Stop chasing clients for documents. Get them filed directly into your Google Drive.
The zero-friction document portal for accounting firms, legal practices, finance teams, and growing businesses. Clients get a magic link with a clear checklist—no passwords, no app downloads, no file size limits.
Due April 15, 2026 • Requested for Sarah Jenkins
How DocTick transforms your client intake
No software for clients to install, no accounts for them to create. Just a streamlined checklist on any phone or browser.
Create & Send Checklist
Pick from standard professional templates (Tax 1040, Mortgage Pre-Approval, Corporate Onboarding) or build your custom list in seconds.
Clients Upload in 1-Click
Your client receives a magic link. They snap clear photos with their phone camera or drag and drop PDFs directly from their laptop.
Files Stream to Google Drive
Files stream directly into your Google Drive, neatly organized in standardized folders like /DocTick/Clients/John Doe/.
Built specifically for boutique firms and growing teams
| Feature | DocTick | Email Threads | Enterprise Portals (TaxDome, etc.) |
|---|---|---|---|
| Client Login Required? | None (Zero Friction Magic Link) | None | Forced password & account creation |
| Structured Checklist? | Yes, item-by-item progress | Chaotic, easily lost attachments | Yes (buried inside CRM) |
| Where Files Are Saved | Your own Google Drive | Your email inbox (25MB limits) | Locked in proprietary cloud |
| Monthly Price | Free or $14.99/mo Pro | Free | $50–$120/user/month |