Clients upload once. Docuplanner analyses, renames and files every document into the right client folder in your Google Drive — automatically. You run every client, task and deadline from a single dashboard.
Every practice knows the pattern. Docuplanner removes it.
WhatsApp, email and pen-drives instead of one organised place.
“scan_final2.pdf” takes minutes to identify, every single time.
Reminder calls and messages that pull the team off real work.
No clear view of who owes what, and what is most urgent.
The client logs into their simple portal and uploads documents from any device.
No folder in your Google Drive? Docuplanner creates one. Already exists? It reuses it — never duplicates.
Each document is analysed and renamed with a clear, consistent, searchable name.
Assign tasks with priority, send documents back and track every client from one dashboard.
No more manual sorting, renaming or hunting through chats. Your team's time goes to advisory and filing.
Every client, every document, every time — in the same structure inside your own Google Drive.
Scale your client base without scaling admin headcount.
Mark tasks High, Medium or Low so the team and the client know exactly what comes first.
A clean, modern portal makes it easy for clients to do the right thing the first time.
Standard naming and clear task status reduce mix-ups and last-minute scrambles.
| Without Docuplanner | With Docuplanner |
|---|---|
| Documents arrive on WhatsApp, email and paper | One secure client upload portal |
| Staff rename and file manually | AI renames and files automatically |
| Duplicate or missing client folders | Smart folder check: create once, reuse always |
| Follow-ups by phone and chat | Prioritised task notifications |
| Client data scattered across tools | All clients in one CA dashboard |
Audit, GST, ITR and compliance document flow, sorted.
Tax-season intake without the inbox overload.
Standardised filing across your whole team.
Look professional from the first upload.
In your own Google Drive, inside client folders that Docuplanner creates and maintains for you.
Docuplanner detects it and files into the existing folder. It only creates a new one when none exists.
Docuplanner analyses each uploaded document and gives it a clear, meaningful name, so you never see “scan0012.pdf” again.
Yes. Send task notifications and mark each as High, Medium or Low priority.
No. The client dashboard is built to be simple: log in, upload, and respond to tasks.
See Docuplanner in action with your own workflow. Book a free demo and we'll walk you through it.
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