Free
$0
2 active cases
Evaluate the complete workflow
DocAccessible Exchange
Standalone plan · $19 / month
Manage external document remediation in one case.
Keep the source file, vendor access, returned revisions, reviewer decisions, and final delivery together. External collaborators see the assignment, not your workspace.
Exchange is workflow software. Vendor fees are separate. DocAccessible agency remediation is $5 per page for projects of 501 pages or more.
03
Case EX-2048 · revision under review
2027 annual report
Due
18 Apr 2027
Current decision
Review revision 03 against five agreed outcomes.
Acceptance
3 of 5 verified
60%
Approval stays locked until the returned item is corrected and the final evidence is reviewed.
- Next owner
- Internal reviewer
- Reference
- GOV-COMMS-117
Evidence trail
Files, ownership, and review decisions stay on one record.
3 recorded events
- 01
Original received
annual-report.pdf · source checksum recorded
Recorded byYour team - 02
Revision 03 submitted
annual-report-r03.pdf · evidence attached
Recorded byNorthstar Accessibility - 03
Acceptance review opened
3 passed · 1 returned · 1 awaiting review
Recorded byInternal reviewer
Source
Original retained
Vendor
This case only
Delivery
Locked until approval
Video guide
Watch a case move from handoff to delivery.
Open a case, invite a vendor, see the vendor portal, review the returned revision, and send one approved file, in one six-minute guide.
All video guidesManage vendor remediation in one case
5:56 · Captions on screen · No narrationOpen an Exchange case, invite a vendor with scoped access, collect one outcome per document with PAC reports, review the returned revision, and deliver one approved file.
Read the full transcript
0:00Manage vendor remediation in one case.
- Keep the source file, vendor access, returned revisions, reviewer decisions and final delivery together. Vendors see the assignment, never your workspace.
0:14Open a case
- A case replaces the email thread: one document handoff, one owner, one accountable record.
0:20Everything in flight
- Exchange lists every case with its status, due date and priority.
- The tiles show what needs you: Awaiting QA, Due in 3 days, Overdue.
- Start a New case, or Import CSV to create up to 100 draft cases at once.
0:44Create the case
- Start from a playbook so instructions and acceptance requirements are reused, not retyped.
- Set the title, target standard, priority, and separate vendor, QA and delivery due dates.
- Name a case manager and a reviewer, then create the case.
1:12Add files, invite the vendor
- Only the source file is required. The vendor gets a private link to this case, and nothing else.
1:17Sources and requirements
- Add documents to remediate. Each file becomes its own vendor work row.
- Add reference material: source packages, brand guides, screenshots. Vendors consult it but never return it.
- The playbook's five acceptance requirements define what done means.
1:43Scoped, revocable access
- Under Vendor access, enter the specialist's email, name and company.
- They get an email with a private link to the vendor portal for this case only.
- Access lasts 30 days and you can revoke it at any time.
2:07The vendor's side
- A private portal that walks the specialist through exactly what this case needs.
2:13The vendor portal
- The portal shows one next step at a time, starting with Accept assignment.
- Download package gets every source document and reference file in one ZIP.
- A Scoped access panel tells the vendor exactly what this link opens, and when it expires.
2:39One outcome per document
- For every source, the vendor chooses: Already accessible, or Remediation completed.
- A remediated PDF requires the returned file and its PAC report. Replacing the PDF requires a new report.
- Every upload is kept as an immutable revision, with its SHA-256 fingerprint.
3:09Mark done and send
- When every row and check is ready, the vendor uses Mark done and send.
- Uploads lock, and the case owner is emailed that the revision is ready for review.
3:31Review the revision
- Compare the source with what came back, decide requirement by requirement, and approve one exact file.
3:36The review workspace
- Source and Returned revision sit side by side with shared page navigation.
- Each acceptance requirement shows the vendor's evidence. Pass it, or request changes with a note.
- A comparison is not certification. The workspace says so on screen.
4:06Approve one exact file
- Revision intelligence compares file identity, PDF structure facts and evidence activity between revisions.
- Approve revision selects that exact file as the deliverable and locks the acceptance requirements.
- Download review summary exports the decision record, with the file's SHA-256.
4:32Deliver and follow through
- Send one approved file with limits you control, and let the action inbox keep every case moving.
4:38Deliver with limits
- Secure delivery sends the approved file to a recipient, with an expiry and a download limit.
- Recipients see the approved document, downloads remaining, and its SHA-256. You can revoke the link anytime.
5:02The action inbox
- The Action inbox shows each case's next required action and who owns it.
- It flags vendor inactivity, evidence awaiting review, and requested resubmissions before they stall.
- Email stays quiet: important handoffs, plus one daily summary.
5:28What you now know
- A case holds sources, requirements, vendor and deadlines.
- Vendors get a private, revocable link to one case only.
- Each document gets an outcome; remediated PDFs need a PAC report.
- Review side by side and decide requirement by requirement.
- Approve one exact revision and export the review record.
- Deliver with expiry and download limits; the inbox keeps it moving.
5:45Exchange starts at $19 a month.
- Or try two active cases free on any plan.
- Comparisons, validator reports and approvals document your review. They do not certify WCAG, PDF/UA, ADA or Section 508 conformance.
Included in every plan
One workflow, with capacity that fits the job.
Free, Pro, Team, and Organization include Exchange alongside automated remediation. Organization also keeps vendor invitations and delivery routes on the workspace's managed hostname. Choose the $19 operations-only plan when case volume matters more than automated document processing. See how Exchange fits an organization portal.
