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Client document managementThe client sends it any way they like. The firm receives it organized.

Client documents arrive by WhatsApp, email and photo; DOQYN reads, classifies and files them by client, requests what is missing with a deadline, signs fee agreements and powers of attorney and keeps everything with proof.

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Document request

Client Padaria Trigo Bom

Organized
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What hurts today

  • The client sends documents by WhatsApp, email and photo, and the firm becomes their archive.

    How DOQYN solves it

    Everything that arrives is read and classified by AI, with full-text search and a folder per client.

  • Chasing missing documents, every month, one by one.

    How DOQYN solves it

    A document request with deadline and automatic reminder; the client sends through the link and the file lands in the right category.

  • Fee agreements and powers of attorney signed on paper.

    How DOQYN solves it

    Electronic signature with the client as a guest, confirmation code and a PDF with certificate.

  • Keeping documents for dozens of clients for years.

    How DOQYN solves it

    Category by client and by type, defined retention, recorded disposal and controlled sharing.

A real flow, start to finish

  1. 01

    New client

    Fee agreement and power of attorney signed as a guest; client folder created.

  2. 02

    Every month

    Document request with deadline; what arrives is read and classified; what is missing gets a reminder.

  3. 03

    Delivery

    Tax forms, reports and filings shared with the client, with proof of opening.

  4. 04

    Storage

    Everything by client and by type, with recorded retention and disposal.

Ready-to-use example

Monthly document request

Statements, invoices and receipts requested from the client with a 5-day deadline. The client sends through the link; AI classifies; the accountant sees what arrived and what is missing.

Questions from people in the field

Do my clients need an account?

No. They get a link to send, sign or open documents, and confirm with a code. People who only send or sign never pay.

Is there a plan for firms serving many clients?

Yes, a partner plan with a high allowance and a multi-account dashboard. Talk to us.

Can access be separated by client?

Yes, by category, group and document class. Each person in the firm sees only what they need.

Start with a document from this area.

Create an account, upload the document that gives you the most work and watch the flow happen.

Start for free