Document collection that chases itself
A per-client checklist of what is needed, a secure upload link, and reminders that keep going until the item arrives. Your team sees a queue of what is actually blocked and why.
Filing season should not be run from a WhatsApp inbox and a whiteboard.
A CA practice carries hundreds of client obligations with statutory dates attached, and most track them in an Excel master that one person maintains. We build the system that knows what is due, what is missing, and which client is holding up which return.
Where it comes from today
- Tally or Busy, often on one machine
- Client documents arriving over WhatsApp and email
- An Excel client master and a filing calendar
- GST and Income Tax portal logins in a spreadsheet
- Return status tracked on a whiteboard
One client record
one record- Status
- tracked
- Owner
- tracked
- What is owed
- tracked
What happens without you
- Document chasing handled by the system instead of by your seniors
- A live status view of every job without building a list by hand
- Deadlines that cannot exist without work and an owner attached
What this actually looks like day to day
If more than one of these lands, the tools have become the constraint rather than the help.
Chasing client documents is the whole job
The bottleneck is almost never the accounting work, it is getting a bank statement or a bill out of a client. That chasing is done by hand, over and over, by your most expensive people.
Nobody can see the real status of a job
Whether a return is waiting on the client, waiting on review, or ready to file is knowledge held in someone's head. Partners ask for a status list and someone spends an hour building one.
The compliance calendar lives outside any system
Due dates are tracked separately from the work itself, so a deadline can pass on a job that was sitting untouched. The two things that need to be connected are the two things that never are.
Documents arrive with no structure
Files come in over mail and chat with names like scan_2.pdf, then get sorted by hand into the right client and year. It is pure overhead and it is where mistakes enter.
Document chasing happens on WhatsApp, at scale
Bank statements, purchase bills and challans arrive as photos in dozens of individual chats, named IMG_20240714. Somebody renames and files each one before any actual accounting work can begin.
The statutory calendar lives outside the work
GSTR-1, GSTR-3B, TDS quarters and advance tax dates are tracked separately from the jobs themselves, so a date can pass on a return that was sitting untouched, waiting on a client nobody chased.
What we build for chartered accountants and tax practices
Specific pieces of work, each quoted separately, so you can start with one and add the rest when it has paid for itself.
Jobs with real status and real owners
Every engagement is a tracked job moving through your own stages, with an owner, a due date and a visible bottleneck. The partner view is a screen, not an hour of asking around.
The compliance calendar joined to the work
Obligations generate jobs automatically on your schedule, so a due date can never exist without work attached and an owner responsible for it.
A client portal that ends the mail thread
Clients upload documents, see what is still needed, and download finished filings and invoices. Everything lands in the right client and period without anyone renaming a file.
A client portal that replaces the WhatsApp chase
Clients see exactly which documents are outstanding for which period and upload them there. Files land against the right client and period already, so nothing needs renaming.
Statutory obligations that generate their own jobs
Your compliance calendar creates jobs automatically per client and period with owners and due dates, so a filing date cannot exist without work attached and somebody responsible.
Tally kept, and connected
We leave Tally doing what it is good at and connect it, so client masters and entries flow without being typed twice and your practice system holds the status.
What is different afterwards
- Document chasing handled by the system instead of by your seniors
- A live status view of every job without building a list by hand
- Deadlines that cannot exist without work and an owner attached
- Client files that arrive already sorted to the right client and period
- Document chasing handled by the portal instead of by your article assistants
- Every GST and TDS obligation attached to a job with an owner
The services this usually involves
- Client and customer portalsfor ca firmsA practice's throughput is set almost entirely by how fast documents arrive from clients, and that is currently governed by how many reminders your seniors have the appetite to send. A portal moves the chasing off your most expensive people.
- Workflow automation and AI agentsfor ca firmsEvery practice tracks obligations in one place and work in another. The gap between them is where a missed filing lives: the date was known, the job was never started, and nothing in either system was watching for the combination.
- Custom business softwareThe system your business needed and could never buy.
- Documents and reportingGenerated from your data, not retyped.
- Going digital properlyOff paper and spreadsheets, without losing anything.
Tell us how your practice actually runs.
Forty-five minutes, no preparation, no obligation. You get a written summary of what we would fix first and roughly what it involves.