DocGate makes the appointment slot unavailable until every required document is uploaded. No gate, no booking. No more chasing clients for W-2s the morning of their appointment.
The problem
A client books for March 3rd. You remind them three times. They show up with nothing. You spend the first 20 minutes of the appointment waiting for them to find files on their phone.
TaxDome, Calendly, Acuity — every scheduling tool lets clients book before they upload anything. The reminder is just a suggestion. The gate does not exist.
In a 300-return season, chasing documents for 10 clients a week costs 5+ hours. That's real money gone to a problem that should not exist.
How it works
Set required uploads for each appointment: prior-year return, W-2s, 1099s. You decide what "ready" means.
Your client sees a portal, not a calendar. Upload each document — only when complete does the slot become bookable.
No surprises. No chasing. The gate trains the behavior — permanently. Clients who prepare faster finish faster.
Built for
TaxDome has organizers, reminders, and a great client portal. But the appointment slot is still available the moment a client clicks your Calendly link. DocGate adds the gate that TaxDome does not have: no upload, no booking.
Calendly and Acuity let you add intake questions — but clients can skip them and still book. DocGate replaces the optional reminder with an enforced prerequisite. The slot does not appear until every document is in.
Founding customer · 20 spots
The first 20 EAs and CPAs get DocGate for $29/mo, grandfathered in permanently. Plus a direct line to the team building it and priority on every feature request.
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