DOCUPLANNER brings documents, tasks, deadlines and client collaboration into one organized workspace — so your team spends less time chasing information and more time getting work done.
Client work breaks when information is scattered across email, messaging apps, folders, spreadsheets and manual follow-ups. DOCUPLANNER turns that scattered process into a structured client workflow.
Give clients a dedicated place to upload the documents your firm needs.
Keep client files and engagement information in one structured workspace.
Create tasks, priorities and due dates and assign work to one or multiple clients.
See what is pending, completed, overdue and still waiting for client action.
DOCUPLANNER connects the two things professional firms manage every day: documents + work.
DOCUPLANNER can analyze an uploaded document, identify what it is, create a clean and meaningful filename, check whether the client's folder already exists in the firm's Google Drive, create the client folder when needed, and place the document into the appropriate folder structure.
Upload: IMG_4821.pdf
AI detects: Bank Statement · April 2026
Checks Drive: ABC Accounting Client / 2026 / Bank Statements
If missing: Create client folder “ABC Client” and required subfolders
Final file: 2026_Bank_Statement_April_ABC_Client.pdf
AI analysis · Smart naming · Folder detection · Automatic folder creation · Google Drive organization
Add the client and give them access to their workspace.
Clients upload documents directly into the portal.
Create and assign tasks with clear ownership.
See pending, completed and overdue work.
Keep a clear engagement record from request to completion.
Tell clients what needs to be done, who needs to do it, when it is due and whether it is complete.
Clients see their document history in one place. Your firm can exchange files without turning the inbox into a filing system.
Any professional firm that repeatedly collects information, exchanges documents and manages client deliverables can use DOCUPLANNER.
Collect financial records and supporting documents.
Organize tax, accounting and recurring workflows.
Manage document requests and filing-related tasks.
Keep recurring document collection organized.
Centralize document requests and engagement workflows.
Coordinate client deliverables and action items.
| Traditional Workflow | DOCUPLANNER |
|---|---|
| Documents in email | Centralized document workspace |
| Tasks in messages | Assigned client tasks |
| Manual follow-ups | Clear deadlines and statuses |
| Scattered files | Client-specific workspace |
| Multiple systems | One connected workflow |
| Unclear ownership | Clear firm and client roles |
DOCUPLANNER is designed around controlled access and organized client workspaces so information is presented to the people who need it.
Users see the tools relevant to their role.
Client information is separated by account and engagement.
Documents are accessed through the portal.
Users sign in before accessing their workspace.
Stop managing client work across inboxes, spreadsheets, messaging apps and scattered folders. Give your team and your clients one organized workspace for documents, tasks and collaboration.