---
description: Learn how ChaseDocs can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: ChaseDocs Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/284/document-management/software) > [ChaseDocs](/software/2166639/chasedocs)

# ChaseDocs

Canonical: https://www.getapp.co.nz/software/2166639/chasedocs

> ChaseDocs collects client documents over WhatsApp and email. Send one branded, no-login link; automated reminders chase until every item is in; AI validates each upload for type, period, readability and completeness. Files land in your own Google Drive, renamed to your convention.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of ChaseDocs

\- Stop writing "just checking in":
Automated reminders chase clients on your behalf until every item is in, so follow-up stops being a task on someone's list.

- Meet clients where they reply:
Requests arrive over WhatsApp, not buried in an inbox. Clients upload from their phone with no account and no password, which removes the single biggest reason document collection stalls.

- Catch wrong documents before you do:
AI reads every upload and checks type, period, readability and completeness. The wrong quarter's bank statement gets flagged and re-requested automatically instead of surfacing a week later.

- Stop renaming files by hand:
Accepted documents are renamed to a consistent convention as they land, so your folders stay searchable without anyone maintaining them.

- Keep your files in your own storage:
Documents go straight into your firm's Google Drive, in your structure, under your account. No migration risk, no vendor holding your client records, and no new place for staff to look.

- See every open request at a glance:
One dashboard shows what has been sent, what is waiting on the client, what is awaiting your review, and what is overdue.

- Reuse your packs:
Save any request as a template. The onboarding pack you built once becomes the one you send to every new client.

- Contact clients on a defensible footing:
Consent to contact each client on WhatsApp is recorded with a timestamp, and delivery runs on the official WhatsApp Business Platform.

## About the vendor

- **Company**: ChaseDocs

## Commercial Context

- **Starting Price**: US$79.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: ChaseDocs is subscription software billed per firm. Plans differ by how many seats your team needs and how many people you can be collecting from at the same time. The unit is one person you are collecting from, so a 40-person intake counts as 40, however long each takes to complete.

Solo — $29/month
For independent practitioners.
1 seat. Up to 50 people at a time. WhatsApp and email reminders. Templates and group requests. Full AI validation with auto-naming, period matching and expiry checks. Bring-your-own cloud storage.

Team — $79/month
For growing firms.
Up to 5 seats. Up to 250 people at a time. Custom branding on the client portal. Everything in Solo.

Firm — $149/month
For high-volume practices.
Unlimited seats. Up to 1,000 people at a time. Audit log showing who did what and when. Everything in Team.

Every plan includes the full AI validation pipeline. Validation is not gated to a higher tier: period matching runs on every readable upload, and expiry checks run wherever a document type carries an expiry window.

Every plan is bring-your-own storage. Documents land in your firm's own Google Drive, under your account, so there is no per-gigabyte storage charge and no migration cost if you leave.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Belgium, Canada, France, Germany, Indonesia, Malaysia, Netherlands, Singapore, United Kingdom, United States

## Features

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Compliance Management
- Customisable Branding
- Customisable Templates
- Document Capture
- Document Classification
- Document Storage
- Drag & Drop
- Metadata Extraction
- Mobile Access
- Optical Character Recognition
- Real-Time Notifications
- Reminders
- Role-Based Permissions
- Secure Data Storage
- Status Tracking

## Integrations (1 total)

- Google Drive

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Document Management Software](https://www.getapp.co.nz/directory/284/document-management/software)

## Alternatives

1. [Google Docs](https://www.getapp.co.nz/software/91392/google-docs) — 4.7/5 (29195 reviews)
2. [Google Drive](https://www.getapp.co.nz/software/90762/google-drive) — 4.8/5 (28619 reviews)
3. [Google Workspace](https://www.getapp.co.nz/software/90761/google-apps-for-business) — 4.7/5 (17708 reviews)
4. [OneDrive](https://www.getapp.co.nz/software/91652/onedrive) — 4.5/5 (12871 reviews)
5. [Microsoft Word](https://www.getapp.co.nz/software/91382/microsoft-word) — 4.7/5 (2905 reviews)

## Links

- [View on GetApp](https://www.getapp.co.nz/software/2166639/chasedocs)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/chasedocs/> |
| en-AE | <https://www.getapp.ae/software/2166639/chasedocs> |
| en-AU | <https://www.getapp.com.au/software/2166639/chasedocs> |
| en-CA | <https://www.getapp.ca/software/2166639/chasedocs> |
| en-GB | <https://www.getapp.co.uk/software/2166639/chasedocs> |
| en-IE | <https://www.getapp.ie/software/2166639/chasedocs> |
| en-NZ | <https://www.getapp.co.nz/software/2166639/chasedocs> |
| en-SG | <https://www.getapp.sg/software/2166639/chasedocs> |
| en-ZA | <https://www.getapp.za.com/software/2166639/chasedocs> |

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