Everything you need to manage your documents — without the mess.
Upload from anywhere. Organize with clarity. Share securely. And find what you need — fast. dox2U brings peace of mind to your document workflows, from daily tasks to audit day.
See how teams use dox2U to stay organized and audit-ready.
In just 90 seconds, get a feel for how dox2U helps you upload from anywhere, organize by project or process, and stay in control — even as your documents grow.
Everything in one place. Findable. Shareable. Audit-friendly.
Like what you see? Schedule a free consult and let us streamline your workflow.
Everything you need. Nothing you don't.
From document capture to deep search, dox2U brings order, visibility, and control — without slowing you down.
Capture & Upload
Upload documents from wherever they are — browser, phone, inbox, or even WhatsApp.
- WhatsApp Upload [New] — scan or forward directly from your device
- Upload via browser, mobile, or email
- Auto-tag and sort at the point of upload
Organize & Track
Structure your documents the way your operations run — by project, process, or ID.
- Dockets — group docs by customer, batch, or application
- Smart Cabinets — auto-organize by type, expiry, team, or workflow
- Checklists — track what's pending or complete
Search & Retrieval
No more digging. Find what you need — by name, content, tag, or field.
- Deep Search — across tags, custom fields, and document content (OCR)
- Filter by document type, status, or uploader
- Access documents even if you didn't upload them
Access & Secure Sharing
Keep sensitive documents secure — but easily shareable when needed.
- Guest Access with role or link permissions
- OTP-protected or time-based external sharing
- Workspace-level and user-level controls
Visibility & Audit Tools
Stay audit-ready with complete transparency over who did what — and when.
- Activity logs for every document
- Audit-ready download packs
- Download history, share logs, view trails
Tally Plugin & Backup
For Tally users: bring documents and financials together.
- Plugin to attach documents to vouchers
- Auto-backup of Tally company data to the cloud
- Partner dashboard for CAs and Tally resellers
API & Integration (For Platforms)
Power your ERP or CRM with dox2U's DMS — under your brand.
- REST APIs to upload, tag, fetch, share, and log
- Multi-tenant workspace provisioning
- White-labeled embed options (coming soon)
Why dox2U is more than just cloud storage.
Drive and Dropbox are great for storing files. But managing business-critical documents — across teams, processes, and audits — needs something more purpose-built.
| Capability | Drive / OneDrive / Dropbox | dox2U |
|---|---|---|
| Built for structured workflows | ||
| Group documents by ID, project, or batch (Dockets) | ||
| Smart auto-organization (Cabinets, tags, teams) | ||
| Upload from WhatsApp | ||
| Guest Access with expiry and OTP | Limited | |
| Audit logs & activity history | Limited | |
| Deep Search (OCR + metadata) | ||
| Built-in Tally Plugin & auto-backup |
If you manage BMRs, contracts, invoices, or KYC records — you need more than a shared folder. You need a system built for structure, speed, and audit-readiness.
What's New in dox2U
We're always building for what your business needs next. Here are some of our latest and upcoming features — focused on simplifying how you upload, organize, and audit documents.
WhatsApp Uploads
Forward scanned documents or photos straight from WhatsApp to your dox2U workspace. Perfect for receipts, invoices, or field submissions.
Tally Data Backup
Automatically back up your Tally company data to the cloud — without interrupting your workflow. Ensure business continuity and peace of mind.
Auto Categorization & Summarization
AI-powered analysis of documents to suggest categories, folders, or key takeaways. Helps reduce manual effort and improves consistency.
Auto-Tagging AI
Tags will be automatically applied based on document type, format, or keywords — saving your team hours in manual tagging & organization.
Built for how you work. Not just where you store.
Whether you're managing audits, using Tally, or embedding dox2U into your product — here's how the platform fits your workflow.
Tally Users (SMBs, CAs, Partners)
Features for linking documents to vouchers, backing up company data, and handling audits with ease.
- •Tally Plugin (ERP 9 & Prime)
- •Voucher-based document linking
- •Cloud backup of Tally data
- •WhatsApp Upload for invoices
- •Zipped audit document packs
- •Docket-linked transaction records
Business Teams (HR, Finance, Ops, Legal)
Features for organizing team documents, managing checklists, and staying audit-ready.
- •Smart Cabinets
- •Dockets grouped by project or process
- •Guest Access with controls
- •Checklist tracking
- •Audit logs and download history
- •Deep Search + OCR
Platforms & Product Teams (ISVs, SIs)
API-first capabilities for embedding dox2U in your ERP, CRM, or workflow stack.
- •REST APIs for document handling
- •Workspace provisioning
- •Multi-tenant dashboard
- •Role & group permissions
- •Embeddable viewer and upload widgets (coming soon)
- •White-label branding (logo, color)
Ready to take control of your documents?
Whether you're uploading invoices, organizing BMRs, or onboarding clients — dox2U helps you stay structured, secure, and audit-ready.
Every plan includes secure cloud storage, access control, and support from our team. No hidden costs. No lock-in. Just clarity and control — from Day 1.