Features built around real document workflow problems
Request, track, and retrieve client documents. All in one structured workflow.
Everything you need to request, track, and retrieve documents
Structured Requests
Document types, deadlines, and instructions in one request.
Automated Reminders
Automatic email and WhatsApp follow-ups.
Client Upload Portal
Secure link, no app or login required.
Request Tracking
Pending, uploaded, overdue. All in one view.
Document Library
Organized, searchable, linked to clients.
Document Type Tagging
Find by type, not filename.
Create structured document requests
Select clients, choose required document types, set deadlines, and add instructions. Each request is clear and trackable from the start.
- Select one or multiple clients
- Choose from standard or custom document types
- Set deadline and add instructions
- Save as reusable template
Automated reminders that reduce manual chasing
Stop sending repeated WhatsApp messages and emails. Reminders go out automatically based on your schedule.
- Email reminders on configurable schedule
- Overdue notifications
- Reminder history visible on each request
- Pause or resume reminders per request
Simple, secure upload for your clients
Clients open a link, see what documents are needed, upload files, and leave a message, all without creating an account.
- Secure upload link via email
- Clear document checklist
- Optional message to CA
- Mobile-friendly
Track every request across all clients
See what is pending, what is uploaded, and what needs attention from a dashboard view or client-level detail.
- Dashboard with status overview
- Client-wise request history
- Document-level tracking
- Needs attention alerts
Find documents by what they are, not what they're named
Every uploaded file is tagged by document type and linked to the right client. Search by type instead of guessing filenames.
- Tagged by document type
- Search and filter across all clients
- Files linked to requests
- Retrieve during review or audit without asking again
What DocReceipt helps you manage
Document Requests
Structured & trackable
Automated Reminders
Email & WhatsApp
Client Uploads
No app required
Request Tracking
Dashboard & client view
Document Library
Organized & searchable
Document Tagging
By type, not filename
Recurring Workflows
Monthly automation
Team Access
Role-based control
Security
256-bit encrypted, India hosted
Your clients' documents deserve secure handling
PAN cards, bank statements, invoices. Your clients trust you with sensitive files. DocReceipt is built to protect that trust.
256-bit Encryption
Every file encrypted at rest and in transit
India-Hosted
Client documents stay on Indian servers
Secure Upload Links
Token-based, expiring links per request
Role-Based Access
Control who sees which client documents
See these features in action
Book a short demo to see how DocReceipt fits your workflow.