Pro
$29 / month
10 active cases
Remediation plus recurring handoffs
Team
$49 / month
50 active cases
A shared document program
Organization
$199 / month
250 active cases
Managed portal plus full workflow
Exchange
$19 / month
250 active cases
High-volume operations only
One accountable path
Follow the file from intake to delivery.
Exchange makes the owner of the next action visible without giving every participant access to the whole system.
- 01
Your team
Open a document case
Add the source file, deadline, instructions, and internal reference. Every revision stays attached to the same case.
- 02
External vendor
Work through restricted access
Invite a vendor to a case-scoped portal. They can see and update only the assignment you shared, not your workspace or other documents.
- 03
Your reviewer
Review the returned revision
Review the vendor's evidence against each required outcome. Approval remains blocked until every required check is passed or formally waived.
- 04
Recipient
Deliver one approved file
Issue an expiring, revocable link for the approved revision. Download limits reduce the risk of a link living forever in an email thread.
Exchange operations
One queue for the next action and its owner.
Find overdue work, vendor inactivity, evidence awaiting review, and requested changes awaiting resubmission without maintaining a second task list.
Explore the action inboxFocused QA
Compare the exact source and returned revision.
Keep page navigation in sync, review acceptance evidence beside the files, request changes, and export the approved record.
Explore the review workspaceAcceptance evidence
Define finished before the file comes back.
A status alone does not prove a document was remediated. Set the required outcomes, ask the vendor to record how each one was checked, and keep final approval locked until review is complete.
Vendor evidence required
A note, returned revision, or validation artifact can be attached to the exact acceptance item.
Deadline risk stays visible
Due-soon, overdue, and changes-requested cases surface in customer and platform operations views.
Approval gate
2027 annual report
3 of 5 accepted
Approval locked
- 01Structure and semantic tagsPassed
- 02Reading order manually reviewedPassed
- 03Text alternatives reviewedPassed
- 04Visual comparison with sourceNeeds changes
- 05Final validation evidenceReady for review
Every decision stays in the case history with its reviewer and timestamp.
What Exchange is
A secure operations layer for document work.
- A single case record for instructions, files, deadlines, and decisions
- Restricted vendor access without a full workspace account
- A review gate before a returned file becomes the approved version
- Expiring and revocable delivery for the final recipient
What Exchange is not
It does not replace the people doing the remediation.
- It is not an unlimited automated-remediation subscription
- It does not include vendor fees or DocAccessible specialist labor
- It does not certify that a returned document conforms to WCAG or PDF/UA
- It does not promise to preserve an original PDF layout by itself
Designed around least access
Share the assignment, not the workspace.
Exchange limits what an external participant can reach, keeps the file history visible, and gives the final recipient a link you can still control after sending.
01
Case-scoped access
A vendor invitation opens one assignment, not a customer account or workspace directory.
02
Immutable revision history
Uploads become numbered revisions with file metadata and SHA-256 integrity records.
03
Controlled delivery
Recipient links can expire, be revoked, and stop after the configured download limit.
04
Evidence-based acceptance
Case requirements record what was checked, the vendor's evidence, and the reviewer's decision before approval.
Plan boundaries
Enough capacity for a real vendor queue.
The $19 price stays predictable because the plan covers the workflow software, with clear limits instead of surprise overages.
- Active cases
- 250
- Internal operators
- 3
- External collaborators
- 25
- Workspace
- 1
- File size
- Up to 50 MB
Questions before you start
Know exactly what you are buying.
Does the $19 subscription include document remediation?
No. Exchange is the coordination and secure-delivery software. Your own team or an invited vendor performs the remediation. DocAccessible agency remediation is a separate $5-per-page service for projects of 501 pages or more.
Is Exchange included in every plan?
Yes. Free includes 2 active cases, Pro includes 10, Team includes 50, and Organization includes 250. The $19 Exchange plan is an operations-only option with 250 active cases and 3 internal operators for organizations that do not need automated remediation.
Can a vendor see the rest of our workspace?
No. Vendor access is restricted to the specific case associated with the invitation. It does not expose your other cases, documents, members, or workspace settings.
Does Exchange preserve the exact appearance of a PDF?
Exchange does not alter or remediate the file itself; it coordinates the human workflow around it. A skilled vendor can manually remediate the original PDF when exact layout, pagination, forms, or print behavior must remain intact.
Can we use it for secure document sharing?
Yes, when the sharing belongs to a document case. Exchange adds approval, version history, expiration, revocation, and download limits so the final handoff is more controlled than a permanent attachment or open drive link.
How does Exchange prevent an incomplete file from being approved?
Each case starts with editable verification requirements. The vendor submits evidence for every required outcome, and a workspace reviewer passes, returns, or formally waives each item. Exchange blocks final approval while any required item remains unresolved.
Exchange plan
$19
per month
Replace the handoff thread with an accountable case.
The complete Exchange workflow is included in every plan. Start Free with 2 active cases, choose Pro, Team, or Organization when you also need automated remediation, or use this $19 operations-only plan for up to 250 active cases.
See how work moves through the queue
Review 30-, 90-, and 180-day reporting windows for turnaround, first-pass acceptance, active assignments, and overdue work. The report shows sample counts and qualifies backlog estimates when enough approvals exist. Revision comparisons expose file and structure changes for review. These facts are not a text or visual comparison and do not establish accessibility conformance.