llms.txt
# DokuTrak
> Client document collection software for accountants, bookkeepers, law firms, mortgage brokers, and other professional service firms. It is not a client portal: clients upload through a no-account link (no login, no password), automatic reminders stop the follow-up, and an AI first-pass flags wrong, unreadable, or expired files before you review them. AI flags, you decide. Plans start at $79/month.
DokuTrak eliminates the back-and-forth of collecting documents and files from clients. The client clicks a link and uploads from any device with no account to create. Automatic reminders handle the chasing, and an AI first-pass screens each upload for the wrong document type, an unreadable scan, an expired date, or a missing page, then surfaces it for your review. The AI flags; the human always decides. English-first product for the US market.
## What makes it different
- **No-account upload link**: Clients click and upload. No signup, no password, no app. Security lives on the scoped, expiring, encrypted link, not on a client login.
- **AI first-pass review**: Flags wrong / unreadable / expired files and missing pages on upload, before they reach you. It flags; you approve or reject. It never auto-approves a document you are liable for.
- **Automatic reminders**: A polite, scheduled cadence chases the client until the file arrives, so you write none of the follow-ups.
- **One-click reject + re-request**: Rejecting a bad file auto-sends the client a request for the correct version, with no new email thread.
- **Reusable request templates**: Build a document checklist once, reuse it for every new client.
## Who it is for
- Accountants and tax preparers
- Bookkeepers
- Law firms (immigration, real estate, personal injury, family)
- Mortgage brokers and loan officers
- Real estate agents
- Recruiters and HR teams
- Consultants and agencies
- Small, tech-comfortable service operators who collect document packets from non-technical clients (solo to ~25 seats)
## Who it is not for
- Enterprise (500+ seats) — DokuTrak is a focused document-collection layer, not a full practice-management suite
- Identity verification / KYC fraud detection (use Sumsub, Veriff, or LexisNexis)
- E-signature as the primary need (use DocuSign or its alternatives)
## Pricing
- Solo $79/month, Team $199/month, Agency $449/month (seat-gated 1 / 5 / 25)
- 14-day free trial, no card. Add one only to keep going.
- No annual contract required; cancel in the app
## AI agent connector
Hosted connector for Claude and ChatGPT: add `https://app.dokutrak.com/api/mcp` as a custom connector. It prepares a request, sends it after you confirm in DokuTrak, and tracks what is missing; it never sees file content. Setup: [dokutrak.com/connectors](https://dokutrak.com/connectors)
DokuTrak also has an open local MCP connector, so an agent such as Claude Code or Codex can run the chase for you:
- npm package: [dokutrak-mcp](https://www.npmjs.com/package/dokutrak-mcp), run with `npx -y dokutrak-mcp` and your key in `DOKUTRAK_API_KEY` (in DokuTrak: Settings, then Connect an agent)
- Source: [github.com/Crackx17/dokutrak-mcp](https://github.com/Crackx17/dokutrak-mcp)
- It can: request documents, check where a file stands, ask the client again
- It can't: accept a document, read your email, delete anything. You accept every file.
