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Your team deserves better tools

dokoo makes document exchange between accounting firms and business clients simple, fast, and secure.

MacBook and iPhone showing dokoo dashboard and mobile app

See dokoo in Action

A look inside the platform — simple, clear, and powerful.

All incoming documents at a glance — filtered by client, status, and category.
MacBook and iPhone showing dokoo dashboard and mobile app — complete platform for accounting firms

Your platform, zero investment

Building a document exchange system costs hundreds of thousands and takes months. For most accounting firms, that is not an option.

dokoo gives your firm a complete platform for document exchange — ready to use, with no development costs and no IT overhead.

Document flowing from dokoo to SharePoint and Google Drive folders — your data on your storage

Your data stays yours

Most SaaS tools lock your data in their cloud. Migration is painful, and you lose control over sensitive client documents.

Documents are forwarded to your own SharePoint or Google Drive. dokoo stores nothing permanently — your data stays where it belongs.

dokoo onboarding wizard with Swiss accounting category templates — ready in 5 minutes

Ready in 5 minutes

Enterprise software takes weeks to configure, train, and roll out. Your team does not have time for that.

Connect your storage, choose from Swiss accounting category templates, and invite your first client — all in minutes.

How it works

1
dokoo settings screen connecting to SharePoint via OAuth

Connect your storage

Link your SharePoint or Google Drive in a few clicks via OAuth — no IT department needed.

2
Client receiving magic link on iPhone and uploading receipt with camera

Invite your clients

Share a magic link via email. Your clients need no password and no app installation.

3
Document automatically categorized and forwarded to firm's SharePoint folder

Documents flow automatically

Categorize once, and documents are routed to the right folder in your storage automatically.

Features

Everything your accounting firm needs for efficient document exchange.

Mobile Document Capture

Clients photograph receipts with their smartphone and upload them directly — no training, no password required.

Automatic Routing

Documents are automatically forwarded to SharePoint, Google Drive, or Bexio — configurable per category.

Email to Document

Each firm gets a unique email address (company-name@inbox.dokoo.ch). Incoming emails are automatically captured as documents.

Swiss Made
No Vendor Lock-in
Passwordless Access
nDSG Compliant
GDPR Compliant

Ready to simplify document exchange?

Get started today.