Run your agency, or exchange files with clients
Taskip is an all-in-one agency management platform - CRM, projects, tasks, invoicing, proposals, forms, support tickets, and a client portal module, all in one system. Droplana does one thing: a focused, passwordless client document portal, EU-hosted in Germany. If you want to replace your whole stack, Taskip is built for that. If you already have tools you like and just want a clean way to exchange files with clients, Droplana is built for that instead.
A whole agency system vs one focused job
Taskip's own positioning is "run your agency" - it bundles CRM, project and task management, invoicing, proposals, forms, support tickets, meeting scheduling, and workflow automation, with a client portal as one piece of that larger system.
Droplana doesn't compete on that ground. It's the client document portal, on its own - a private, isolated place for each client to send and receive files, comment, and approve, with nothing else attached. For the full picture on what a client portal is and how to evaluate one, see our client portal guide.
The decision comes down to one question:
Do you want to replace your CRM, project tool, and invoicing system with one platform - or do you already have tools you like, and just want a cleaner, more secure way to exchange files with clients?
If the first - Taskip is worth a serious look. If the second - Droplana is built for exactly that.
Side-by-side comparison
| Taskip | Droplana | |
|---|---|---|
| Core focus | All-in-one agency management platform | Client document portal only |
| Client portal | ✅ One module of the platform | ✅ The entire product |
| File sharing / uploads | ✅ | ✅ |
| File approval workflow | ✅ | ✅ |
| Document checklist | Available through Taskip's forms module - confirm scope on taskip.net | ✅ Built-in - shows each client exactly which documents are still outstanding |
| CRM / sales pipeline | ✅ Built-in | ❌ Use your existing tool |
| Project & task management | ✅ Built-in, Kanban/Gantt | ❌ Not a project management tool |
| Invoicing & proposals | ✅ Built-in | ❌ Use your existing tool |
| Forms / support tickets | ✅ Built-in | ❌ Out of scope |
| Workflow automation | ✅ Built-in | ❌ Keep it simple |
| No client account needed | Depends on portal flow - confirm on taskip.net | ✅ Passwordless - clients open a private link |
| In-browser PDF signing | Not a stated feature | ✅ Included on every plan, including Free |
| EU-only data hosting | Confirm current hosting/DPA details on taskip.net | ✅ Germany (Hetzner), GDPR-aligned, DPA available |
| Pricing | $12–$89/month across four tiers, per published pricing | Free, then €19–€99/month + tax, flat per business |
| Right for | Agencies replacing their CRM, project, and invoicing stack with one system | Agencies keeping their existing tools, wanting a focused client file layer |
Taskip's published tiers were Freelancer $12/mo, Startup Team $29/mo, Growing Agency $59/mo, and Agency Pro $89/mo at time of writing - confirm current pricing and feature limits on taskip.net before relying on the numbers above.
When Droplana wins
You don't want to replace your whole stack
You already have a CRM, a project tool, and an invoicing system you're happy with. Adopting an all-in-one platform means migrating all of it at once, or running two systems in parallel. Droplana sits alongside what you already use - it only replaces the file-exchange part.
You want clients to skip the login entirely
Droplana clients never create an account. They open one private link. No password to reset, no app to install, no dashboard to learn - the friction that causes clients to stall on a portal is removed at the source.
You need EU data residency
Files, comments, and metadata stay exclusively on Hetzner infrastructure in Germany, with a Data Processing Agreement available on every plan, including Free. Agencies working with EU or privacy-conscious clients get a one-line answer instead of a follow-up email thread.
You want signing built in, not bolted on
In-browser PDF signing - type, draw, or upload a signature - is included on every Droplana plan, with a QR code on the signed file linking to a public verification page. No separate e-signature subscription to add.
You want a checklist, not a form builder
Taskip's forms module is bundled inside its broader platform, built for general-purpose data collection. Droplana's document checklist is a standalone, no-setup way to tell a client exactly which documents are still due - you define the list, and the client sees at a glance what's outstanding and what's already been provided.
When Taskip makes sense
Taskip is the right pick if:
- You want to consolidate your CRM, project management, invoicing, and client portal into one system.
- You're comfortable migrating your existing tools and learning a broader platform.
- The client portal is one feature you need, not the whole reason you're buying.
- The all-in-one pricing pencils out against running several separate tools.
If that's you, Taskip is a strong option.
If you came to this page because you don't want another system to run your agency - you just want a better way to exchange files with clients - Droplana is what you came looking for.
How it works (3 steps)
- Add a client. Each gets their own isolated portal.
- Upload files, add per-file comments. From a clean dashboard.
- Send them their portal link. They verify their email once - no account, no password, no setup.
Check our simple pricing (or start free)
Free
€0
- 3 clients
- 2 GB storage
- 100 MB max file size
- Max 90 day file retention
- No team invites - owner only
- Custom slug with random suffix
- Your logo in the portal header
Solo
€19/mo+ tax
€190/yr+ tax
- Unlimited clients
- 50 GB storage
- 1 GB max file size
- Unlimited file retention
- No team invites - owner only
- Fully custom slug
- Your logo in the portal header
Practice
€49/mo+ tax
€490/yr+ tax
- Unlimited clients
- 250 GB storage
- 2 GB max file size
- Unlimited file retention
- 5 team members included
- Fully custom slug
- Your logo in the portal header
- Countersigned DPA available
- Priority support
Studio
€99/mo+ tax
€990/yr+ tax
- Unlimited clients
- 1024 GB storage
- 5 GB max file size
- Unlimited file retention
- 15 team members included
- Fully custom slug
- Your logo in the portal header
- Countersigned DPA available
- Priority support
- Onboarding setup call
Storage levels and team seats scale with your plan.
Security, per-client encryption, isolation, in-browser PDF signing, and data export are the same on every plan.
No per-client fees. Tax calculated by Creem at checkout.
Check who are we building Droplana for
Real Estate
Buyers and sellers need a clear, private place for listing documents, disclosures, inspection reports, and sign-off. One link per client - no shared folders.
Mortgage Brokers
Collect payslips, bank statements, ID, and signed disclosures from mortgage clients in one private portal per client. EU-hosted in Germany, DPA available.
Contractors
Stop texting job photos. Give every client a private portal for progress shots, estimates, and sign-off. They verify by email once - no app, no account needed.
Accounting
Give each accounting client their own private portal. EU-hosted in Germany, DPA available. Tax returns, annual accounts, and source documents in one place.