Who it's for — CAs and accounting practices
Filing season shouldn't run on WhatsApp.
Every return needs the same handful of documents from clients who are, understandably, not thinking about their Form 16 in June. Multiply that by two hundred clients and the job stops being accounting and starts being follow-up. A link that shows each client exactly what is still missing does more of the chasing than another reminder ever will — and your dashboard shows you, at a glance, who has not sent what.
A request you might send
Form 16File upload
Bank statement (Apr–Mar)File upload
Any capital gains this year?Yes / no