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Features Built for Accounting Professionals

Every feature designed to eliminate the document chase and streamline your client workflows

Core Features

Magic Link Uploads

Zero-Login Client Access

Clients receive a secure magic link via SMS or email. One click, 60 seconds, documents uploaded. No passwords, no account creation, no friction—just like having a personal assistant for each request.

How it works:

  • • Client clicks secure link in SMS/email
  • • Verifies identity with one-time passcode
  • • Uploads documents directly to your secure portal
  • • Automatic confirmation sent to both parties
Perfect for: Tax season document collection, client onboarding, urgent requests

Real-Time Progress Tracker

Live Dashboard Updates

See exactly what's missing at a glance. Our live progress meter shows completion status for each client request, so your team stops guessing and starts delivering results.

Dashboard shows:

  • • Completion percentage for each request
  • • Which specific documents are missing
  • • Client response times and patterns
  • • Deadline tracking and alerts
Perfect for: Monthly bookkeeping checklists, audit preparation, team coordination

OCR Auto-Filing System

Intelligent Document Organization

Documents automatically sort themselves. Our OCR technology reads document content and files them in the correct category—'Feb-2025-bank.pdf' goes exactly where it belongs.

Auto-filing features:

  • • Automatic document type recognition
  • • Smart filename generation
  • • Folder organization by client and period
  • • Duplicate detection and handling
Perfect for: Organizing client files, reducing manual sorting, maintaining audit trails

Bank-Level Security

Enterprise-Grade Protection

Your clients' sensitive financial documents are protected with the same security standards used by banks. AES-256 encryption, and zero-knowledge architecture.

Security features:

  • • AES-256 encryption in transit and at rest
  • • Multi-factor authentication
  • • Regular security audits and penetration testing
Perfect for: Sensitive financial documents, regulatory compliance, client trust

Workflow Automation

Automated Reminder System

Never chase clients manually again. Our smart reminder system sends gentle, professional follow-ups at optimal intervals until documents are submitted.

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Smart Timing

Reminders sent at optimal times based on response patterns

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Professional Tone

Gentle, branded reminders that maintain client relationships

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Multi-Channel

SMS and email reminders for maximum reach

Bulk Request Management

Send document requests to multiple clients simultaneously. Perfect for tax season or recurring monthly bookkeeping requirements.

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Template Library

Pre-built templates for common document requests

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Batch Processing

Send requests to hundreds of clients with one click

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Progress Aggregation

Track completion across all clients in one view

Integrations & Compatibility

Practice Management

Works seamlessly with your existing practice management software and client databases.

Cloud Storage

Auto-sync with popular cloud storage platforms including Google Drive, Dropbox, and OneDrive.

Accounting Software

Direct integration with QuickBooks, Xero, and other popular accounting platforms.

Ready to experience these features firsthand?

Start your free trial today and see how Doc Cheetah transforms your document collection workflow.

Start Free Trial Schedule Demo

5 free document requests • No credit card required • Setup in 2 minutes