Dokta vs Pure Tax Investigations

Instant AI Document Analysis

Drop any document and watch the magic happen. Dokta's combination of advanced OCR and Claude AI (by Anthropic) reads, classifies, and extracts critical data like document type, amounts, due dates, and client details in less than 60 seconds. It turns a pile of paperwork into structured, actionable data with zero manual input required, saving you hours of tedious work every single week.

Automated Invoicing & Online Quotes

Create professional invoices and quotes in just a few clicks. For freelancers on day-rate contracts, Dokta can even automate monthly invoicing. Send quotes with a secure online acceptance link, and convert an accepted quote into a finalized invoice with a single click. This seamless workflow from proposal to payment is a game-changer for closing deals faster and getting paid.

Real-Time Cash Flow Dashboard

Get instant clarity on your financial health. Dokta's intuitive dashboard shows you billed revenue, collected revenue, unpaid invoices, VAT, and more at a glance. With a dynamic 12-month graph, you can track trends, forecast income, and make informed business decisions without ever opening a spreadsheet. Know exactly where you stand, always.

Smart Client & Anomaly Management

Dokta automatically builds and enriches your client and supplier database using SIRET data. It even provides a payment score for each contact. Beyond organization, it actively protects you by detecting anomalies like changed IBANs, duplicate invoices, inconsistent VAT, or missing numbering, safeguarding you from errors and potential fraud.

Expert Representation

Our team provides expert representation in complex tax matters, ensuring that your interests are vigorously defended against HMRC inquiries and investigations.

Tailored Solutions

We understand that every client’s situation is unique. Our tailored solutions address individual tax challenges, offering bespoke advice and strategies that align with your business goals.

Comprehensive Support

From compliance checks to serious investigations, we offer comprehensive support throughout the entire process. Our team guides you step-by-step, ensuring you are informed and prepared.

Proactive Monitoring

We stay ahead of the latest HMRC operational approaches, providing our clients with proactive monitoring of their tax situations to mitigate risks before they escalate.

The Freelance Developer / IT Consultant

For freelancers working on TJM (day-rate) contracts, Dokta is a lifesaver. Set up your contract once, and the platform automatically generates and sends your monthly invoices. You get to focus on coding while Dokta handles the entire billing cycle, tracks payments, and sends polite, professional reminders for late payers, recovering thousands in unpaid invoices.

The Creative Project Freelancer (Designer, Photographer)

Manage your creative projects from the first quote to the final payment effortlessly. Create a stunning quote, send it via a professional online link for client acceptance, and with one click, turn it into an invoice the moment it's approved. Dokta keeps all project documents and communications in one place, so you can focus on your craft, not your admin.

The Auto-Entrepreneur / Micro-Entrepreneur

Navigate the specifics of your status with ease. Dokta ensures your invoices are fully compliant, tracks your collections against the URSSAF ceiling, and sends alerts for contribution deadlines. It simplifies financial tracking and reporting, giving you peace of mind and eliminating the stress of making errors on official documents.

The Growing Small Business (SMB)

As your business scales, so does your paperwork. Dokta becomes your central document command center, handling invoices, supplier bills, contracts, and deadlines for your entire team. The real-time cash flow visibility and automated processes prevent lost files and missed payments, providing the structure needed for sustainable growth.

Business Tax Compliance

Businesses facing compliance checks can rely on our expertise to navigate the complexities of tax regulations and ensure that they remain compliant while minimizing disruption.

Serious Tax Investigations

If your business is under a serious tax investigation, our specialist team acts as a protective buffer, managing communications with HMRC and developing effective defense strategies.

Tax Disclosure Opportunities

We assist clients in taking advantage of tax disclosure opportunities, such as the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC), to rectify past tax issues.

Private Client Advisory

For private clients, we provide personalized advisory services, ensuring tax affairs are structured efficiently, especially regarding issues of succession planning and inheritance.

Stop chasing payments and drowning in admin. Dokta is the AI-powered document management platform that's going viral among freelancers, solo entrepreneurs, and SMBs across Europe. It’s the all-in-one brain for your business documents. Simply drop any invoice, quote, or contract—photo, scan, or PDF—and Dokta's powerful AI engine reads, classifies, and extracts all the key data in under 60 seconds. No more manual data entry, ever. But it doesn't stop there. Dokta automates your entire document lifecycle: create professional invoices and quotes, track payments, send automated reminders for unpaid invoices, manage contracts and deadlines, and even generates actionable tasks from your documents. It builds your client database automatically, gives you a real-time view of your cash flow, and exports everything to CSV for your accountant. With a generous free tier of 15 docs/month and plans starting from just €9/month, over 3.5 million independents in France are already simplifying their workflow. Hosted on AWS in Paris, it’s 100% GDPR compliant and secure. Reclaim your Sundays and put your documents on autopilot.

