Stop Chasing Documents. Start Advising.
Accounting professionals waste 2+ hours daily following up on client documents. Doc Cheetah automates the entire process so you can focus on what matters most.
The Daily Struggle Every Accountant Knows
Time Wasted Following Up
Spend 2+ hours daily calling, emailing, and texting clients for missing documents instead of providing valuable advisory services.
Missed Deadlines
Tax season stress and last-minute rushes because client documents arrive too late, forcing overtime and compromising quality.
Frustrated Clients
Clients receive multiple confusing requests and don't know what to send, leading to poor experience and potential churn.
How Doc Cheetah Transforms Your Practice
Turn document collection from your biggest headache into a seamless, automated process.
Create Smart Checklists
Build customized document checklists for different service types - tax prep, bookkeeping, audits, or advisory engagements. Include specific instructions and due dates.
Send Magic Links
Send clients a single, secure link where they can see exactly what's needed, upload documents, and track their progress. No more confusing email chains.
Automated Follow-ups
Doc Cheetah automatically sends gentle reminders for missing documents, escalating as deadlines approach. You never have to chase again.
Smart Organization
Documents are automatically organized by client and engagement. OCR technology reads and categorizes uploads for instant access when you need them.
Real Results for Accountants
Perfect for Every Accounting Service
Tax Preparation
- W-2s, 1099s, and income statements
- Receipts and expense documentation
- Investment and retirement account statements
- Prior year returns and supporting documents
Monthly Bookkeeping
- Bank and credit card statements
- Invoices and receipts
- Payroll reports and tax filings
- Trial balance and supporting schedules
Year-End Compilation
- General ledger and chart of accounts
- Year-end adjusting entries
- Fixed asset schedules and depreciation
- Management representation letters
Advisory Services
- Financial statements and budgets
- Cash flow projections
- Business valuation documents
- Strategic planning materials
"Doc Cheetah transformed our tax season. Instead of spending hours chasing documents, I can focus on tax planning and advisory work. Our clients love the transparency and we've increased our capacity by 30%."
Sarah Chen, CPA
Partner, Chen & Associates Accounting
Ready to Reclaim Your Time?
Join hundreds of accounting professionals who've eliminated document collection headaches.
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