For accountants, brokers & bookkeepers

Send one link.
They upload. Done.

Your clients upload with no account and no password. DokuTrak chases them for you — and the AI flags the wrong files before they ever reach your desk.

Send your first request free →See how it works

14-day free trial · card required, no charge today · cancel anytime

Built for the people who collect client paperwork

AccountantsBookkeepersMortgage brokersAttorneysConsultants
What your client seesTry it — upload a file ↓
M
Martin & Co.
requested 3 documents
0 / 3
2024 tax return
Bank statement
Photo ID
DokuTrak AI checks every file the moment it lands.
Hi — could you send your 2024 tax return?
📄 tax_return_2022.pdf
Done!
Thanks — this is 2022. I need 2024.
Thursday
Following up on the 2024 return.
The next week
Still need this before I can start.
Delivered · no reply

The document chase is a job nobody put on your calendar.

You ask once. Then you spend the next two weeks getting the rest of the way there. Email was never built to collect documents — so you became the thing holding it all together.

The math nobody runs

What the chase actually costs you

13 hrs/mo
being a human reminder
$11,700
/ year chasing paper
Assumes ~10 min to write, send, and track each nudge. DokuTrak does the chasing — you get those hours back.

How it works

Three steps. That's the whole thing.

01
r/martin-co

Send one link

Build the checklist once and send the link wherever you already talk to your client. Nothing to set up, nothing to install.

02
0%

They upload. No account.

Your client clicks and uploads from their phone or laptop. No password, no portal, no login to forget. That's why they actually finish.

03
✓

AI checks it. You accept.

Every file is checked on arrival for the wrong type, a bad scan, an expired date, or missing pages — and reminders chase the stragglers on their own. You spend your time only on the files that are right.

✓ AI flags. You have the final say. Always. It classifies and flags — it never makes the call for you.

The first pass

What gets caught before it reaches you.

DokuTrak reads every file the moment it lands and flags the four things people get wrong — so the packet on your desk is already clean. The AI suggests; you have the final say. Always.

M
Martin & Co.
today's uploads
4 flagged
!
tax_return_2022.pdf
Wrong year
!
scan_blurry.jpg
Unreadable
✓
bank_statement.pdf
Looks good
DokuTrak AI flags it. You accept or request a re-upload.

Why not just…

How people collect docs today

Comparison of document collection methods: email, drive or client portal, and DokuTrak
EmailDrive / client portalDokuTrak
Client needs an account?No, but it's chaosOften yes (friction)No — just one link
Who chases for missing files?You, by handYou, by handAutomated reminders
Wrong / expired file caught?NoNoAI flags it
Sensitive docs secured?No (your inbox)PartialEncrypted & scoped

Security

Built for sensitive documents.

Your clients upload W-2s, bank statements, and IDs. The link is built so that trust survives.

✓ Unique link per request, scoped to one client
✓ Encrypted in transit and at rest
✓ No account means no password to leak
ENCRYPTED · SCOPED · NO PASSWORD

Why we built this

“I was tired of watching professionals lose their Mondays chasing documents over email. DokuTrak is the tool I wished existed — one link, and it’s handled.”

Arthur Teboul, founder of DokuTrak
Arthur Teboul
Founder, DokuTrak

Pricing

Less than the hour you’re not billing.

14-day free trial, card required. No charge today · Annual ≈ 2 months free · 30-day money-back guarantee, cancel in two clicks.

Solo

One operator

$79 / mo

$790/yr · 1 seat · 500 AI checks/mo

  • No-account upload links
  • Automated reminders
  • AI first-pass checks
  • Reusable templates
Start your 14-day trial
Popular
Team

Small firms

$199 / mo

$1,990/yr · 5 seats · 5,000 AI checks/mo

  • Everything in Solo
  • Shared request queue
  • Replacement-request flow
  • Priority support
Start your 14-day trial
Agency

Volume intake

$449 / mo

$4,490/yr · 25 seats · 25,000 AI checks/mo

  • Everything in Team
  • 25 seats included
  • High-volume AI checks
  • Onboarding help
Start your 14-day trial

Every plan includes the 30-day money-back guarantee.

FAQ

Questions, answered.

How is DokuTrak different from a client portal?+

DokuTrak is focused on document intake, not a broad client portal. Clients upload through a secure link without creating an account, while the professional gets missing-file tracking, reminders, and AI suggestions on uploaded documents.

What does the AI document check do?+

DokuTrak checks an uploaded file against the request and flags likely mismatches, unreadable files, low-confidence results, and extracted fields that need human review. The AI suggests; the professional accepts or requests a re-upload.

Does DokuTrak accept client documents by itself?+

No. DokuTrak is designed as a first-pass review layer. High-confidence results can be reviewed faster, but uncertain files stay in review and final acceptance remains with the professional.

Do my clients need to create an account to upload?+

No. Clients receive a secure upload link, open it, follow the checklist, upload files, and leave. They do not need a password, dashboard, or portal account.

Who is DokuTrak built for?+

DokuTrak is built for professionals who repeatedly collect client paperwork: tax preparers, bookkeepers, mortgage brokers, immigration lawyers, real estate teams, and other small document-heavy firms.

Stop chasing. Send your first request free.

Start free trial →

14-day free trial · card required, no charge today · cancel anytime