Request
Create a clear checklist of documents needed from each client.
Dokvelo helps CA firms request, collect, and track client documents through the channel their clients already use—WhatsApp.
Private pilot opening soon
The problem
“Which documents have arrived, and which ones are still pending?”
Dokvelo replaces scattered follow-ups and manual tracking with one dependable document collection workflow for your firm.
How it works
Create a clear checklist of documents needed from each client.
Clients receive reminders and share documents through WhatsApp.
Dokvelo organizes submissions so teams can see what is still pending.
Designed with care
Dokvelo is being built with secure access, clear audit trails, and responsible handling of business documents at its core.
Coming soon