Client file sharing portal
Request documents from clients and send documents to them in a secure portal instead of by email. Who uploaded what, and when, is recorded.
- Folders per client
- Document request lists
- Upload and download log
- Time-limited sharing links
Accountants, law firms, architects and consultancies.
A typical day
At the end of the month clients get a list of missing documents, and the list closes item by item as they upload.
Core modules
The core parts that come with the package. Additions specific to your business are discussed separately when we scope the work.
Document request lists
Upload and download log
Time-limited sharing links
Licence, rent and delivery
One-off licence
Paid once, with no rent afterwards. The first year of updates and support is included; after that a yearly maintenance fee applies. The source code is not handed over.
Monthly rent
Paid every month; you keep using it while payments continue. If a payment is late, you get a reminder first; then the service is suspended.
Delivery
Set up and handed over the next day if the software is ready, within one week if it is not. The product runs on Doki's infrastructure and we do the setup.
Let's talk about your project.
Tell us what you need; we will define the scope together.