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DocChase

As described:StopNarrowed:Narrow

No as a generic portal. Go, small, as the MTD quarterly records chaser, with a day-60 kill test.

accounting practices · ~£75 a month (~$100) · last reviewed (next review by 29 Dec 2026) · 21 cited sources

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DocChase (working name)

Idea status: Idea stage · Target: $20k+ MRR ≈ $250k ARR in 24 months (Tier B) · Verdict: No as a generic document-collection portal. Go, small, as the MTD quarterly records chaser for small UK practices, with a day-60 kill test. · Last updated: 30 Sept 2026

Start here → WHAT-TO-DO-AND-AVOID.md for the final call: the MRR ladder, customer math, 12 do's, 14 avoids and the checkpoints.

Where the idea came from: idea D4 in the 30 Sept 2026 micro-SaaS idea catalog: "Client document-collection portal for accountants", with Content Snare ($990K ARR, 9 staff, Latka estimate) and FileInvite ($22.8M ARR, Latka estimate) as the revenue evidence.

Name: "DocChase" is a working name. Check trademark (UK IPO) and domain before using it publicly.

Boundary with StatementKit: StatementKit turns statements into verified spreadsheets for US reconstruction work. DocChase only collects records from UK clients and hands the files to the practice. It never extracts transactions.

MRR ladder by month 24 (judgment estimates, with the founder conditions met)

MRR~15 hrs/weekFull-time
$1k40%55%
$5k17%27%
$10k8%15%
$20k (Tier B ≈ 2% / 6%)3%7%

As described (generic portal, all professions): $10k ~2%.

Folder layout

docchase/
├── WHAT-TO-DO-AND-AVOID.md      ← final analysis and decision (read first)
├── README.md                    ← this index
├── analysis/                    ← the investor-style assessment
│   ├── 00-one-page-brief.md
│   ├── 01-verdict.md
│   ├── 02-market-reality-check.md
│   ├── 03-feature-scrutiny.md
│   ├── 04-expanded-feature-catalog.md
│   ├── 05-pre-mortem.md
│   ├── 06-fundability.md
│   ├── 07-gaps.md
│   └── 09-assumptions-and-open-inputs.md
├── plans/                       ← execution plans
│   ├── 08-90-day-plan.md
│   └── 11-24-month-gated-roadmap.md
└── research/                    ← verified, cited evidence
    └── 10-verified-research.md

File numbers match the other idea folders, so cross-references like "doc 08" work the same way.

Documents

#DocumentWhat it answers
—WHAT-TO-DO-AND-AVOID.mdFinal decision: MRR ladder, Tier A/B, customer math, 12 do's, 14 avoids, checkpoints
00analysis/00-one-page-brief.mdThe whole verdict on one page
01analysis/01-verdict.mdOdds by version and by market, why UK MTD won, fundable yes/no
02analysis/02-market-reality-check.mdBuyer, pain score, competitors, vitamin vs painkiller, market size
03analysis/03-feature-scrutiny.mdEvery feature in the original idea sorted into Table stakes, Differentiator, Distraction or Liability
04analysis/04-expanded-feature-catalog.mdFeatures practices ask for, each classified and prioritised
05analysis/05-pre-mortem.mdThree most likely causes of death, warning signs, whether each is fixable
06analysis/06-fundability.mdWould I invest, the skeptic's first 5 minutes, proof points, bootstrap vs raise
07analysis/07-gaps.mdGaps to paid, renewed and referred practices
08plans/08-90-day-plan.mdFirst 90 days, week by week, around the 7 Nov 2026 deadline
09analysis/09-assumptions-and-open-inputs.mdAssumptions made, and the inputs that would change the verdict
10research/10-verified-research.mdCited research (30 Sept 2026) and what it changed
11plans/11-24-month-gated-roadmap.mdMonth 0–24 phases, gates, revenue path, budget guardrails

Caveat

Hours per week, location, team and UK accounting contacts were never provided. The assumptions are in analysis/09. The share of small UK practices without a suite that already chases, the real terms of Glasscubes MTD Assist, UK WhatsApp and SMS rates, and the 69% agent-share figure are still unverified (see research/10).