DOKKA for Regular Users



Your accounting firm has started using DOKKA to manage your financial documents. This means a faster, more organized way for you to send documents, track what you’ve sent, and communicate with your accountant – all in one place.

The good news? DOKKA is designed to be easy to use, even if you’re not a tech expert.


What Is DOKKA?



DOKKA combines document management with the first stage of bookkeeping in a simple, secure platform.
Your accountant or bookkeeper will handle the bookkeeping and reporting – your main task is to upload your documents to DOKKA.


What You Need to Do



Upload all relevant financial documents to DOKKA, such as:



  • Expense receipts

  • Credit notes

  • Supplier invoices



You can upload documents via:


  • Computer 

  • Email (send directly to your DOKKA address)

  • Mobile App – just snap a photo, and the document is securely stored in your account

 


For step-by-step instructions, see our How to Upload Documents guide.


What You Can Do in DOKKA

Once you’ve uploaded your documents, you can:


  • Check what you’ve sent so far

  • Add notes to any document for your accountant by adding sticky notes

  • Chat with your accountant directly inside DOKKA about a specific document

  • Keep a secure record of all documents, accessible anytime


Why This Helps You


  • No more emailing or physically delivering receipts

  • All documents and communication in one place

  • Easy to track what’s been uploaded and what’s missing

  • Secure, backed-up storage of your financial records


If you have any questions about using DOKKA, you can:



  • Check the guides available here

  • Contact your accountant directly

  • Reach out to DOKKA Support – we’re happy to help