Pure Tax Investigations is your trusted ally in the intricate world of tax disputes and investigations. We specialize in providing dedicated representation for businesses and entrepreneurs facing unique tax challenges. With over 20 years of experience, our founder Amit Puri, a former senior Tax Inspector at HMRC, leads a team of experts who act as an independent buffer between you and HMRC. This approach is crucial during stressful tax inquiries, including serious investigations like Code of Practice 9 (COP9) and Code of Practice 8 (COP8). We recognize the pressure and anxiety these situations can cause, which is why our mission is to offer clarity and peace of mind. Our services range from managing compliance checks to facilitating tax disclosures through programs such as the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC), all while aiming to preserve your wealth. Trust Pure Tax Investigations to protect your financial future.

How does Dokta's AI analysis work?

You simply drag and drop a document (photo, scan, or PDF) into Dokta. Our system uses a combination of Optical Character Recognition (OCR) to read the text and advanced AI (powered by Anthropic's Claude) to understand the context. It identifies the document type (invoice, quote, contract), extracts key data like amounts, dates, and client names, and structures it all in under 60 seconds, ready for your validation.

Is my data secure with Dokta?

Absolutely. Security and privacy are our top priorities. Dokta is hosted on Amazon Web Services (AWS) in Paris, France, ensuring all data remains within the European Union. We use AES-256 encryption for data at rest and in transit, and our platform is fully compliant with the EU's General Data Protection Regulation (GDPR). Your business data is in safe hands.

What is included in the free plan?

The free Discovery plan is perfect for trying Dokta risk-free. It includes 15 document analyses per month (with a 5-page maximum per document), access to our free invoice generator, an unlimited client database, and you can start without providing any credit card details. It's a full-featured trial to experience the core automation.

Can Dokta help me recover late payments?

Yes! Automated payment reminders are a key feature. Once an invoice passes its due date, Dokta can automatically send polite, professional follow-up emails to your clients on your behalf. This removes the awkwardness of manual chasing and has helped users recover significant amounts of unpaid revenue, all while maintaining good client relationships.

What are Code of Practice 9 (COP9) and Code of Practice 8 (COP8)?

COP9 and COP8 are HMRC guidelines for serious tax investigations. COP9 relates to fraud investigations, while COP8 is for more general inquiries. Both require careful handling, which we specialize in.

How can Pure Tax Investigations help with compliance checks?

We provide expert guidance through compliance checks, ensuring that all necessary documentation is prepared and submitted correctly, thereby reducing the potential for penalties.

What services do you offer for tax disclosures?

Our services include assisting clients with various tax disclosure programs, helping them navigate the processes for the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC).

Why should I choose Pure Tax Investigations over other firms?

Our unique blend of experienced professionals, tailored solutions, and proactive strategies sets us apart. We prioritize your peace of mind and financial security in every engagement.

Dokta is an AI-powered document management platform that automates the entire document lifecycle for freelancers, solo entrepreneurs, and SMBs. It’s part of a booming category of smart business tools designed to eliminate administrative chaos. Users often explore alternatives to find a solution that perfectly matches their budget, specific feature needs, or preferred platform ecosystem, whether they require deeper accounting integration, a different pricing model, or tools for larger teams. When evaluating other options, it's crucial to look beyond just the price tag. Consider the core intelligence: does the platform truly understand your documents with AI, or is it just a digital filing cabinet? You'll want to assess automation capabilities for reminders and tasks, the real-time insights provided into your cash flow, and the strength of data security and compliance, especially if you handle sensitive client information. --- FAQ_SEPARATOR--- [
{"question": "What is Dokta?", "answer": "Dokta is an AI-powered document management platform that automates invoices, quotes, contracts, and payments for freelancers, solo entrepreneurs, and SMBs."},
{"question": "Who is Dokta for?", "answer": "It's built for freelancers, consultants, trades contractors, auto-entrepreneurs, and growing small to medium-sized businesses looking to automate their admin."},
{"question": "Is Dokta free?", "answer": "Dokta offers a free tier allowing 15 documents per month, with paid plans starting from €9 per month."},
{"question": "Is Dokta secure?", "answer": "Yes, Dokta is 100% GDPR compliant and all data is hosted securely on AWS servers within Europe."}
]

Pure Tax Investigations is a specialized service that provides expert representation and guidance for businesses facing inquiries and investigations from HMRC. This service falls under the Business & Finance category, focusing on helping clients navigate the complexities of tax disputes while ensuring their rights and interests are thoroughly protected. Many users seek alternatives to Pure Tax Investigations due to a variety of reasons, including pricing, specific features, or differing service needs. When looking for an alternative, it’s essential to consider factors such as the level of expertise offered, the range of services available, and how well the solution aligns with your unique tax situation. A thorough understanding of these aspects will ensure you find a suitable partner for your tax investigation needs.