A simple way to collect and manage documents
Save yourself the headache
DocKeeper is a cloud-based document management and collection solution enabling you to collect, sign, verify and track key documents such as driver’s license, permits and insurances automatically.
Take the work out of your
document collection workflow
DocKeeper is the smart, stress-free way to collect documents from clients with simple Point & Click Editors and full access to customise key document types, email templates and notification frequency. DocKeeper makes it super easy for client companies to implement an efficient document tracking solution.
Configure requests in your own way
Automate client reminder emails
Real-time admin notifications
Track and analyze engagement
Simple and secure client portal
Our client portal is designed to serve as a perfect interface that ensures a smooth interaction between our clients and their contacts.
- Provide a modern client interaction experience
- Easy to use
- End-to-end management control
- Help your clients share files easily
Custom company branding
Make DocKeeper truly yours and impress your clients by replacing our branding with your own.
Custom URL
Remove DocKeeper Branding
Access everything on the go
DocKeeper has been designed to function perfectly on your mobile device.
It doesn’t stop at that, you don’t need access to a scanner to upload your key documents; we have made uploading super easy. DocKeeper allows you to make use of your mobile phone camera to capture and upload your key documents right on the spot.
Make it so easy to sign your documents
DocKeepers easy to use electronic signature tool means you can create legally binding esignatures for faster document signing.
Document collection
without the back and forth
Stop getting lost in your inbox conversations, messy hacked-together processes and confusing shared drives and spreadsheets. DocKeeper is a simple checklist for your clients with automatic reminders.
Create
Simply set up your required documents, reminders, contacts and groups for sending.
Send & Remind
Send out your requests and let DocKeeper do the chasing.
Approve & Manage
Document collection like you always wanted. Now simply approve, reject and process your requests.
Seriously Loved by
Compaines Big & Small
Operations Managers, business owners, accountants and admins at companies of every size and industry
rely on DocKeeper to save them time collecting documents from stakeholders and clients.