DocPort is the simplest way for professionals to collect documents from clients. Whether you are an
accountant, attorney, real estate agent, or insurance advisor, DocPort streamlines your document collection workflow so you can focus on what matters most.
Stop chasing clients for missing paperwork. DocPort gives you a clear, organized system to request, track, and manage every document you need.
KEY FEATURES
- Client Management: Organize clients by industry with full contact details and activity tracking. Quickly find any client and see their document status at a glance.
- Document Requests: Create detailed checklists of required documents for each client. Track completion progress in real time with visual indicators. Know exactly what you have and what is still missing.
- Industry Templates: Get started fast with pre-built templates for accounting, legal, real estate, and insurance. Customize any template to fit your specific workflow.
- Smart Reminders: Set due dates on document requests and receive automatic notifications at 7 days, 3 days, 1 day before the deadline, and on the due date itself. Never let a deadline slip through the cracks.
- Share Links: Generate secure upload links and share them with clients via Messages, Mail, or any app. Clients receive a clear list of what you need from them.
- File Preview: View uploaded documents directly in the app with built-in Quick Look support. No need to switch between apps to check what your client sent.
- Privacy First: All your data stays on your device. DocPort does not upload your files to any external server. No accounts to create, no cloud services to trust. Your client data remains private and under your full control.
- Clean Interface: Designed with Apple's design principles in mind. A simple, intuitive interface that gets out of your way and lets you work efficiently.
WHO IS DOCPORT FOR
- Accountants collecting tax documents and financial records
- Attorneys requesting legal documents and identification
- Real estate agents gathering property paperwork
- Insurance advisors collecting policy documents and claims
- Any professional who needs documents from clients
DocPort makes document collection easy, organized, and stress-free. Download now and take control of your client document workflow.
