✦Built for financial professionals
The client portal
built for
Bookkeepers
Stop chasing documents over email. DocsTray gives your practice a white-label portal — send checklists, clients upload, you download and move on.
🎨
White-Label Portal
Your logo, your colours, your domain.
📋
Document Checklists
Clients see exactly what to upload per item.
📧
Auto Notifications
Email alerts when files arrive. No chasing.
🗜️
ZIP Downloads
One click to download all client files.
JM
SR
KP
AL
MW
120+ on the waitlist
Bookkeepers ready to switch
✉
Early AccessJoin the Waitlist
Be first to access DocsTray and lock in founding member pricing.
14days
Free trial
5min
Setup time
100%
White-label