Stop chasing clients for documents. Get them filed directly into your Google Drive.
The zero-login document checklist for accounting, tax, and boutique professional firms. A clean mobile checklist that does the chasing—with no passwords, no apps, and all files streaming directly into your own Google Drive.
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/.
Stop tax season mistakes before they reach your desk
Clients often upload the wrong tax year, crop out required sections, or send personal slips instead of W-2s. DocTick's real-time AI analyzes documents in milliseconds while the client is still in the portal—so you never have to chase replacements days later.
Catches wrong tax years before upload
Scans native PDFs and phone camera photos using multi-modal OCR. If a client uploads a 2024 tax form for a 2026 filing, they get an immediate warning to upload the correct year on the spot.
1-click auto-approval for clean uploads
When documents cleanly match the requested year and document type with 98%+ confidence, DocTick flags them for instant batch approval so you can clear clean submissions in seconds.
Why it's 100% safe to connect your Google account
Engineered specifically for CPAs, attorneys, and financial advisors who handle confidential tax and personal documents. Here is the exact technical architecture that keeps your firm and your clients completely protected:
Client files stream directly into your Drive — never stored on DocTick servers
Client opens 1-click magic link on phone or laptop and selects their PDF or snaps a photo.
Streamed directly to Google Drive via Google's secure resumable upload protocol.
Lands cleanly inside /DocTick/Clients/[Name]/ in your own cloud storage.
drive.file Scope IsolationTechnically Blocked by GoogleDocTick requests Google's restricted drive.file scope—not full Drive access. Google's authentication layer physically prevents DocTick from listing, viewing, searching, or modifying any existing client folders, private tax spreadsheets, or personal documents in your Google Drive.
- Create a dedicated
/DocTickroot folder in your Google Drive. - Deposit incoming client files directly into structured client & checklist folders.
- Display real-time checklist progress and notify you when a client completes their uploads.
- Generate direct shortcuts so you can open any client folder in Google Drive with 1 click.
- ×Never view, open, or search any existing files or folders in your Google Drive.
- ×Never store copies of your clients' uploaded tax returns or bank statements on our servers.
- ×Never access your Gmail, contacts, Google Calendar, or Google account password.
- ×Never use your files or client paperwork to train AI models (Google Limited Use compliant).
Strict adherence to the official Google API Services User Data Policy. Zero data selling, zero AI training.
Clients upload via single-use magic links. All Drive folder IDs are stripped—clients cannot browse your Drive.
Hosted on Google Cloud Platform with AES-256 encryption at rest and TLS 1.3 in-flight encryption.
Revoke access anytime directly in your Google Security settings. All files remain permanently in your Drive.
Built specifically for boutique firms and growing teams
Traditional portals force clients to create passwords and get locked out. DocTick sends a 1-click checklist that does the chasing for you.
| Feature | DocTick | Email Threads | Heavy All-in-One Suites (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 | 100% Your own Google Drive (Zero vendor data liability) | Your email inbox (25MB limits) | Vendor's proprietary cloud (Files stored on third-party servers) |
| AI Verification & Auto-Approval | Instant pre-flight check catches wrong tax years; 1-click batch approval | None (Manual review days later) | Rare (Buried in complex rules or expensive enterprise addons) |
| Monthly Price | Free or $14.99/mo Pro | Free | $50–$120/user/month (Annual contract) |