Automated document collection for accounting firms
No more chasing clients or missing deadlines. Get every document on time, every time.
"It's April 14th. Sarah from ABC Corp promised her W-2s 'by Monday.' That was three Mondays ago."
"You've sent 7 emails. Called twice. Her tax return is due tomorrow."
Sound familiar? 65% of accounting firms say "chasing clients for documents" is their #1 workflow killer.
Your team will never dread chasing documents again – guaranteed.
Your first 5 document requests are FREE • No credit card • No commitment
If Doc Cheetah doesn't cut your follow-up emails by at least 50%, we'll refund you – no questions asked.
Limited to first 25 accounting firms
Watch how easy document collection becomes with Doc Cheetah
Here's what happens when you switch:
Endless back-and-forth that wastes everyone's time
Constant stress and last-minute scrambling
Time that could be spent on billable work
The cycle that's killing your firm's productivity
Magic links make uploading effortless for clients
Predictable workflows you can count on
Focus on what you do best - accounting
The transformation your firm deserves
Sarah gets a text with a magic link
No passwords, no apps, no friction
"Feb-2025-bank.pdf" lands in the right folder
Dashboard shows what's done, what's pending
Built specifically for accounting firms who are tired of chasing documents
Clients upload documents in 60 seconds via magic link—no passwords, no accounts, no friction.
Perfect for: Tax season W-2 collection, client onboarding documents
Live progress meter shows exactly what's missing so your team stops guessing and starts delivering.
Perfect for: Monthly bookkeeping checklists, audit preparation
'Feb-2025-bank.pdf' is auto-tagged to the right checklist slot—goodbye manual filing forever.
Perfect for: Organizing client files, audit trail maintenance
AES‑256 encryption keep every tax return and payroll slip secure.
Perfect for: Sensitive financial documents, compliance requirements
From tax prep to ongoing bookkeeping, Doc Cheetah handles it all
Collect W-2s, 1099s, and tax forms effortlessly with bulk requests
Auto-request bank statements and receipts with smart reminders
Gather initial documents, IDs, and engagement letters in one request
Maintain organized audit trails and retrieve files 60% faster
Everything accounting firms want to know about Doc Cheetah
Doc Cheetah automates document collection, reducing follow-up emails by 94% and saving 2 hours daily on manual chasing.
Yes! Clients receive a magic link via SMS or email. No passwords, no account creation—just click and upload in 60 seconds.
Doc Cheetah is a complete client portal designed specifically for accounting firms with automated workflows and real-time progress tracking.
Bank-level AES-256 encryption, and zero-knowledge architecture keep your clients' documents more secure than email.
Our smart reminder system automatically sends gentle follow-ups until documents are submitted—like having a personal assistant for each request.
Absolutely! Perfect for tax season W-2 collection, monthly bookkeeping requests, client onboarding, and audit preparation.
Join accounting firms already saving 2 hours daily with automated document collection
🛡️ Risk-Free Guarantee
If Doc Cheetah doesn't reduce your follow-up emails by 50%, we'll refund you—no questions asked
Start with 5 free document requests • See results in your first hour
After your free requests, plans start at $29/month for unlimited document collection. Cancel anytime.