DokFlow
Document requests without the Excel-and-email chaos
DokFlow supports teams collecting documents from clients in financial, accounting, due diligence, and similar engagements. Instead of scattered coordination across Excel, email, and SharePoint — one workspace with clear ownership on both sides, change history, and a dedicated client portal.
The problem it solves
In document-driven projects, much of the work is coordination: who needs to deliver a file, what's still missing, what's overdue, which version is current, and which questions remain open. The result is chaos on both sides and the cost of manual follow-ups.
Who it's for
Small and mid-sized professional services firms and accounting/advisory offices running document projects — teams that work in Excel, email, and SharePoint today but need a simple ownership and compliance model.
Key capabilities
- Request list with owners on both sides and due dates
- Status workflow with auditable change history
- Client portal for document delivery and responses
- Questions and answers embedded in each request
- Attachments and versions tied to a request, not a folder
- Email and in-app notifications for key events