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Features that give partners their evenings back.

Collect client docs 4× faster and reclaim 10 billable hours per partner.

Core Features

Magic Link Uploads

Zero-Login Client Access

Clients send docs in 60 seconds. One secure magic link, zero logins, zero friction. It's like handing every partner a personal assistant.

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

Spot missing docs instantly. Live meters reveal each client's status so your team delivers, not guesses.

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

Docs land in the right folder automatically. OCR reads content and files it, sparing hours of dragging.

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

Sleep easy; your clients' files enjoy bank-grade AES-256 security 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

Stop chasing clients. Smart reminders nudge them until docs arrive, freeing you for billable work.

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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

Blast hundreds of requests in one click—ideal for tax season or monthly close.

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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

Syncs with your practice management tools—no double entry, no headaches.

Cloud Storage

Auto-syncs with Google Drive, Dropbox, OneDrive, and more.

Accounting Software

Hooks straight into QuickBooks, Xero, and other accounting staples.

Slash admin hours—try Doc Cheetah free.

Launch your risk-free trial now and reclaim 10 billable hours this month.

Start Free Trial Schedule Demo

5 free doc requests • 2-minute setup • No card needed