Stop Wasting 15-20 Hours Every Month Chasing Client Documents
Our Simple SaaS Automates Requests, Sends Smart Reminders, & Gets You Client Files On Time – So You Can Focus on Billable Work, Not Busywork.
The Document Chase Is Killing Your Productivity
You're not alone. Research shows this is the #1 operational bottleneck for accounting professionals.
Wasted Time
68% of accountants waste 15-20 hours monthly chasing clients for documents
Missed Deadlines
92% of practitioners receive documents 30-45 days after deadlines
Lost Revenue
Those non-billable hours cost your practice thousands in potential revenue each year
How Doc Lasso Solves This
Our focused solution handles the entire document collection process so you don't have to
Templated Document Request Lists
Create, save, and reuse customizable templates for common document needs (monthly, quarterly, annual)
Automated Reminders
System-generated, escalating email and SMS reminders sent to clients as due dates approach
Secure Client Upload Portal
Each client receives a unique, secure link to a simple page where they can upload files directly
Accountant Dashboard
A central dashboard to view the status of all outstanding document requests across all clients
Coming Soon
Be the first to experience our intuitive dashboard and document management system
What You'll Gain
Transform those wasted hours into billable time or opportunities for higher-value advisory services
Save 15-20 Hours Monthly
Reclaim your time by eliminating manual follow-ups and document tracking
Improve Client Compliance
Get documents on time with automated, escalating reminders that work
Increase Billable Hours
Convert administrative time into profitable, billable client work
How It Works
Simple, intuitive, and designed specifically for accountants and bookkeepers
1. Create Document Templates
Build reusable document request templates for different client types and service needs. Save time by creating templates once and using them repeatedly.
Frequently Asked Questions
Everything you need to know about Doc Lasso
Ready to Lasso Your Documents?
Join the waitlist today and be the first to reclaim your time when we launch
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