Getting Started
Step-by-step guide to set up your account and send your first document request in under 2 minutes.
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Frequently Asked Questions
Quick answers to the most common questions about Doc Cheetah's features and functionality.
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Get Help NowGetting Started with Doc Cheetah
Follow these simple steps to transform your document collection process in just minutes.
1
Create Your Account
- Sign up with your email address
- Verify your email (check spam folder)
- Complete your firm profile
2
Create Your First Request
- Click "New Request" in your dashboard
- Add client contact information
- Select documents you need
3
Send & Track
- Client receives instant notification
- Track progress in real-time
- Download organized documents
You're All Set!
Most users complete their first request in under 2 minutes and see results immediately.
Setup Time
2 minutes
Client Response Rate
94%
Average Collection Time
3 days
Frequently Asked Questions
Find quick answers to the most common questions about Doc Cheetah.
General Questions
How quickly can I get started?
Setup takes just 2 minutes. You can create your account, set up your first document request, and send it to clients immediately. No complex configuration required.
Do my clients need to create accounts?
No! Clients receive a magic link via SMS or email. They click the link, upload their documents, and they're done. No passwords, no apps to download, no friction.
What types of documents can I request?
Any type! Tax documents, bank statements, receipts, contracts, invoices, payroll records, and more. Our system handles all common file formats including PDF, images, Word docs, and Excel files.
Security & Billing
Is my data secure?
Absolutely. We use bank-level AES-256 encryption and undergo regular security audits. Your documents are more secure with us than in email.
What's included in the free tier?
5 document requests per month, all core features, bank-level security, and email support. Perfect for trying out the service or small firms with light usage.
Can I cancel anytime?
Yes! No contracts or commitments. Cancel anytime and your service continues until the end of your billing period. You can also export all your data.
How long are documents stored?
You control retention settings. Documents can be automatically deleted after completion, or stored for up to 7 years for compliance.
Do you offer team discounts?
Yes! Teams of 5+ users get volume discounts. Enterprise plans include custom integrations and dedicated support.
Can I integrate with my existing tools?
Yes! We integrate with popular accounting software and can export documents in formats that work with your existing workflow.
Still Need Help?
Our expert support team is here to help you succeed. We respond to all inquiries within 24 hours during business hours.
Current users: Access live chat support directly from your dashboard
24hr response time
Expert team
Available worldwide