How does Doc Cheetah help accountants save time?
Doc Cheetah automates document collection, reducing follow-up emails by 94% and saving 2 hours daily on manual chasing.
Common Questions About Automated Document Collection
Everything accounting firms want to know about Doc Cheetah
Can my clients upload documents without logging in?
Yes! Clients receive a magic link via SMS or email. No passwords, no account creation—just click and upload in 60 seconds.
Is Doc Cheetah a client portal or just file transfer?
Doc Cheetah is a complete client portal designed specifically for accounting firms with automated workflows and real-time progress tracking.
How secure is document collection with Doc Cheetah?
Bank-level AES-256 encryption, and zero-knowledge architecture keep your clients' documents more secure than email.
What happens if clients don't submit documents on time?
Our smart reminder system automatically sends gentle follow-ups until documents are submitted—like having a personal assistant for each request.
Can I use Doc Cheetah for tax preparation and bookkeeping?
Absolutely! Perfect for tax season W-2 collection, monthly bookkeeping requests, client onboarding, and audit preparation.
Give Friday nights back to your team.
Firms using Doc Cheetah claw back 2+ billable hours a day—no more inbox haunting.
🚀 Start Free Trial – No-Chase Guarantee
Five free requests • See results before lunch
After your free requests, plans start at $9/month for unlimited document collection. Cancel anytime.
🛡️
No-Chase Guarantee
If Doc Cheetah doesn't cut follow-up emails by 50 %, we refund you—no paperwork, promise.