Collect client documents without scattered email attachments
Doqubox helps accountants request bookkeeping files, tax records, annual accounts documents, and client dossiers securely. Clients see exactly what is needed, while your team receives a clearer, more complete file.
Client dossier
Income tax return
Bank statements
Received
Sales invoices
Received
Purchase invoices
Received
Receipts
Received
Contracts
Open
Why it works
From chasing files to receiving complete dossiers
Accountants lose time on missing attachments, unclear email threads, and sensitive files in ordinary inboxes. Doqubox turns client document collection into a clear workflow.
Fewer reminders
Request the exact documents needed for a client, period, or dossier. Clients see what is still missing.
Safer than attachments
Bank statements, payroll files, and tax records are submitted through a secure upload route.
A more professional intake
Clients get a clear upload experience instead of being asked to send sensitive documents by email.
Common requests
Documents accountants often collect
How it works
A simple workflow for client files
Create a request
List the documents needed for bookkeeping, tax work, or annual accounts.
The client uploads securely
No client account required. They submit documents through a professional upload link.
Receive a clearer dossier
See what has arrived and what still needs a reminder.
Compliance in practice
A safer way to collect GDPR-sensitive client documents
Accounting firms receive files with personal data, financial details, and sometimes identity information. Doqubox helps your firm request those documents through a clearer process instead of scattered email attachments.
Supports your GDPR workflow
Doqubox does not replace legal advice or internal policy, but it helps with practical measures: fewer files in inboxes, clearer document requests, secure uploads, and a more professional handling of confidential client files.
Fewer sensitive email attachments
Client files are submitted through a secure upload environment, reducing the need to keep bank statements and tax documents in ordinary mailboxes.
Clear document requests
Request only the documents needed for a dossier, return, or reporting period. That makes data minimization easier to apply in practice.
Professional client expectation
A secure upload link shows clients that your firm handles confidential administration carefully.
Security by design
Built for confidential financial documents
Doqubox is designed for situations where ordinary email does not fit the sensitivity of the files: bank statements, annual accounts records, payroll files, contracts, and tax documents.
Encrypted uploads
Files are submitted through a secure upload flow instead of regular email attachments.
EU hosting platform
European infrastructure better fits teams that handle client data carefully.
No client account needed
Clients can submit files securely without extra account friction or complicated instructions.
Passkeys for access
Doqubox uses modern passwordless access to protect accounts more strongly.
Make document collection easier for your firm and your clients
Start for free and see how Doqubox helps accountants receive client documents securely and completely.
View plans