Frequently asked questions
Everything you need to know about collecting client documents with docfury, including AI classification, security, pricing, and how it stacks up against the alternatives.
General
What is docfury?
docfury is AI-powered document collection software for accountants, lawyers, bookkeepers, and agencies. It lets professionals send a secure upload link to clients, no login required, and automatically classifies, tracks, and sends reminders until every document is received.
Does my client need to create an account to upload documents?
No. Clients click a private secure link and upload directly from any device. No account creation, login, password, or app download is required for the client.
Features
How does docfury's AI document classification work?
When a client uploads a file, docfury's AI automatically identifies the document type (W-2, 1099, passport, bank statement, receipt, and more) and matches it to the correct item on your checklist. No manual sorting is required.
How do automated reminders work in docfury?
docfury sends automated follow-up messages to clients at Day 3, Day 7, and Day 14 after a request is opened, for any documents still missing. These reminders fire automatically without any manual action from the professional.
Security
How does docfury handle security for sensitive documents?
docfury encrypts all files in transit and at rest. Additional security features include expiring upload links, zero stored client credentials, role-based access controls for team members, and an audit trail of every upload event.
Pricing and Plans
Is there a free plan for docfury?
Yes. docfury's free plan supports 1 user seat and up to 3 active document requests, with basic templates and automated reminders. No credit card is required.
Comparison
How does docfury compare to TaxDome?
TaxDome is a full practice management platform covering billing, e-signatures, and workflow automation. docfury is focused specifically on document collection. docfury does not require clients to log in (TaxDome's client portal does), includes AI document classification (TaxDome does not), and starts at $0 versus TaxDome's approximate $50 per user per month.
Getting Started
How long does it take to sign up for docfury?
Signing up takes about 30 seconds. Enter your name, email, and a password to create an account. No credit card or approval wait is required to start on the Free plan.
How long does it take to set up docfury?
Most users are up and running in under 10 minutes using docfury's built-in templates for tax returns, bookkeeping, and legal intake.
What types of documents does docfury recognize automatically?
docfury's AI classifies common professional documents including W-2s, 1099s (MISC, NEC, INT), K-1s, government IDs (driver's licenses, passports), bank statements, pay stubs, invoices, receipts, and signed agreements.
See the full comparison page for more on how docfury stacks up, or start free.