SMS Consent & Messaging Policy
Last updated: February 4, 2026
1. Service Description
DocNag is a document collection platform for bookkeeping firms. We send transactional SMS messages to bookkeeping clients on behalf of their bookkeeper to remind them about outstanding document requests and provide upload confirmations.
2. Message Types
DocNag sends the following types of SMS messages:
- Document Request Reminders — Notifications that a bookkeeper has requested specific documents (e.g., bank statements, tax forms, receipts)
- Overdue Reminders — Follow-up notifications for documents that have not been submitted by the requested date
- Upload Confirmations — Notifications confirming that a document has been successfully received
- Secure Portal Links — Links to the client's secure upload portal
DocNag does not send marketing, promotional, or advertising messages.
3. How Consent Is Collected
Consent for SMS messaging is obtained through the following process:
- A bookkeeper adds a client to their DocNag account, including the client's phone number
- The bookkeeper confirms they have informed the client about DocNag SMS reminders
- The client receives an initial welcome message explaining the service and how to opt out
- By continuing to receive messages (not replying STOP), the client consents to transactional SMS
Important: Bookkeepers are responsible for informing their clients that they will receive SMS document reminders via DocNag before adding them to the platform. The bookkeeper confirms this during client onboarding in the web application.
4. Message Frequency
Message frequency varies based on the number of active document requests. Typical frequency is 1–4 messages per month per client. During peak periods (e.g., tax season), frequency may increase to 2–3 messages per week.
5. Opt-Out Instructions
Recipients can opt out of SMS messages at any time:
- Reply STOP to any DocNag message to immediately stop all SMS communications
- Reply START or YES to resume receiving messages
- Reply HELP for assistance
- Contact us at support@nocap.llc
6. Costs
Message and data rates may apply depending on your mobile carrier and plan. DocNag does not charge recipients for SMS messages.
7. Supported Carriers
DocNag supports messaging to all major US carriers including AT&T, Verizon, T-Mobile, Sprint, and others.
8. Privacy
Phone numbers collected through DocNag are used solely for sending document collection reminders. We do not sell, share, or use phone numbers for marketing purposes. See our Privacy Policy for full details.
9. Contact
For questions about our SMS messaging practices:
- Email: support@nocap.llc
- Website: docnag.nocap.llc