DocPort vs HelixNotes

DocPort is the simplest way for professionals to collect documents from clients. Whether you are an accountant, attorney, real estate agent, or insurance advisor, DocPort streamlines your document collection workflow so you can focus on what matters most. Stop chasing clients for missing paperwork. DocPort gives you a clear, organized system to request, track, and manage every document you need. KEY FEATURES - Client Management: Organize clients by industry with full contact details and activity tracking. Quickly find any client and see their document status at a glance. - Document Requests: Create detailed checklists of required documents for each client. Track completion progress in real time with visual indicators. Know exactly what you have and what is still missing. - Industry Templates: Get started fast with pre-built templates for accounting, legal, real estate, and insurance. Customize any template to fit your specific workflow. - Smart Reminders: Set due dates on document requests and receive automatic notifications at 7 days, 3 days, 1 day before the deadline, and on the due date itself. Never let a deadline slip through the cracks. - Share Links: Generate secure upload links and share them with clients via Messages, Mail, or any app. Clients receive a clear list of what you need from them. - File Preview: View uploaded documents directly in the app with built-in Quick Look support. No need to switch between apps to check what your client sent. - Privacy First: All your data and files stay on your device. DocPort does not upload your files to any external server. No accounts to create, no cloud services to trust. Your client data remains private and under your full control. - Clean Interface: Designed with Apple's design principles in mind. A simple, intuitive interface that gets out of your way and lets you work efficiently. WHO IS DOCPORT FOR - Accountants collecting tax documents and financial records - Attorneys requesting legal documents and identification - Real estate agents gathering property paperwork - Insurance advisors collecting policy documents and claims - Any professional who needs documents from clients DocPort makes document collection easy, organized, and stress-free. Download now and take control of your client document workflow.

HelixNotes is a private, open-source Markdown notes app. Your notes remain standard Markdown files under your control. No account is required, and HelixNotes has no company-operated cloud. Write with a clean visual editor or switch to source mode when you want direct access to the Markdown. Organize your work with notebooks, tags, wiki links and full-text search. Features include: • Tasks collected from checklists across your notes • List and calendar views with priorities and due dates • Wiki links and an interactive graph view • Daily notes with a built-in calendar • Markdown tables, code blocks and syntax highlighting • KaTeX mathematical notation and Mermaid diagrams • Outline navigation and tag autocomplete • Version history and automatic backups • Light, dark and customizable themes • Optional WebDAV sync with your own server • Optional AI tools using your own provider Nothing leaves your device unless you enable a feature that connects to an external service. Your notes stay readable outside HelixNotes, without a proprietary format or platform lock-in. HelixNotes is free software released under the GNU AGPLv3. Its source code is publicly available on GitLab.