Dokta vs Pure Tax Investigations

Instant AI Document Analysis

Stop typing data by hand. With Dokta, you can upload a photo, scan, or PDF of any document. In less than 60 seconds, the AI engine powered by Claude (Anthropic) will read it, classify it (e.g., as an invoice or quote), and extract all the key information like amounts, due dates, and client names. This means zero manual data entry for you, saving you hours of tedious admin work every week.

Automated Invoicing & Online Quotes

Creating professional documents is simple. Generate invoices and quotes in just a few clicks directly within Dokta. For freelancers with day-rate contracts, you can even set up automatic monthly invoicing. Furthermore, you can send quotes to clients with a secure online acceptance link. Once they accept, you can convert that quote into a final invoice with a single click, streamlining your entire sales process.

Real-Time Cash Flow Dashboard

Get an instant, clear picture of your financial health. Dokta's dashboard shows you everything at a glance: your billed revenue, collected cash, outstanding payments, and VAT status. It includes a helpful 12-month chart so you can track trends and understand your business's financial trajectory without needing to open a complicated spreadsheet.

Smart Anomaly Detection & Client Management

Dokta acts as a protective shield for your business. Its AI proactively scans for potential issues like duplicate invoices, missing invoice numbers, inconsistent VAT, or even changed bank details (IBAN) to help prevent fraud. It also automatically enriches client and supplier details using SIRET data and provides a payment scoring system, giving you a complete history and smarter insights for every contact.

Expert Guidance

Our team consists of seasoned tax investigation specialists who understand the nuances of tax law and HMRC procedures. This expertise allows us to offer tailored advice to protect your interests effectively.

Comprehensive Representation

When you engage our services, we act as your independent buffer between you and HMRC. We manage all communications, ensuring that you are not left to navigate this complex process alone.

Tailored Strategies

Every client's situation is unique. We take a personalized approach to analyze your tax affairs and develop strategies that align with your specific needs and commercial aspirations.

Ongoing Support and Updates

Tax laws and HMRC practices can change frequently. We commit to keeping our clients updated with the latest developments, ensuring that you are always informed and prepared.

Freelance IT Developer or Consultant

For freelancers working on a day-rate (TJM) contract, Dokta is a game-changer. You can set up your contract once, and Dokta will automatically generate and send your monthly invoices for you. It tracks all payments and sends polite, professional reminders for any late ones. This lets you focus entirely on your coding and client projects while your billing runs smoothly in the background.

Creative Freelancer (Designer, Photographer, Writer)

Manage your creative projects from the first quote to the final payment without hassle. Create a beautiful quote and send it to your client with an online acceptance link. When they approve it, convert it to an invoice in one click. Dokta keeps all documents, communications, and payment statuses for that project in one place, so you can stay organized and creative.

Auto-Entrepreneur / Micro-Entrepreneur

Running a solo business should be simple. Dokta helps you create compliant invoices, effortlessly track what money has come in, and sets up helpful alerts for important deadlines like URSSAF payments. It gives you a clear view of your turnover against your tax ceiling, removing the guesswork and stress from your administrative and financial management.

Growing Small Business or Startup

As your business expands, so does the paperwork. Dokta scales with you, providing a central hub for all document management. It automates the processing of incoming bills and outgoing invoices, gives leadership a real-time view of cash flow, and ensures nothing falls through the cracks with its deadline and anomaly tracking, all while keeping European data compliance.

Handling Serious HMRC Investigations

If you have received a serious notice such as a Code of Practice 9 (COP9) investigation, our team can provide the necessary support to navigate this challenging process effectively.

Managing Compliance Checks

Even routine compliance checks can be overwhelming. We help manage these inquiries, ensuring that you meet all requirements with minimal stress on your part.

Facilitating Tax Disclosures

Utilizing programs like the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC), we assist clients in making necessary disclosures regarding historical income and gains linked to offshore assets or property rental profits.

Supporting Private Clients with Complex Tax Matters

For individuals dealing with intricate tax issues related to inheritance or trust management, we provide bespoke advice that ensures compliance while safeguarding their wealth.

