Magic Link Uploads
Zero-login, one-click uploads via SMS or email. Clients can submit requested docs in under 60 seconds.
ROI: Saves ≈ 5 minutes per document
Stop the Document Chase
This Tax Season
Accounting firms using Doc Cheetah collect 90% more documents on the first request
Immediate benefit: Save 15+ hours per month during tax season
Risk-free trial: 5 document requests • No credit card required • Perfect for tax season deadlines
Firms Already Winning With Doc Cheetah
"Doc Cheetah helped us gather every single client tax organizer two weeks earlier than last year. Our preparers finally had breathing room."
"We reduced document follow-ups by 83% in March alone and saved over 40 staff hours. Absolute game-changer for extension season."
"Our clients love the no-login uploads. We saw a 98% on-time submission rate for corporate returns."
Powerful Features With Instant ROI
Doc Cheetah pays for itself in the very first month—often delivering 300%+ ROI during busy season.
Automated Reminder System
Gentle, professional reminders go out automatically until every document is received—no more manual chasing.
ROI: Saves ≈ 10 follow-up emails per client request
Real-Time Progress Tracker
Instantly see which documents are outstanding so your team can focus on completed files first and hit every tax deadline.
ROI: Prevents deadline overruns & costly last-minute overtime
🛡️ Our Iron-Clad Guarantee
If Doc Cheetah doesn't cut your follow-up emails by at least 50%, we'll refund you – no questions asked.
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.