DokuTrak for Accountants
Client Portal for Accountants,
Built for Tax Season.
DokuTrak is the client portal for accountants who are done chasing W-2s. Magic-link uploads your tax clients actually use, auto-reminders, one-click review. $49/month flat, one price for the whole firm.
What tax season usually looks like
Documents arrive the week of the deadline
Clients say they sent everything. They did not. You are manually going through email threads at 9 PM on April 14 trying to match attachments to missing items.
The portal your firm bought nobody uses
TaxDome, Canopy, SmartVault — great features, but your 68-year-old retired-teacher client will not create an account and click a verification email. So they reply-all to the original intake email with an iPhone photo attached.
Missing K-1? Incomplete 1099? Send it again.
When a document is wrong, you start a new email thread. You re-explain what you need. The client sends the same wrong file. Three days lost. Repeat per client, multiply by 80 returns.
How accountants use DokuTrak
Before DokuTrak: a checklist you email, with attachments, and you chase by memory. After DokuTrak: a structured request with a Magic Link, automatic reminders, and a single dashboard showing every client and every missing document across the whole firm.
Tax-season templates, reused every year
Build a "Form 1040 individual filing" template once with all 22 document slots: W-2s, 1099s, mortgage interest, charitable contributions, K-1s, brokerage 1099-B, HSA 1099-SA. Reuse it across every client in three clicks. You never re-list documents again.
Automatic nudge cadence tuned for clients
Reminders fire on a behavioral-psychology-based schedule, not a firehose. Your client gets a polite nudge 2 days, 5 days, and 10 days after the request. You stop being the bad guy. DokuTrak does it in a tone you would want on the receiving end.
One-click reject with auto replacement request
Client sent a W-2 for the wrong year? Click Reject, type "That is your 2023 W-2 — I need 2024", hit send. DokuTrak emails the client, re-opens that specific slot, keeps the rest of the intake intact. Zero new email thread.
Dashboard of every return in progress
See all active returns at once, color-coded by status: waiting on client, ready to review, complete. Filter by preparer, due date, missing documents. Your practice manager runs the Monday meeting from this one screen.
No login
for your clients — Magic Link upload only
$49/mo
flat, one price for the whole firm
<3 min
to send your first tax-season request
Why accountants specifically
Tax season has three realities that break generic client portals. First, your clients are not tech workers — they are retirees, small business owners, parents juggling three jobs. Asking them to “create an account, check your email for a verification link, set a password” during the week they are stressed about filing is how documents never arrive.
Second, tax returns come in sets. A 1040 is not one document — it is 15–25 documents depending on the complexity. Generic tools treat each file as independent. DokuTrak lets you group them under one template, track which items of the set are in, and chase only the missing ones.
Third, tax season is seasonal. You send 80 intake requests in February, and you need to go from 80 requests to 80 complete returns in 60 days. Manual chasing does not scale past 30 clients. Magic Link uploads plus automatic reminders scale to 300+ per preparer without doubling headcount.
DokuTrak is $49/month flat. One plan, one price, whole firm. Cheaper than a single hour of billable partner time spent on “did you send me that K-1?” emails.
What's included for your accounting firm
- Unlimited document requests for accountants
- Unlimited clients and team members
- Magic-link uploads — your clients never see a login screen
- Automatic reminders on a polite cadence
- One-click accept / reject with auto replacement
- Reusable templates for recurring accounting firm workflows
- Secure vault with full-text search across years
- AES-256 encrypted at rest, EU-hosted, GDPR-compliant
$49/month
$1 for first 14 days. Cancel anytime.
Accounting firm FAQs
Does DokuTrak integrate with my tax software (Drake, Lacerte, ProConnect, UltraTax)?
Not yet natively. Our current workflow: clients upload via DokuTrak, you download the files (single click for the whole request) and import them into your tax software. Native integrations with Drake, Lacerte, ProConnect, UltraTax, and TaxDome are on our roadmap for late 2026. If a specific integration would unblock your firm, email [email protected] — we prioritize based on customer requests.
How does DokuTrak compare to TaxDome or Canopy?
TaxDome and Canopy are great if you want an all-in-one practice management suite (billing, CRM, tasks, documents, portal, e-sign) and have the team to adopt 50 features. DokuTrak does one thing — document collection — and does it with Magic Link uploads that eliminate the client-login friction both tools suffer from. If document collection is your bottleneck, DokuTrak is the scalpel. If you also need billing and matter management, stay with your suite and use DokuTrak alongside for the intake step.
Will my older clients actually be able to use it?
Yes. That is the design premise. Your client clicks a link in their email (no password, no account, no verification). They see a page with a list of documents requested. They click one, drag and drop a file or take a photo on their phone. Done. The flow works on phones, tablets, and laptops. We tested with a 78-year-old retired teacher who sent her W-2 in under two minutes on her first try.
Can I have multiple preparers collaborate on the same return?
Yes. Add your whole firm to DokuTrak at $49/month flat — no per-seat pricing. Any preparer can review uploads, accept or reject documents, and reassign requests. Every action is logged in the audit trail. Great for review-partner workflows where a senior CPA checks a junior preparer's intake.
Is DokuTrak IRS-compliant for tax document handling?
DokuTrak is GDPR-compliant and uses AES-256 encryption at rest. We are not a Gramm-Leach-Bliley or Section 7216 consent management tool — your firm still needs your existing client consent forms. DokuTrak is the transport and storage layer for the documents themselves, encrypted and auditable. We are happy to share our security documentation for your IRS data security plan (IRC 7216) under NDA.
Can I export all my client files at the end of the year?
Yes. Every request can be exported as a zip with one click — all documents, the intake checklist, and the audit log of who uploaded what and when. At tax-season close, most accounting firms export each client's final intake for permanent archival in their own systems. If you cancel DokuTrak, you have 30 days to export everything before we delete the data.
Stop chasing accountants paperwork.
$1 for 14 days. Send your first request in under three minutes. Cancel in one click if it doesn't fit.
Start trial for $1