FOR CA AND PROFESSIONAL SERVICES
One of 13 industries we build for
You don't have a work problem. You have a chasing-clients problem.
Documents arrive late and in the wrong format, deadlines live in your head, and client conversations are scattered across a hundred WhatsApp chats. We build the system that collects the documents, tracks every filing, and ends the chaos.
WHAT A FIRM LOSES TO DOCUMENT CHASING AND DEADLINE CHAOS, EVERY MONTH
₹0
Hours burned chasing clients for documents, penalties risked on missed deadlines, and the work that piles up because nothing is in one place.
THE DAY NOW
The work is fine. Getting to it is the problem.
A practice does not drown in filings. It drowns in chasing the inputs for them. Here is where the week goes.
THE MISSING DOCUMENT
Chased for the tenth time
A client owes you a bank statement, sends a blurry photo of the wrong page, then goes quiet. You chase, you remind, you chase again. The filing waits on it.
hours a week, just chasing
THE DEADLINE IN YOUR HEAD
GST, ITR, TDS, ROC
A dozen deadlines a month across a hundred clients, tracked in your memory and a spreadsheet. One slip is a penalty and an awkward call.
deadlines that depend on memory
THE WHATSAPP CHAOS
A hundred chats, no record
Every client conversation lives in a separate WhatsApp thread on your personal number. When an article clerk leaves, the context leaves with them.
client comms with no system
THE MANUAL ENTRY
Typed in by hand
Invoices and statements keyed in line by line, reconciled against GSTR-2B by eye. Slow, and a mistake waiting to happen.
data entry that should be automatic
THE DAY WITH THE SYSTEM
Same filings. Same clients. Nothing chased twice.
Not generic practice software. A system shaped to how an Indian CA firm actually runs its month.
DOCUMENTS, COLLECTED
The client portal does the chasing
Each client gets a simple request list and automatic reminders until the right document, in the right format, is in. You stop being the follow-up service.
documents in, without the chasing
DEADLINES, TRACKED
Nothing slips, nothing penalised
Every GST, ITR, TDS and ROC deadline across every client on one board, with alerts well before the date. The penalties stop.
every filing, on time
COMMS, IN ONE PLACE
Off your personal number
Client conversations move into one hub tied to the client record, so context stays with the firm even when staff change.
the chaos, replaced by a record
DATA, EXTRACTED
Statements read automatically
Invoices and statements read and entered automatically, reconciled against GSTR-2B, so the clerk checks instead of types.
entry that does itself
The practice was never short on expertise. It was short on the bank statement that never came, chased across a hundred WhatsApp chats nobody owned.
DEEPER DESIGNS · FOR CA FIRMS
THE BUILDS
Four working builds. Not slides about them.
01CLIENT DOCUMENT PORTAL
The portal chases the documents, so you don't.
Each client gets a clear request list and automatic reminders until the right document, in the right format, is in. You stop being the unpaid follow-up service.
- A request list per client, by filing
- Automatic reminders until it is in
- Wrong format flagged on upload
- You see what is pending, at a glance
02COMPLIANCE CALENDAR
Every deadline, every client, on one board.
GST, ITR, TDS and ROC across your whole client base on a single board, with alerts well before each date. The missed-deadline penalty becomes a thing of the past.
- GST, ITR, TDS, ROC across every client
- Alerts well before the date
- Status per filing: pending, in progress, filed
- Workload balanced across the team
03CLIENT HUB
Client conversations, off your personal number.
Every client conversation moves into one hub tied to the client record, so context stays with the firm even when an article clerk moves on.
- Client comms in one place, per client
- Document requests and reminders from the hub
- History stays with the firm, not the staff
- Off your personal WhatsApp
04DOC EXTRACTION
Statements read and entered, you just check.
Invoices and statements read and entered automatically, reconciled against GSTR-2B, so your clerk reviews instead of keying in line by line.
- Invoices and statements read automatically
- Reconciled against GSTR-2B
- Mismatches flagged for review
- A maker-checker audit trail
THE PAYBACK
Illustrative for a small firm with a hundred-odd clients. Freeing the hours lost to chasing and entry usually covers the build well inside a season. We size it to your client base in the first call.
WITHOUT THE SYSTEM
WITH THE SYSTEM
Ranges from common small-firm patterns, not a single client. This handles the workflow around filings, not the professional judgment in them.
Different practices. Different leaks.
Every firm loses the week somewhere specific. Here is where, in their words.
Representative, not specific clients.
I spend more time chasing clients for documents than actually doing the work.
A dozen deadlines a month live in my head. One slip is a penalty and an apology.
Every client is a separate WhatsApp chat on my personal phone. It is chaos.
When an article clerk leaves, all the client context walks out with them.
My team keys in invoices line by line and reconciles against 2B by eye.
I run a company-secretary practice and ROC dates are scattered everywhere.
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