Your AI assistant that chases clients for tax documents — so your staff doesn’t have to.

DocHound reads your PBC list, sends polite-but-persistent follow-ups from your firm’s email, tracks every document that lands, and only escalates the stragglers. Built for firms of 2–15. No migration. Live in one afternoon.

69% of accounting firms report delays getting documents from clients — and only 25% receive them within 1–3 days of asking. The Sep 15 / Oct 15 extension deadlines don’t care.

Get early access — founding firms lock $149/mo

Limited founding cohort before extension season. No card required.

69%

of firms report delayed client docs

1 in 4

firms get docs within 1–3 days — the rest wait

$149/mo

flat per firm — not per seat

Sound familiar?

The return is ready to file — except for the three documents the client keeps promising to send.

📧

“Just checking in on that W-2…” — the third hand-written reminder this week. Multiply by 400 clients and chasing becomes a part-time job nobody billed for.

⏳

69% of firms report delays getting documents from clients (2025 Accounting Industry Report). Only 25% receive docs within 1–3 days — 1 in 5 wait weeks or even months.

📥

“Sent everything!” — except the K-1 and one 1099. Now someone has to open the attachments, reconcile them against the list, and write yet another awkward email.

🔥

Burnout is the quiet cost. 99% of accountants report some level of burnout, and busy season is the trigger. Doc-chasing is the most automatable piece of it — and the least automated.

How DocHound works

Not another portal your clients ignore. An agent that does the chasing — on top of the stack you already run.

📋

Send your PBC list

Organizer, PBC list, or a CSV export from TaxDome, Canopy, or Karbon. DocHound turns it into a per-client checklist — W-2s, 1099s, K-1s, prior-year returns, all of it. No migration, nothing to install.

🐶

It chases — like a human would

Personalized follow-ups go out from your firm’s email, in your tone. DocHound reads the replies: marks what arrived, re-asks only for what’s missing, answers simple questions, and tightens the tone as Sep 15 / Oct 15 gets closer.

✅

You see who still owes what

One live view: every client, every outstanding document, every promise made. Clients upload straight to your portal or Drive — sensitive docs never touch our servers. Only true stragglers get escalated to a human.

Reminder schedulers wait. DocHound works.

Suites make you migrate the whole firm and pay per seat. Reminder tools fire on a schedule and can’t read a reply. Neither one actually does the chasing.

Option	Real cost	The catch
TaxDome	$800–$1,200 /user/year, paid upfront	Full-suite migration; reminders are a fixed schedule, staff still manages the chase
Canopy	$150/mo base + per-user modules	Doc requests are one feature inside a suite you must adopt whole
Karbon	$59–$99 /user/month	Portal waits for clients to show up — the chasing is still yours
Content Snare	$35–$129 /month	Static reminders on a timer: can’t read replies, reconcile, or adapt tone
DocHound	$149/mo flat per firm	An agent that does the chasing — on top of your current stack

Flat per firm. Never per seat.

Incumbents charge $800–$1,200 per user per year. DocHound prices like what it replaces: the chasing work — not your headcount.

Founding rate

Firm

$149 /month

Founding firms: $97 setup, rate locked

Up to 300 active clients
Follow-ups from your firm’s email, your tone
Reads replies, reconciles received vs. missing
Deadline-aware tone (Mar 15 / Apr 15 / Sep 15 / Oct 15)
Live “who owes what” dashboard
Cancel anytime — no annual contract

Practice

$299 /month

For firms up to 1,000 active clients

Everything in Firm
Up to 1,000 active clients
Multiple PBC lists & engagement types
Bookkeeping monthly-close chasing included
Priority support during deadline weeks

No subscription

Season Pass

$599 one-time

One filing season, start to deadline

Everything in Firm, for one season
Covers extension season (Aug–Oct 15) or spring (Jan–Apr 15)
No recurring charge, no auto-renew
Upgrade to monthly anytime, pass credited

Questions

No. You approve the templates and tone once, up front. After that DocHound runs autonomously inside those guardrails — and anything unusual (an upset client, a complex question, a dispute) is escalated to you instead of answered. Every message it sends is logged and visible.

Never. DocHound’s emails point clients to upload into your portal or Drive — TaxDome, Canopy, Karbon, SharePoint, wherever you already collect documents. We track what arrived; we don’t receive or store the documents themselves. Sensitive data stays inside your existing stack.

No migration, ever. DocHound sits on top of your current stack: it ingests the PBC list or organizer export you already produce, and sends email in your firm’s name. Keep your suite for everything else — DocHound just takes over the chasing.

Reminder tools fire on a schedule, no matter what happened. DocHound reads the response: when a client replies “all attached!” but the K-1 is missing, it notices, thanks them, and asks for just the K-1. It reconciles received vs. outstanding, adapts tone as the deadline approaches, and stops the moment the list is complete. A cron job reminds; an agent chases.

That’s exactly the window. Setup is one afternoon: send a PBC list, approve the templates, go live. Firms that start before the Sep 15 / Oct 15 crunch hit the deadline with the chase already running — and have everything trained on their tone before January.

The first cohort of firms gets white-glove onboarding (we set up your first PBC list with you), direct input on the roadmap, and the $149/mo rate locked for as long as you stay — with a one-time $97 setup. The cohort is capped so we can stay hands-on. Joining the list costs nothing and reserves your spot.