Every client’s deadlines, in one place your whole practice can see.
Your clients forget their renewals and filings, and then they call you. DocKnox keeps each client’s key documents and dates organised, so your practice sees what is due before the client does.
Each client is its own entity, with its own documents and access.
Set up a separate entity for every client company, trust or individual. Staff see only the clients they work on, and each client’s documents stay cleanly separated.
- Separate document vault and calendar
- Staff access by client
- Client templates for CIPC, tax and B-BBEE documents
- Full audit trail of who accessed what
Annual returns, certificates and renewals across all clients.
See every client deadline on one calendar, filtered by staff member, client or document type. Assign each one to an owner, and escalate automatically if nobody has acted.
- CIPC annual return dates
- B-BBEE certificate and affidavit expiries
- Tax compliance status checks
- Lease, contract and insurance renewals
Stop chasing documents by email.
Clients upload straight into their own vault, or forward documents to their unique upload address. When you need to send something to a bank or attorney, share a secure link that expires.
- Clients upload directly to their vault
- Email-to-upload address per client
- Expiring, view-only share links
- Reminders can go to the client, your staff or both
Retention handled, and evidence you handled it.
Set retention rules by document type, for example 5 years for tax records and 7 years for company records, and see what is due for deletion. The audit trail shows who viewed, downloaded or changed each document, which helps when you need to show how client information is protected.
- Retention rules by document type
- Version history
- Audit trail and access reports
- Data export per client
Questions from practices
Which plan suits a practice?
The Professional plan supports multiple entities, permissions by client and the workflow tools practices need. Larger practices, or those wanting their own branding or integrations, should talk to us about Enterprise.
Do clients need to pay for their own accounts?
No. Your practice can hold the account and add clients as entities. Clients can be given access to their own vault only.
Is there practice or referral pricing?
Yes. Contact us to discuss pricing based on the number of clients you manage and partnership options for referring clients.
Does it replace our practice management software?
No. DocKnox focuses on documents, extracted dates and reminders. It sits alongside your accounting, payroll and practice management tools.