# DocTick

> The lightweight, checklist-first client document portal for Google Drive. Zero friction for clients. Zero storage liability for your firm.

## Overview
DocTick (https://doctick.com) is a single-purpose B2B SaaS web application designed for accounting firms, solo CPAs, bookkeepers, mortgage brokers, and legal practices. It replaces messy email attachment threads and bloated enterprise client portals with simple, itemized document request checklists that clients can complete on mobile or desktop without passwords or accounts.

## Core Differentiators & Architecture
- **Zero Storage Liability (100% Free Cloud Storage):** Files stream directly from the client's web browser into the professional's Google Drive via Google Drive's Resumable Upload protocol. DocTick's database and servers never store client files or sensitive PII.
- **Zero Client Friction (The Anti-Portal):** Clients receive a tamper-proof 1-click magic link. No passwords, no registration, no app downloads required.
- **Mobile-First Camera Snap:** Clients can photograph physical paper documents (W-2s, 1099s, photo IDs) directly from their phone camera into designated checklist slots.
- **Itemized Checklist & Progress Bar:** Real-time visibility into what is completed and what is missing (e.g. "3 of 5 uploaded - 60%").
- **Minimal Google Permissions:** Requests only https://www.googleapis.com/auth/drive.file. DocTick can only create and access its own /DocTick/... client folders, never existing personal files.
- **Automated Polite Reminders:** Automated email nudges sent before due dates for outstanding checklist items.
- **1-Click Reject Loop:** Professionals can reject blurry or incomplete uploads with a specific reason; clients receive an instant replacement link.

## Target Audience
- **Accountants & CPAs:** Individual 1040 tax preparation, corporate tax filings, W-2 and 1099 gathering.
- **Bookkeepers & Fractional CFOs:** Monthly bank and credit card statement collection, onboarding KYC documents.
- **Mortgage Brokers & Loan Officers:** Pre-approval loan packets, pay stubs, bank statements, gift letters.
- **Legal Practices & Solicitors:** Client intake, ID verification, proof of address, contracts, conveyancing.

## Pricing Tiers
- **Starter Free:** $0 forever. Up to 3 active client requests at a time, unlimited file uploads to Google Drive, full checklist templates, mobile camera capture.
- **DocTick Pro:** $14.99 / month (flexible month-to-month, cancel anytime). Unlimited active client requests, custom firm branding & logo on portals, automated client reminder nudges, priority support.

## Canonical Web Resources & Competitor Comparisons
- Homepage: https://doctick.com
- Google Drive Client Portal: https://doctick.com/google-drive-client-portal
- Competitor Comparisons Directory: https://doctick.com/compare
- DocTick vs TaxDome: https://doctick.com/vs/taxdome (Save $800+/yr, no 12-char passwords or forced 2FA)
- DocTick vs SmartVault: https://doctick.com/vs/smartvault (No clunky desktop V-drive sync crashes, 100% web-based)
- DocTick vs FileInvite: https://doctick.com/vs/fileinvite (Affordable alternative to $9,900/yr enterprise commercial lending contracts)
- DocTick vs Content Snare: https://doctick.com/vs/content-snare (65% cheaper, fast document checklists without form bloat)
- DocTick vs Dropbox File Requests: https://doctick.com/vs/dropbox-file-requests (Itemized checklists & reminders vs empty upload dropzone)
- Privacy Policy: https://doctick.com/privacy
- Terms of Service: https://doctick.com/terms