DocTick is the lightweight, checklist-first client document portal built specifically for Google Drive™.
Collect tax forms, bank statements, identification, and onboarding records from your clients without email attachments, lost files, or forcing clients to create passwords. Files stream directly into your designated Google Drive™ folders.
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KEY FEATURES
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• 1-Click Client Portals (Zero Passwords)
Send clients a secure magic link. Clients view an itemized checklist and upload files from their phone or computer in seconds without account creation.
• Direct Google Drive™ Integration
DocTick never stores your files on intermediate servers. Client uploads stream directly into your Google Drive™ using Google's Resumable Upload protocol into clean, organized subfolders (e.g., /DocTick/Clients/Client Name/).
• Itemized Document Checklists & Templates
Create reusable checklist templates for tax prep, mortgage applications, legal intake, or client onboarding.
• Review, Approve, or Reject Workflows
Review incoming submissions with one click. If a client uploads an expired ID or blurry photo, reject that single item with a clear explanatory note.
• Automated Follow-Up Reminders
Stop chasing missing files manually. DocTick automatically reminds clients about pending items before deadlines.
• Secure Restricted Scopes
DocTick requests only the minimal restricted Google Drive™ permission (drive.file). We can only create and access folders and files generated by DocTick—we never have access to your personal files or other Drive contents.
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WHO USES DOCTICK?
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• CPAs, Accountants, and Bookkeepers (W-2s, 1099s, bank statements)
• Mortgage Brokers and Loan Officers (pay stubs, tax returns)
• Legal Advisors and Law Firms (intake records, contracts)
• Real Estate Agents and Property Managers
• Small businesses needing clean document collection in Google Workspace™
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GET STARTED IN UNDER 60 SECONDS
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1. Connect your Google Drive™ account with one click.
2. Select a checklist template or create your own custom document requests.
3. Send the link to your client and watch documents arrive organized in your Google Drive™.
Free plan includes up to 3 active requests. Upgrade to Pro for unlimited requests, automated reminders, and custom firm branding.
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Google Drive™ and Google Workspace™ are trademarks of Google LLC.