---
description: Learn more about ChaseDocs price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: ChaseDocs Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/30063/document-management/software) > [ChaseDocs](/software/1114098/ChaseDocs)

# ChaseDocs

Canonical: https://www.capterra.co.nz/software/1114098/ChaseDocs

> Document collection software for professional firms. Clients upload via a branded WhatsApp link. AI validates and files them to Drive.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses ChaseDocs?

Professional services firms that collect recurring documents from clients, like accounting, tax, legal, immigration, corporate secretarial, travel, insurance, and consulting practices worldwide.

## 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
- Customisable Templates
- Document Capture
- Document Classification
- Document Storage
- Workflow Management

## Integrations (1 total)

- Google Drive

## Support Options

- Email/Help Desk
- Knowledge Base

## Category

- [Document Management Software](https://www.capterra.co.nz/directory/30063/document-management/software)

## Alternatives

1. [WealthSphere](https://www.capterra.co.nz/software/1065315/wealthsphere) (0 reviews)
2. [Zoho WorkDrive](https://www.capterra.co.nz/software/145411/zoho) — 4.6/5 (100 reviews)
3. [Google Docs](https://www.capterra.co.nz/software/160756/google-docs) — 4.7/5 (29236 reviews)
4. [Google Drive](https://www.capterra.co.nz/software/161425/drive) — 4.8/5 (28634 reviews)
5. [Dropbox](https://www.capterra.co.nz/software/143068/dropbox-business) — 4.5/5 (21716 reviews)

## Links

- [View on Capterra](https://www.capterra.co.nz/software/1114098/ChaseDocs)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10058596/ChaseDocs/> |
| en-AE | <https://www.capterra.ae/software/1114098/ChaseDocs> |
| en-AU | <https://www.capterra.com.au/software/1114098/ChaseDocs> |
| en-CA | <https://www.capterra.ca/software/1114098/ChaseDocs> |
| en-GB | <https://www.capterra.co.uk/software/1114098/ChaseDocs> |
| en-IE | <https://www.capterra.ie/software/1114098/ChaseDocs> |
| en-IL | <https://www.capterra.co.il/software/1114098/ChaseDocs> |
| en-IN | <https://www.capterra.in/software/1114098/ChaseDocs> |
| en-NZ | <https://www.capterra.co.nz/software/1114098/ChaseDocs> |
| en-SG | <https://www.capterra.com.sg/software/1114098/ChaseDocs> |
| en-ZA | <https://www.capterra.co.za/software/1114098/ChaseDocs> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra New Zealand helps millions of people find the best business software with user reviews, ratings and price comparisons.","email":"info@capterra.co.nz","url":"https://www.capterra.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"ChaseDocs","description":"ChaseDocs is client document-collection software for professional firms and agencies that lose hours chasing paperwork over email.\n\nYou build a request listing the documents you need, then send one branded link over WhatsApp or email. Your client opens it on their phone, uploads files and answers your questions. No account, no password, no attachment limits.\n\nAutomated reminders follow up on your behalf until every item is in, so you stop writing \"just checking in\" messages.\n\nAI reads each upload as it arrives and checks that it is the right document, covers the right period, and is readable and complete. Anything wrong gets flagged and re-requested. Accepted files are renamed to your convention.\n\nEverything lands in your own Google Drive, in your folder structure, under your account. Your client files stay in storage you already own.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/79f13609-99fe-4794-bdd0-5025ffe3c596.png","url":"https://www.capterra.co.nz/software/1114098/ChaseDocs","@id":"https://www.capterra.co.nz/software/1114098/ChaseDocs#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.nz/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"79","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.nz/software/1114098/ChaseDocs#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is ChaseDocs?","@type":"Question","acceptedAnswer":{"text":"ChaseDocs is client document-collection software for professional firms and agencies that lose hours chasing paperwork over email.You build a request listing the documents you need, then send one branded link over WhatsApp or email. Your client opens it on their phone, uploads files and answers your questions. No account, no password, no attachment limits.Automated reminders follow up on your behalf until every item is in, so you stop writing \"just checking in\" messages.AI reads each upload as it arrives and checks that it is the right document, covers the right period, and is readable and complete. Anything wrong gets flagged and re-requested. Accepted files are renamed to your convention.Everything lands in your own Google Drive, in your folder structure, under your account. Your client files stay in storage you already own.","@type":"Answer"}},{"name":"Who Uses ChaseDocs?","@type":"Question","acceptedAnswer":{"text":"Professional services firms that collect recurring documents from clients, like accounting, tax, legal, immigration, corporate secretarial, travel, insurance, and consulting practices worldwide.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.nz/software/1114098/ChaseDocs#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Document Management Software","position":2,"item":"/directory/30063/document-management/software","@type":"ListItem"},{"name":"ChaseDocs","position":3,"item":"/software/1114098/ChaseDocs","@type":"ListItem"}]}]}
</script>