All your clients' documents and AI insights in one place
Each client gets a unique email and phone number. Documents arrive, AI organizes them, and you can chat with any document instantly — like having a research assistant that's read every file.
14-day free trial. No credit card required.
Everything you need to collect documents
Stop chasing clients over email. Give them a simple, dedicated way to send what you need.
Branded email + phone
Each client gets a dedicated email and phone number branded to your firm — like jack.yourfirm@docdrop.xyz. No apps to install.
AI-powered file naming
Documents are automatically renamed based on their content — "IMG_4032.jpg" becomes "Bank_Statement_Jan_2026_Chase_xxxx1234.pdf". No manual sorting.
Description capture
Email body text and SMS messages are automatically saved as document descriptions with timestamps — so you always know the context.
Document requests
Send clients a checklist of exactly what you need. They upload each item — you track progress in real time.
Chat with your documents
Ask questions about any document or all of a client's files at once. AI reads the full content and gives you instant answers — like Claude, but with full access to your documents.
Semantic document search
Find any document by meaning, not just keywords. Search "tax documents" and surface W-2s, 1099s, and K-1s — even if the filename doesn't match.
How it works
Three steps from signup to organized documents.
Add a client
Create a client profile and we auto-provision a unique email address and phone number. Your clients can send documents to either one — no apps to install.
They upload documents
Send a branded document request with a checklist. Clients get a white-label upload page with your firm's name and logo — not ours.
AI organizes everything
Documents are auto-renamed based on content. Chat with any document to get instant answers — like having a research assistant that's read every file.
Simple, transparent pricing
Start free for 14 days. No credit card required.
Starter
- 10 clients
- Unique email + phone per client
- AI-powered file naming
- Description capture from emails & texts
- Email & SMS notifications
Pro
- 50 clients
- Everything in Starter
- Google Drive sync
- Document request checklists
- Priority support
Firm
- Unlimited clients
- Everything in Pro
- Google Drive sync
- Document request checklists
- Priority support
Your clients' data is safe with us
We know accountants handle SSNs, bank statements, and tax returns. Security isn't an afterthought — it's foundational to everything we build.
SOC 2 Type II infrastructure
Every provider we use — AWS, Supabase, Anthropic, Stripe, Twilio — maintains independent SOC 2 Type II certification, verified annually by third-party auditors.
AES-256 encryption
Documents are encrypted at rest with AES-256 and in transit with TLS 1.2+. The same encryption standard used by banks and government agencies.
Database-level isolation
Row-level security policies ensure your data is isolated at the database layer. Even application bugs can't expose another user's documents.
Zero AI data retention
Our AI provider never stores, logs, or retains your document content. Data is processed in memory and immediately discarded. Your documents are never used to train AI models.
Verified webhooks
Every inbound email and SMS is cryptographically verified with HMAC-SHA256 signatures before processing. Spoofed or tampered requests are rejected.
Full data control
Delete any document instantly. Delete your account and all data is permanently removed — clients, documents, files, everything. No copies retained.
Switching providers? We'll handle the migration.
Moving from another platform doesn't have to be painful. We'll migrate your data and get you set up — so you can focus on your clients, not the transition.
Data import
We move your existing client list, documents, and history into DocDrop. No manual uploads, no lost files.
Setup & configuration
We configure your branded emails, phone numbers, and document request templates to match your workflow.
Dedicated onboarding
Get a personal onboarding call and hands-on support throughout your transition. We're with you until everything's running smoothly.
Built for accountants, CPAs, and service pros
Stop chasing clients for documents. Give them a simple way to send what you need.
Get started free