Professional Document Management

The document portal your clients expect.

Structured checklists, per-file approvals, and a complete audit trail. Built for accountants and tax professionals.

No credit card required·Setup in 5 minutes
Document Register2025 · Personal Tax Return
CodeDocumentStatus
T4Employment IncomeRECEIVED
T5Investment IncomeRECEIVED
RRSPContribution ReceiptIN REVIEW
NOANotice of AssessmentAWAITING
T2202Tuition AmountAWAITING

Common challenges

—Sensitive documents sent through unencrypted email
—No record of which version clients have reviewed
—Hours lost chasing missing paperwork with no organized system

About

Built for professional document sharing.

Docport gives accounting firms a structured, auditable way to collect documents from clients — replacing the chaos of email attachments with a controlled engagement workflow.

Each engagement has its own checklist, each file has an approval state, and every action is logged.

SECUREPre-signed S3 URLs. No document touches our application servers.
ORGANIZEDChecklists tied to each engagement. Nothing falls through the cracks.
AUDITABLEComplete activity logs: uploads, views, downloads, approvals.

Features

Everything the engagement needs.

SECURITYFiles stored in AWS S3 with presigned URLs. Documents never route through our servers.
CHECKLISTSStructured document lists tied to each engagement. Clients see exactly what is missing.
AUDIT TRAILEvery view, upload, and download is timestamped and logged. Full chain of custody.
ACCESS CONTROLPer-client access, revocable at any time without deleting documents.
APPROVALReview and approve each document individually. Rejected items prompt resubmission.
STORAGE100 GB per subscription. PDF, Excel, images, and all major formats accepted.

Getting started

Up and running in minutes.

01

Create an engagement

Open a new project, choose a type, set the tax year and due date.

02

Invite your client

Send a secure access link. No account required on the client side.

03

Track to completion

Monitor document status from upload through review and approval.

FAQ

Frequently asked questions.

Pricing

Simple, annual pricing.

One subscription per firm. Unlimited projects and clients. 100 GB storage. Starting at $100 / year.

30-day money-back guarantee · No setup fees