My accounting firm is using DOKKA - What should I know?

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