IN THE FIELD GUIDE
Dokutrak
dokutrak.com
Collecting client documents before work can start, such as tax files or bank statements. Automated follow-ups sent under the firm's name when clients do not respond. AI flags wrong file types, wrong years, missing pages, or unreadable scans at upload for user review.
THE PRODUCT, BEYOND THE PITCH
Editorially reviewed · Sources checked Oct 3, 2026
A good fit for
- Firms or practitioners who want to reduce time spent chasing client documents and improve document collection efficiency.
- Users who want to integrate AI-assisted document checking and automate follow-ups without requiring clients to create accounts.
Know the limitations
- DokuTrak does not approve client documents automatically; a person must accept or request replacements.
- Clients do not get a client portal or dashboard; they only receive a single secure upload link per request.
What you can do
- Collecting client documents before work can start, such as tax files or bank statements.
Features
- Automated follow-ups sent under the firm's name when clients do not respond.
- AI flags wrong file types, wrong years, missing pages, or unreadable scans at upload for user review.
Integrations
- Works with Claude Code and Codex AI agents to automate document requests and follow-ups via prompts.
- Open source connector dokutrak-mcp on npm and GitHub enables integration with AI agents.
Platforms & data export
- Web-based software accessible via secure upload links; clients upload files on their phones without accounts.
- Documents remain downloadable after subscription ends until deletion date; no specific export formats detailed.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Send one upload link to the client specifying required documents; client uploads without creating an account.
- Automated follow-ups are sent under your firm’s name if the client does not respond, with limits set by you.
- AI checks uploaded files for issues and flags problems for your review; you accept or request replacements.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
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