Document Tracking & Deadline Reminder Software for Accountants and Agencies
Client Document Tracker with Clear Deadlines
Communicate with clients when documents are missing, send automatic email reminders, and keep deadlines under control without spreadsheets. Easier than managing document tracking in Excel. Free up to 10 clients.
Replace Excel document checklists
Move from spreadsheets to a dedicated system built for tracking client documents.
See what's missing in seconds
Get instant visibility into which documents are outstanding across all clients.
Automatic email reminders
Send scheduled reminders to clients automatically without manual follow-up.
Document audit trail
Complete history of uploads, reminders, and changes for each document.
Secure document storage
Documents stay in your Google Drive or in our encrypted EU cloud.
Client upload portal
Clients upload documents in one place instead of email attachments.
See how DocTracker works
2-minute demo of client document collection and deadline tracking
Pricing
Basic (Free)
- Up to 10 clients
- 700 MB secure EU cloud storage
- or store files directly in your own Google Drive
- 2 automatic reminders per document
- 150 reminder emails per month
Pro ($10/month)
- Up to 100 clients
- 2 GB secure EU cloud storage
- or store files directly in your own Google Drive
- 3 automatic reminders per document
- 600 reminder emails per month