Every onboarding step has a clear status: invited, started, submitted, complete. You always know who you are waiting on, without chasing a single email.
An onboarding system, not another inbox.
StoreDocs gives teams the simplest way to move a new client from hello to handled. Invite, gather, automate, complete. One portal, one clear status.
Four tenets, no detours.
Most onboarding tools ship a thousand features and still leave you chasing clients by email. We do the opposite: one clean intake flow, and a status board that tells you exactly where every client stands.
We do not ask you to stitch together a dozen tools to collect what you need. One branded portal, structured intake, files in the right place.
Every client confirms a real inbox before entering a portal. Clean data and accountability are a precondition, not an upsell.
Primary operations run from Austin, Texas. GDPR and CCPA rights are honored, and EU sub-processors are available on request.
Founded 2026 in Austin, Texas. Wholly owned by its operators.
We ship from a small team, on a clean stack, without ads, without surveillance pixels, without a data-resale model. Subscriptions pay the bills, and only subscriptions.
