DocTracker
Document tracking and deadline reminder system that replaces spreadsheets for collecting client documents and sending automatic reminders
A document tracking and deadline reminder system that replaces spreadsheets for collecting client documents, identifying missing items, and controlling deadlines through automatic email reminders. It sells to accountants and agencies, serving operations and finance roles in small businesses that manage recurring client document collection. It is positioned as a dedicated alternative to Excel checklists and is delivered as cloud software with a client upload portal and storage in an encrypted EU cloud or the customer's Google Drive.
Key features
- Track client documents and deadlines
- Identify missing documents across clients
- Automatic email reminders
- Client upload portal
- Document audit trail
- Secure EU cloud storage
- Store files in Google Drive
- Replace Excel checklists
Social posts
- No social media activity detected
GTM channels
- No GTM activity detected
ICP
- Finance accounting teams
- Agencies
- Operations teams