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AI AgentsBBaran Öncel
Overview
The work isn't the hard part. Getting clients to send everything before you can start is — three emails, a call, a blurry photo of page 1 of 3, last year's W-2.
DokuTrak is the assistant that does the chasing. Your clients get a clear view of what's still missing instead of your fifth reminder. When you sit down to work, the file is complete and the wrong files have already been flagged.
You approve every file — the AI never does. Clients upload from one link, no account, nothing to learn. First request free.
Screenshots
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Features
1Automated follow-ups for missing client documents
2One secure upload link, with no client account required
3AI flags wrong or incomplete files at upload
4You review and approve every file
5Clear progress tracking for each request
FAQ
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