DocPort
Client File Portal — Collect
$6.99 · Designed for iPad. Not verified for macOS.
Collect client documents without the back-and-forth. Structured checklists, smart reminders, and secure upload links - all on your device.
DocPort is the simplest way for professionals to collect documents from clients. Whether you are an accountant, attorney, real estate agent, or insurance advisor, DocPort streamlines your document collection workflow so you can focus on what matters most.
Stop chasing clients for missing paperwork. DocPort gives you a clear, organized system to request, track, and manage every document you need.
KEY FEATURES
- Client Management: Organize clients by industry with full contact details and activity tracking. Quickly find any client and see their document status at a glance.
- Document Requests: Create detailed checklists of required documents for each client. Track completion progress in real time with visual indicators. Know exactly what you have and what is still missing.
- Industry Templates: Get started fast with pre-built templates for accounting, legal, real estate, and insurance. Customize any template to fit your specific workflow.
- Smart Reminders: Set due dates on document requests and receive automatic notifications at 7 days, 3 days, 1 day before the deadline, and on the due date itself. Never let a deadline slip through the cracks.
- Share Links: Generate secure upload links and share them with clients via Messages, Mail, or any app. Clients receive a clear list of what you need from them.
- File Preview: View uploaded documents directly in the app with built-in Quick Look support. No need to switch between apps to check what your client sent.
- Privacy First: All your data and files stay on your device. DocPort does not upload your files to any external server. No accounts to create, no cloud services to trust. Your client data remains private and under your full control.
- Clean Interface: Designed with Apple's design principles in mind. A simple, intuitive interface that gets out of your way and lets you work efficiently.
WHO IS DOCPORT FOR
- Accountants collecting tax documents and financial records
- Attorneys requesting legal documents and identification
- Real estate agents gathering property paperwork
- Insurance advisors collecting policy documents and claims
- Any professional who needs documents from clients
DocPort makes document collection easy, organized, and stress-free. Download now and take control of your client document workflow.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- Uploaded files are now reliably saved to your device. Previously, files could be lost after restarting the app. All your client documents now persist securely in local storage.
- File preview now works correctly. You can view uploaded PDFs, images, and documents anytime using the built-in Quick Look viewer.
- iCloud sync is now available. Enable it in Settings to keep your data in sync across all your devices.
- Deleting a client now properly cleans up all associated files, keeping your storage tidy.
- Overall stability and reliability improvements for file management.
The developer, 贺 周, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- 贺 周
- Size
- 1.3 MB
- Category
- Utilities
- Compatibility
Requires iOS 17 or later.
- iPhone
Requires iOS 17 or later. - iPad
Requires iPadOS 17 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
9+
- 9+
- Copyright
- © 202604281516