Dokta is your AI-powered business assistant, designed to take the stress and time out of document management for freelancers, solo entrepreneurs, and small businesses. If you're tired of chasing payments, manually creating invoices, or losing track of contracts, Dokta is here to help. Simply drop any document—like an invoice, quote, or contract—into the platform. In under 60 seconds, Dokta's smart AI reads it, understands what it is, and pulls out all the important details for you. It then helps you manage the entire lifecycle of that document. This means you can create professional-looking invoices and quotes in a few clicks, track payments automatically, get reminders for late invoices, manage contract deadlines, and even have tasks created from your documents. Dokta builds your client database automatically, gives you a real-time view of your cash flow, and exports everything neatly for your accountant. It's built with security and privacy in mind, being fully GDPR compliant and hosted in Europe. Start for free with 15 documents per month and get back to focusing on the work you love.

Pure Tax Investigations is a dedicated specialist firm that provides expert guidance to business owners, entrepreneurs, and private clients navigating the complexities of HMRC tax investigations and disclosures. Our mission is to serve as your expert shield and advisor when dealing with the UK tax authority, especially when faced with daunting notifications from HMRC. Whether you receive a simple compliance check or a serious fraud investigation notice, our experienced team steps in to handle all communications and negotiations on your behalf. Led by Amit Puri, a former senior HMRC Tax Inspector with over 20 years of experience, our firm boasts insider knowledge crucial for defending your tax position. We focus on reducing stress, providing clarity, and strategically fighting for the best commercial outcome to protect your wealth and give you peace of mind.

How does Dokta analyze my documents?

Dokta uses a combination of advanced Optical Character Recognition (OCR) and Artificial Intelligence (specifically Claude by Anthropic). When you upload a document, the system first reads all the text. Then, the AI understands the context—identifying if it's an invoice, a quote, a contract, etc.—and extracts the key data fields like dates, amounts, and names. This whole process is completed in under 60 seconds.

Is my data secure with Dokta?

Absolutely. Security and privacy are core to Dokta. Your data is 100% GDPR compliant and is hosted on secure servers within Europe (AWS Paris). All data is protected with AES-256 encryption, the same standard used by banks. Dokta is built to ensure your business information and your clients' details are kept safe and private.

What happens if I exceed my monthly document limit?

If you are on a paid plan and occasionally exceed your limit, don't worry—you won't be blocked. Dokta will notify you, and you can choose to upgrade your plan or purchase an additional bundle of documents to cover your needs for that month, ensuring your workflow is never interrupted.

Can I try Dokta for free?

Yes! Dokta offers a free "Découverte" (Discovery) tier to get you started. This plan allows you to process up to 15 documents per month (with a maximum of 5 pages per document) at no cost. It includes access to the free invoice generator and unlimited client database. You can begin without providing any credit card details.

What types of tax investigations does Pure Tax Investigations handle?

We handle a variety of tax investigations including civil investigations under COP8 and COP9, compliance checks, and complex tax inquiries into large businesses, ensuring expert support throughout the process.

How does Pure Tax Investigations protect my interests during an HMRC inquiry?

We act as your independent representative, managing all communications with HMRC. This allows you to focus on your business while we work to defend your position and achieve the best possible outcome.

What can I expect during a tax investigation process?

You can expect a thorough analysis of your tax affairs, tailored advice, and a dedicated team that keeps you informed at every step of the process, ensuring that your interests are prioritized.

Are the services provided by Pure Tax Investigations confidential?

Absolutely. We value your privacy and ensure that all communications and documentation related to your tax matters are handled with the utmost confidentiality and professionalism.

Dokta is an AI-powered document management platform designed to simplify admin for small businesses and freelancers. It automates the entire document lifecycle, from creating invoices to tracking payments and deadlines, all managed by a smart AI engine. People often explore alternatives to find a tool that better fits their budget, offers specific features they need, or integrates with other software they use. Your business's unique workflow and growth stage are key factors in this decision. When looking for a different solution, consider what matters most for your daily operations. Key points to compare include pricing structure, core automation capabilities, ease of use, and where your data is stored and secured. Finding the right fit can save you significant time and money.

Pure Tax Investigations is a specialist firm that offers expert support to businesses and individuals facing HMRC tax investigations. As a resource dedicated to navigating the complexities of tax compliance and disclosures, users often seek alternatives due to various reasons, including pricing, specific feature sets, or the need for tailored solutions that fit their unique situations. When considering alternatives, it's essential to evaluate the provider's expertise, the comprehensiveness of their services, and their ability to communicate effectively with HMRC on your behalf, ensuring that your interests are robustly defended.