Sent 2 hours ago · Due in 5 days · Magic Link delivered
PDF or image · max 10 MB
PDF · certified copy
PDF or image
PDF · all pages
Rejection note: Wrong date range — need Jan, Feb, Mar 2026
PDF or image · max 10 MB
PDF · signed
PDF · sealed envelope scan
No account needed. Your progress is saved automatically — you can come back later using the same link.
Passport — photo page
passport-MG-scan.jpg · 1.8 MB
Birth certificate
birth-certificate-official.pdf · 3.2 MB
Employment authorization (EAD)
EAD-card-front-back.pdf · 0.9 MB
Bank statement — last 3 months
Uploading… don't close this tab
Proof of address
Drop file here or click to upload
Sponsor affidavit (I-864)
Drop file here or click to upload
Medical exam — Form I-693
Drop file here or click to upload
· Your link works for 30 days
From Maria Gonzalez · received 4 minutes ago · awaiting your decision
Reason for rejection
Selecting a reason automatically sends a replacement request to Maria.
Built for professionals who collect documents for a living.
The email you sent this week
Every professional who collects documents from clients has sent this exact email. Look familiar?
Hi Maria,
Just following up on the documents I asked for last week. Your deadline is in 11 daysand I'm still missing what I sent on March 1st.
Please send by Wednesday or we'll need to reschedule.
Thanks,
— You, again
35% of clients never reply.
Source: Signicat "Battle to Onboard" (2024) — the #1 reason document collection fails is the friction of replying.
DokuTrak is the email you don't have to send.
Send a Magic Link instead. One click for your client. No portal. No password. No 3rd reminder.
See how it worksHow it works
Your client never creates an account. That's why it works.
Hover anywhere to pause · click any step to jump
Sent 2 hours ago · Due in 5 days · Magic Link delivered
PDF or image · max 10 MB
PDF · certified copy
PDF or image
PDF · all pages
Rejection note: Wrong date range — need Jan, Feb, Mar 2026
PDF or image · max 10 MB
PDF · signed
PDF · sealed envelope scan
7 days. Credit card required. Cancel anytime.
The feature that changes everything
When a client sends the wrong file, you click Reject. DokuTrak fires an automatic email explaining exactly what's needed. Your client replaces the document. You never typed a word.
One button. No form. No email to draft.
DokuTrak writes it for you — naming the exact document needed.
They get a fresh link. You see the new file. Done.
No more “Hi, I think you sent the wrong version — could you resend the signed copy as a PDF?” You've typed that sentence 200 times. Stop.
From Maria Gonzalez · Maria sent a document
The real number
That's the real job. Not collecting files — chasing people who said “yes” and then disappeared.
reminders per document request.
80% of B2B requests need 5+ follow-ups to get a response — yet 44% of professionals give up after one. Source: Brevet Group, cited by HubSpot and Yesware.
DokuTrak sends the follow-ups for you.
Day 2, Day 5, Day 8 — automatically. You stop being the nag.
Hi Maria — could you send over your bank statements?
— No reply —
Just following up on the documents I mentioned…
— No reply —
Hi Maria, did you get a chance to look at this?
— No reply —
Maria — I really need these by Friday to keep your file on track.
— No reply —
Last reminder before I have to close the file.
— No reply —
Everything in one tab
Five tools that work together. One flat price. No add-ons, no seats, no “contact sales” for the good stuff.
Set a deadline. DokuTrak fires timed follow-ups automatically until the file lands. The chase runs on autopilot.
You typed zero words.
Zero friction. Zero excuses.
Reject = auto-email to your client.
Compliance-ready out of the box
GDPR-compliant data handling, full audit trails, role-based access. Designed for professionals who have to answer to regulators.
Built for every vertical
Pick your profession. DokuTrak already knows the checklist.
W-2s, 1099s, bank statements — collected before you open them.
The alternatives
If your current setup is one of these, here's what actually changes.
Capability
DokuTrak
Built to end the chase
Email + Spreadsheet
Your current workflow
Dropbox File Request
Upload links, nothing else
Content Snare
For agencies / accountants
Client uploads in 1 click — no account
Accept / reject with auto-email to client
Automatic reminder sequences
Searchable vault across every client
Ready to send your first request
Unlimited requests · no per-seat fees
Monthly cost
From €79/mo
Free · costs you hours
€10+/mo
€27–90/mo
If you're stitching email + Dropbox + a spreadsheet, you're already paying with hours. DokuTrak replaces all three, starting at €79/month flat.
Switch to DokuTrak — 7-day free trialThe math
Run the numbers once. You'll wonder why you waited.
What chasing costs you
Example: financial advisor billing €300/hr.
What DokuTrak costs you
Solo plan. Unlimited requests.
Cancels the chase for ~1% of what chasing costs you.
You keep
€5,921every month
The math works at every hourly rate
Financial Advisor
€300/hr × 5h/wk
−€6,000
lost per month
CPA / Tax Preparer
€150/hr × 4h/wk
−€2,400
lost per month
Mortgage Broker
€125/hr × 6h/wk
−€3,000
lost per month
HR Manager
€40/hr × 5h/wk
−€800
lost per month
We won't promise you'll recover every hour. Real-world recovery depends on how many requests you run. If saving 3 hours a week isn't worth €79 to you, DokuTrak isn't the problem.
Pricing
One platform. Three plans. Flat rate — no per-seat surprises.
7 days. Full access. No lock-in.
Credit card required up front. Cancel any time before day 7 and you're not charged a cent. No form, no survey, no “wait on hold with retention”.
You scrolled this far
7 days. Full access. Real client, real documents. Cancel before day 7 and you're not charged a cent.
Credit card required · Cancel anytime · No contracts