Built for CA firms
Stop chasing clients for documents
Automatically request, follow up, and track submissions so you get documents on time without chasing anyone.
Clients receive requests on WhatsApp or email and upload through a simple secure link. Once uploaded, documents stay organized and easy to find later.
This is how document collection breaks down in real life
Most firms are not struggling because clients never send documents. They struggle because collection is scattered, tracking is weak, and the same files get asked for again.
Manual follow-up chaos
WhatsApp messages, calls, and emails every month just to collect basic documents.
No clear visibility
Teams do not always know what is pending, what was uploaded, and which client still needs attention.
The same files requested again
Clients get frustrated when invoices, statements, or proofs are asked for more than once.
Documents become hard to find later
Files arrive with random filenames and end up scattered across folders, chats, and email threads.
The problem is not just collecting documents. The real problem is repeated follow-up, poor visibility, and the inability to find documents later when they are needed.
Turn document collection into a structured workflow
Create and send a request
Select the client, choose the required document types, set a deadline, and add instructions. Clients receive a clear, structured request instead of scattered messages.
- Select client
- Choose document types
- Add deadline and notes
Clients upload through a simple secure portal
Clients open a secure link, see exactly what is required, and upload each document in one place. No app download, no confusion, and no back-and-forth over missing files.
- Secure upload link
- Clear checklist
- Optional client note
Track status and retrieve files later
See what is pending, what is uploaded, and what still needs follow-up from one dashboard. Later, retrieve documents by type and client without asking for the same file again.
- Pending vs uploaded visibility
- Request-level tracking
- Easy retrieval later
Never lose or search for documents again
Collecting documents is only half the problem. The other half is finding them later when your team needs them for review, filing, or audit.
- Every document is tagged by type at the time of upload
- Search by document type, client, or date range
- Organized by client and request, no manual folder management
- Access past documents across any engagement without asking again
Find documents by what they are, not what they're named.
Even if a client uploads a file like download-2026-04-09.pdf or 1757097883725.pdf, your team can still retrieve it as a Bank Statement if it has been tagged correctly.
Know exactly what was requested, what was uploaded, and what is still missing
Instead of checking chats, folders, and memory, your team can see request history and document status clearly for every client.
- See every request sent to a client and its current status
- Know which documents were uploaded and which are still pending
- View full request history without checking email or chat
- Identify clients who need follow-up at a glance
Less guessing. Better follow-up. Clearer communication.
Current reality vs. with DocReceipt
- Chasing clients over WhatsApp, email, and phone calls every month
- No clear picture of what has been requested and what is still pending
- Documents scattered across email, chat, and local folders
- Same documents asked for again across different engagements
- Clients frustrated by repeated requests for files they already sent
- Requests sent in minutes with automatic follow-up reminders
- Real-time dashboard shows status across every client and request
- Everything stored in one place, organized by client and document type
- Upload once, retrieve anytime. No need to ask again
- Clients upload through a simple link with no app required
Built for secure document handling
Financial documents need trust, not just convenience.
256-bit encryption
All documents encrypted at rest and in transit using industry-standard AES-256.
India-hosted servers
Data stored in Indian data centers. Your documents never leave the country.
Secure upload links
Clients access uploads through unique, time-limited tokens. No passwords or accounts needed.
Role-based access control
Team members see only the clients and documents they are assigned to.
Simple pricing. Built around your workflow.
Start with the plan that fits your team today and scale as your usage grows.
Free
Try the workflow
Up to 3 clients, 5 requests/month, email reminders, and basic tracking.
Free
View pricing →Starter
For solo practitioners
25 clients, unlimited requests, document library, tagging, and recurring schedules.
₹999/month
View pricing →Growth
For growing firms
Up to 5 users, 100 clients, WhatsApp reminders, role-based access, and shared visibility.
₹2,499/month
View pricing →Ready to stop chasing clients?
See how DocReceipt helps your firm collect documents faster, keep them organized, and avoid asking for the same file twice.