Secure, Cloud-based System

We take the security of our clients’ data very seriously. Our fully encrypted cloud-based service, which means you can be confident your data is fully protected 24/7.

Your data remains encrypted in all of our backups, and that applies to both uploaded documents as well as text entered in to the system.

Above all, your data remains your data – ready to export from the system at any time, or to access via our secure API.


Online banking-grade security


Amazon Web Services infrastructure


Fully managed hardware


Fully managed backups

Connection Security

Whenever you connect to the CarePlanner system via a web browser, your connection is made securely using the same encryption standards used in online banking (SSL/TLS using SHA 256-bit keys). This makes it almost impossible for anyone to eavesdrop on your connection whilst you are using, sending data to, or retrieving data from CarePlanner.

When you first start to use CarePlanner, the system asks you to set passwords that contain at least one uppercase character and at least two non-letter symbols. You can choose to reduce or increase this security requirement, but our recommendation is always to leave it set at this level as a minimum. This will ensure that your staff passwords are not vulnerable to most dictionary-based, brute-force hacking attempts.

In addition, the CarePlanner system automatically blocks access when it detects several incorrect login attempts. This also reduces the effectiveness of brute-force attacks.

    Infrastructure Security

    CarePlanner uses a distributed infrastructure that does not have a single point of failure. Every one of our servers and backup facilities is located within Australia.

    Our main servers are located in Sydney in a highly-secure data centre run by Amazon Web Services Inc.

    Backups and Encryption

    All changes made on a CarePlanner system are instantly replicated between multiple databases, and, as such, point-in-time recovery is possible. This means that, in event of a serious system or user error, your database can be ‘rolled back’ to a point in time specified in minutes and seconds.

    Once a day, the data in your system’s database and any uploaded documents are encrypted using AES 256-bit encryption and transferred to a secure storage service (within Australia).

    All sensitive staff and client data – such as names, address, National Insurance numbers etc. – are stored in an encrypted format in any backup of the database. This means that anyone who somehow managed to obtain a copy of your database would have no access to such information.

    Data Protection

    We take the security and protection of your data extremely seriously at CarePlanner, and have taken various steps to ensure this. We have a two-step system to gain access to any customer data that involves the use of secure One Time Passwords (OTP), identical to those used by some online banking systems. We operate an Information Security Management System that allows us to control and monitor our company devices, as well as staff access and permissions.

    Data Retention

    Encrypted, instant-access system backups are retained for 3 months, after which they are archived for a further nine months.

    In the event of a customer leaving the platform, data is retained in line with our data retention schedule, unless otherwise requested by the customer.

    If a client leaves your agency at any point, you can comply with privacy regulations by redacting their personal data, ensuring that you retain a financial record whilst still complying with privacy regulations.

    The data at all times remains the customer’s possession, and is readily available in spreadsheet format via the reports section.

    Additional Features

    Travel Payments

    Choose how and when to pay/bill for mileage, at what rate, and based on exact distances and the time travelled.

    Time & Attendance

    Know for certain that a carer has attended an appointment, and receive a warning if they haven't arrived.

    Invoicing and Payroll

    One-click professionally branded invoice production and distribution. Customise timesheets for your staff.

    Rota Scheduling

    Complete your care worker rotas faster than ever before with our intelligent, simple visual rostering system.

    Third Party Integrations

    Full integration with leading accounting systems. Additional integration with other platforms and API connection possible.

    Record Keeping

    Keep track of staff training, service user requirements and day-to-day incidents with CarePlanner's thorough record keeping system.

    Carer Mobile App

    Keep your care staff in the loop with our dedicated mobile app for Android, iPhone and Windows Phone.

    Powerful Reporting

    Report on any aspect of your business, and easily export data to Sage, Sage Payroll or HRM systems.


    Customise colours, permissions, dashboards, alerts – it's easy to make CarePlanner your own.

    Easy & Secure Access

    Login from anywhere. 256-bit, online banking-grade security; accessible to your staff from anywhere on virtually any device.

    e-Medication Management

    Set up detailed medication requirements for each service user. Never miss a medication delivery. Audit trail for all deliveries.
    Can't find what you're looking for? Get in touch to find out more.

    County Care

    “The most recent update has really taken it to the next level, and they’re clearly a very forward-thinking company.”

    Apollo Franchising

    “The customer service has been brilliant. Really, really good. They’re so helpful. “

    Proud to Care

    “I’ve now got more time to support staff, be face-to-face with clients and their families, and offer a truly personal service.”

    Charlesworth Community Care

    “We’re safe in the knowledge that the software works and will keep ticking along. I’d have to rate it 9/10.”

    SOS Homecare

    “We’re now becoming a paperless company because we rarely have to print anything out”

    NHS Woodfield 24

    “We constantly have new referrals, whilst other patients pass away or need to increase their number of visits at very short notice. Frankly, I don’t know how we’d cope without CarePlanner “

    Level 1, 8 Beulah Road,
    Norwood SA 5067