DokuTrak for Bookkeepers
Client Portal for Bookkeepers,
Built for Month-End Close.
DokuTrak is the client portal for bookkeepers who need statements, receipts, payroll files, and supporting paperwork without another inbox chase. secure upload link uploads, automated reminders, and one-click review. Plans start at $79/month.
What month-end usually looks like
Statements arrive in pieces
One client sends a bank statement by email, another texts a receipt photo, and a third uploads half the credit card batch to a shared folder. Your close checklist becomes detective work.
Client folders drift out of order
Shared folders are useful once files are clean. They are weak at intake: no clear missing-file status, no replacement flow, and no easy way to show clients exactly what is still needed.
Wrong period, wrong file, same follow-up
A client uploads last month, a partial export, or a screenshot instead of the statement you requested. You start another thread and repeat the same instruction.
How bookkeepers use DokuTrak
Before DokuTrak: a monthly checklist, a shared folder, and manual reminders. After DokuTrak: a structured request with a secure upload link, a dashboard of missing items, and replacement requests tied to the original slot.
Month-end templates for recurring clients
Build templates for bank statements, credit card statements, receipt batches, payroll reports, loan statements, and sales tax files. Reuse the same request every month without rebuilding the list.
Automated reminders without inbox pressure
DokuTrak follows up on the missing items in a consistent tone. Clients see the exact checklist, and your team can stop sending status emails from memory.
One-click reject with a clear replacement note
If the uploaded statement is incomplete or for the wrong month, reject that slot, add a short note, and DokuTrak asks for the corrected file through the same link.
Client-by-client close visibility
See which clients are waiting on documents, which files are ready for review, and which requests are complete. Your weekly close meeting can start from one dashboard.
No login
for client uploads — secure upload link only
$79/mo
Solo plan starts here
Templates
for recurring monthly requests
Why bookkeepers specifically
Bookkeeping document collection is repetitive, deadline-driven, and easy to derail. The same client can send bank statements, receipts, payroll files, and loan records through different channels unless the request gives them one clear place to upload.
Generic storage is not enough because storage starts after the file is already in the right place. DokuTrak handles the intake step: what was requested, what arrived, what needs review, and what should be replaced.
The secure upload link matters for small business clients. They should not need to remember a portal password to send a receipt batch. They click the link, upload the requested files, and move on.
DokuTrak plans start at $79/month for Solo, with Team and Agency tiers for firms managing more clients and reviewers.
What's included for your bookkeeping practice
- Unlimited document requests for bookkeepers
- Unlimited clients and team members
- No-account upload links — your clients never see a login screen
- Automated reminders on a polite cadence
- One-click accept / reject with auto replacement
- Reusable templates for recurring bookkeeping practice workflows
- Secure vault — every document findable by client and request, years later
- AES-256 encrypted at rest, full audit log, access revocable
$79/month Solo
14-day trial. Cancel anytime.
Bookkeeping practice FAQs
Does DokuTrak replace QuickBooks, Xero, or my bookkeeping app?
No. DokuTrak sits before your bookkeeping system. Clients upload documents through DokuTrak; your team reviews them, downloads clean files, and posts the work in QuickBooks, Xero, or your existing workflow.
Can I send the same monthly request to repeat clients?
Yes. Build a reusable monthly bookkeeping template once, then send it to each client when the next close cycle starts. You can tailor document names and instructions per client.
Do clients need an account?
No. Clients receive a secure secure upload link by email. They open the checklist and upload files without creating a password or entering a portal.
Can my team review files together?
Yes. Team and Agency plans support multiple reviewers. Each request keeps document status, notes, and audit history together so another team member can pick up the work without searching old threads.
Can I use DokuTrak for tax-season requests too?
Yes. Many bookkeeping firms also collect tax-season documents. You can keep monthly bookkeeping templates and annual tax templates side by side.
Stop chasing bookkeepers paperwork.
14-day free trial. Send your first request in under three minutes. Cancel in one click if it doesn't fit.
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