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Client document collection software for anyone who needs files from clients before the work can start

The document chase isn’t your job anymore.

DokuTrak collects your clients’ documents, follows up when they go quiet, and flags the wrong files. Run it yourself or hand it to your AI agent. You make the final call.

Start your 14-day free trialSee how it works
  • No account for your client
  • Follow-ups in your firm’s name
  • AI flags. You decide.
  • Works with Claude
Read the transcript

This is Sam. Follow-up number fourteen. Whatever the title says, Sam’s real job is chasing. Statements. W-2s. Signatures. Every single week. What if you never chased again? Now Sam just tells the agent. It sends one secure link through DokuTrak, and handles the follow-ups. Clients get clear updates. Not nagging. Wrong file? It’s flagged, and a new one is requested. Sam just accepts every file. DokuTrak. The document chase isn’t your job anymore.

  1. 1The chase

    You didn’t open a firm to write “just following up.”

    The reminder. The wrong year. The missing page. Then the same email, all over again.

  2. 2One request

    Send one link, or tell your agent to.

    From DokuTrak or from Claude Code, one request goes out. Your client uploads without an account; when they go quiet, the follow-up goes out in your firm’s name.

  3. 3A full file

    The file fills itself. You check what matters.

    Wrong year, missing page, blurry scan: DokuTrak flags it and asks again. You make the final call.

One request.
A lot off your plate.

The checklist, the link, the follow-up, the first check. Together, from the moment you ask.

  1. 1

    Ask once.

    Choose the documents. Send one link. Your client opens it on their phone, with no account to create.

  2. 2

    Let the follow-ups happen.

    Quiet client? The next reminder goes out under your firm’s name. You set the limit. Replies come to you.

  3. 3

    Make the call.

    Wrong year, unreadable scan, missing pages. AI flags the issue at upload. You accept or ask for a replacement.

Wrong type. Wrong year. Bad scan. Missing pages. Flagged before you start.

Hand the chase to your AI agent.

Work in Claude Code or Codex? Give it one prompt. Your agent asks, tracks and follows up. You accept every file, the software never does.

  1. 1In DokuTrak, open Settings, then Connect an agent, and copy your key.
  2. 2Paste the prompt into Claude Code or Codex, with your key in place.
  3. 3Your agent connects itself and sends the request. You review what comes in.

The connector is open source: dokutrak-mcp on npm, code on GitHub. What Claude can do for a firm, and how to connect it: Claude for accountants.

Paste into Claude Code or Codex

Set up DokuTrak for me: add an MCP server named “dokutrak” that runs `npx -y dokutrak-mcp`, with DOKUTRAK_API_KEY set to <your key>.

Then ask Dana Whitfield for her 2024 tax file: bank statement, tax return, photo ID. Check where it stands, ask her again for anything flagged, and tell me when the file is ready for my review.

Your key comes from your DokuTrak account. It only opens the actions listed below.

It can

  • Request documents
  • Check where a file stands
  • Ask the client again

It can’t

  • Accept a document
  • Read your email
  • Delete anything

Your clients don’t need another place to log in.

Keep the software you run your firm on. Give your clients a simpler way to send the files.

The everyday differenceEmail & shared foldersDokuTrak
Getting startedAn email thread or a folder to share One request. One upload link.
Missing documentsYou check, write and follow up Follow-ups under your firm’s name
The wrong fileYou find out when you open it Flagged at upload for your review
Knowing what’s leftPiece it together across messages Every document, one clear status

Small reminders.
A very real cost.

A few minutes here. Another email there. Use your numbers to see what adds up.

Your estimate, per year

$13,500 per year

of your time spent following up.

180 hours of writing, sending and tracking.

Your numbers, your estimate — not a claim of savings. Clients × documents × follow-ups × minutes × 12 months, at your hourly rate.

Sensitive files. Considered protection.

Read about security

Encrypted

In transit over TLS and at rest in encrypted object storage.

Scoped

One link for one request. Your client only reaches their own collection.

No password

No new account for your client to create, remember or reset.

Start with one real client

The 7-Day Clean File.

Run it on your slowest client. See what comes back.

Start your 14-day free trial

No card. No charge today.

  1. Your first full collection, free.

    One real client. One real checklist. The entire collection.

  2. The follow-ups, taken care of.

    Sent under your name, with the limit you choose.

  3. A first check on every file.

    Likely issues flagged. You accept or request a replacement.

Arthur Teboul

Need a hand with your first checklist?Arthur Teboul, founder — building it with you for the first 10 customers.

Start free.
Keep going when you’re ready.

14 days free, with no card. Add one only to keep going.

Explore pricing

Plans from

$79/ month

  • Your first client request, free
  • 14-day trial, no charge that day
  • Solo, Team and Agency plans
Start your 14-day free trial

Good questions.
Straight answers.

Ask us something else

DokuTrak is not a client portal. Your clients do not get an account, a dashboard, or a place to live — they get one secure link, they upload, they are done. You get missing-file tracking, follow-ups sent under your firm name, and a check on every file before you open it.

Back to the work you’re here to do.

Start your 14-day free trial

One client. One link. No card.