## Core pages
- [Document collection software](https://dokutrak.com/document-collection): How DokuTrak collects client documents with no client login
- [Client portal alternative](https://dokutrak.com/client-portal-software): The no-login alternative to a client portal, and when a full portal fits better
- [Client onboarding software](https://dokutrak.com/client-onboarding): The document step of onboarding new clients at accounting, law, and mortgage firms
- [Features](https://dokutrak.com/features): Every DokuTrak feature
- [Pricing](https://dokutrak.com/pricing): Solo, Team, and Agency plans
- [Security](https://dokutrak.com/security): Encrypted storage, authentication, audit logs, and subprocessors
## By industry
- [Accountants](https://dokutrak.com/for/accountants)
- [Bookkeepers](https://dokutrak.com/for/bookkeepers)
- [Consultants and agencies](https://dokutrak.com/for/consultants-agencies)
- [Mortgage brokers](https://dokutrak.com/for/mortgage-brokers)
- [Law firms](https://dokutrak.com/for/law-firms)
- [Recruiters and HR](https://dokutrak.com/for/recruiters-hr)
- [Real estate agents](https://dokutrak.com/for/real-estate-agents)
## Alternatives
- [/alternatives](https://dokutrak.com/alternatives): DokuTrak compared with other tools
- [DocuSign alternative](https://dokutrak.com/alternatives/docusign)
- [ShareFile alternative](https://dokutrak.com/alternatives/sharefile)
- [Content Snare alternative](https://dokutrak.com/alternatives/content-snare)
- [FileInvite alternative](https://dokutrak.com/alternatives/fileinvite)
- [Clio alternative](https://dokutrak.com/alternatives/clio)
## Blog
Practical, sourced guides on collecting documents from clients without the chase:
- [/blog](https://dokutrak.com/blog): All articles on document collection, client intake, client portals, and AI document validation
- [Secure client portal software (no account needed)](https://dokutrak.com/blog/secure-client-portal-software): Why "secure" should not mean a client login, and how no-account upload works
- [How to stop chasing clients for documents](https://dokutrak.com/blog/stop-chasing-clients-for-documents): The system that replaces manual follow-up (checklist + no-account link + auto-reminders + AI check)
- [Automated document collection that flags bad files](https://dokutrak.com/blog/ai-document-validation-client-files): How AI flags wrong/unreadable/expired client files, and why it should flag rather than approve
- [Why email and Google Drive fail for document collection](https://dokutrak.com/blog/why-email-fails-document-collection): The failure modes of collecting client files over email and shared folders
- [Client document collection statistics (2026)](https://dokutrak.com/blog/client-document-collection-statistics): Verified figures on collecting client documents in accounting, tax, law and mortgage lending, with sources, samples and a CSV
- [/feed.xml](https://dokutrak.com/feed.xml): RSS feed of all blog posts
## Free tools
[/tools](https://dokutrak.com/tools): all free tools. Free, no-signup tools — each is the first step of the product (build a checklist or write the follow-up, then send the request as a no-account upload link):
- [Follow-Up Email Templates + chasing cost calculator](https://dokutrak.com/tools/follow-up-email-templates): Copy-paste follow-up emails for missing documents, unpaid invoices, and unanswered questions, plus a calculator for the hours and dollars a year spent chasing clients.
- [Document Checklist Generator](https://dokutrak.com/tools/document-checklist): Pick a profession and get the exact list of documents to collect from a client; customize it, then send it as one no-account upload request.
- [Tax preparation document checklist](https://dokutrak.com/tools/document-checklist/tax-preparation): The income, deduction, and ID documents a tax preparer collects for an individual (Form 1040) return.
- [Client tax organizer template](https://dokutrak.com/tools/document-checklist/tax-organizer): A free tax organizer for the 2026 tax year, built on IRS Form 13614-C: the questions to send each client and the document each answer calls for, as a fillable PDF, a Word file, and an Excel tracker.
- [Monthly bookkeeping checklist](https://dokutrak.com/tools/document-checklist/monthly-bookkeeping): The monthly-close packet a bookkeeper collects from each client.
- [Mortgage application document checklist](https://dokutrak.com/tools/document-checklist/mortgage-application): The income, asset, and ID documents a borrower needs for a mortgage application.
- [New client onboarding checklist](https://dokutrak.com/tools/document-checklist/new-client-onboarding): The agreement, contact, billing, and access documents a service business collects to start with a new client.
- [Law firm client intake checklist](https://dokutrak.com/tools/document-checklist/law-firm-client-intake): The ID, retainer, conflict-check, and case documents a law firm collects when opening a matter.
- [Business insurance application checklist](https://dokutrak.com/tools/document-checklist/business-insurance-application): The application, loss runs, and business profile an insurance agent collects to quote a commercial policy.
## Contact
- Founder: Arthur Teboul
- Email: arthur@dokutrak.com
