full audit trail.
A completed request with its full audit trail.
Staff roles and permissions — control who sees what.
Staff roles and permissions — control who sees what.
Security

Documents are AES-256-GCM encrypted at rest, signing links require emailed one-time-code verification, admin accounts enforce two-factor authentication, and every signature carries a tamper-evident audit trail. Retention policies purge file contents automatically after your chosen window while preserving the audit record.

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