Import your clients
Upload your existing client sheet, then select the service when creating a request. Import clients in one step instead of recreating them individually.
Built for Indian CA firms
Client documents,
finally organized.
Your documentation operations agent for WhatsApp and Google Drive. Dokvelo requests documents, checks every client reply, organizes files, follows up on what's missing, and surfaces clients that are ready for your team to review.
Upload your existing client sheet. Choose the service. Dokvelo handles the workflow.
Private pilot opening soon
The problem
“Which documents have arrived, and which ones are still pending?”
Your team shouldn't have to search WhatsApp chats, rename attachments, update checklists, reorganize Drive folders, and repeatedly follow up just to answer that question.
No new client portal. No change to how clients send documents. Dokvelo handles the documentation workflow behind the scenes and brings your team the exceptions that need attention.
How it works
From client list to ready-for-review Drive folder.
Your documentation workflow starts before WhatsApp. Bring the client list your firm already uses, then let Dokvelo carry the request forward.
Request on WhatsApp
Dokvelo sends the right document checklist from your firm’s WhatsApp number. Clients simply reply with the photos and PDFs they’re already used to sending.
Check, organize & follow up
Dokvelo identifies incoming files, checks them against the selected service, applies useful filenames, organizes them in your Google Drive, and follows up for what’s still missing.
Review exceptions
See which clients are ready, what’s missing, unreadable, duplicated, or needs your team’s attention—without manually sorting every reply.
Designed with care
Documents deserve more than a crowded inbox.
- Documents are organized in the CA firm's selected Google Drive location.
- Dokvelo operates through the folders and services authorized by the firm.
- Uncertain documents are surfaced for review rather than silently marked complete.
- The firm's checklist determines documentation readiness.
Dokvelo determines documentation readiness against the workflow selected by your firm. Professional review and filing decisions remain with the CA.
Dokvelo is operated by DOKVELO TECHNOLOGIES.
Common questions
A simple workflow for firms and clients.
Do clients need another app?
No. Clients receive requests and reply with photos or PDFs in WhatsApp, using the workflow they already know.
Where are client documents stored?
Dokvelo organizes collected documents in the CA firm’s selected Google Drive location rather than asking clients to use a separate document portal.
What does Dokvelo automate?
Dokvelo sends document checklists and follow-ups, checks incoming files, applies useful filenames, organizes them in the firm’s selected Google Drive location, maintains document status, and surfaces anything missing or needing review.
Coming soon