The Docquo toolkit
The records workflow your firm deserves.
From the first request to the final review, keep quarterly record collection organised — without adding work for your clients.
01
Personal upload links
A secure link for every client. A clear checklist for every quarter. No client accounts, passwords or apps to install.
Tailor checklists for sole traders, landlords or both. Clients can upload multiple files, take a photo on their phone, or tell you when there is nothing to upload.
Hello Client A
Q3 · Records due 12 January
02
Automatic reminders
Chase only what is outstanding. Reminders stop when the checklist is complete.
Choose your schedule, personalise templates and pause reminders when needed. Escalations and a daily digest keep the right people informed. Email sending requires a connected sending domain.
03
AI document checks
Spot possible date-range issues, duplicate files and other document problems before you review.
Automated suggestions help your team check records, not replace their judgement. Bank-statement checks retain only the final four account digits. Uploads are never blocked by an AI flag.
Statement period: 1 Apr – 30 Jun
This statement may not cover Q3. Review before accepting.
Automated suggestion · Never blocks an upload
04
A clear deadlines view
Keep HMRC update deadlines and your own records-due dates in sight.
See every quarter in one place, set your collection dates and identify waiting, partial, complete and late requests without digging through email.
05
Team roles
Give owners, managers and staff the access they need. Nothing more.
Invite your team and assign clients. Owners manage billing and settings, managers see all clients, and staff see only the clients assigned to them.
06
Bulk client import
Bring your client list across from CSV or Excel, without re-keying it.
Map columns, preview records, catch invalid rows and detect duplicate emails before importing. Send requests in bulk and export clients and request statuses when needed.
clients.csv
Preview and validate before importing
07
Firm branding
Your logo, your colour and your welcome message on every client upload page.
Give clients a familiar experience while keeping the upload process simple. Your firm remains front and centre, with a small Powered by Docquo footer.
Your firm
Welcome. Please upload the records on your checklist.
Powered by Docquo
08
Secure UK/EU hosting
Private encrypted storage and firm-isolated access, built around sensitive client records.
Expiring upload links, short-lived downloads and role-based access keep records protected. Choose retention periods and export or request deletion of your firm data.
Encrypted, private storage
Expiring upload links
Firm-isolated access
Export your data anytime
Your next quarter. Under control.
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