Hundreds of returns, thousands of documents. Zero chasing on WhatsApp.
Built for high-volume ITR and GST work. Send a checklist to many clients at once, see who is behind at a glance, and keep every document off personal phones.
- Send to many clients at once
- Reminders included
- English and Hindi
Every month, the same scramble.
200 clients, 200 chats
Scrolling back through each one to find last month’s invoices.
Invoices in a personal inbox
Bills sent to whoever the client happened to have the number of.
The same bill, three times
Forwarded, re-sent, downloaded. Which one is the final copy?
Never deleted
Years of client bank statements, still sitting in old chats.
Three steps. Your clients do the uploading.
- 1
Import your clients
Bring your list across from Excel. Tag clients by return type.
- 2
Send this month’s checklist to all
Pick many clients at once. Get a ready list of links to share.
- 3
Work the queue
See who is complete and who is behind. Reminders go out on their own.
Your calendar, covered.
Send the month’s checklist to every GST client in one go, and track who is behind.
- GST monthly
- GST QRMP
- ITR (salaried)
- ITR (business)
- GSTR-9 annual
- Notice reply
- New client KYC
Edit any checklist, or save your own.
| When | Work | Documents you chase |
|---|---|---|
| Every month | GSTR-1 and GSTR-3B | Sales register, purchase invoices, e-way bills, bank statements |
| Every quarter | QRMP returns and TDS | Invoices, challans, deductee details |
| April to July | ITR filing | Form 16, AIS and 26AS, bank statements, investment proofs |
| By December | GSTR-9 annual return | Annual sales and purchase summaries, input tax credit workings |
| January to March | Advance tax | Profit estimates, bank statements, investment proofs |
| Any time | Notices and replies | Notice copy, supporting invoices, ledgers |
Everything you need. Nothing you have to learn.
One request, many clients
Send the monthly GST checklist to every client in one go.
Who is behind, at a glance
Complete, partly done, not started. Sorted for you.
Automatic reminders
Polite nudges on WhatsApp or email until the list is complete.
Search by PAN or GSTIN
Find any client and any document in seconds.
Staff see only their clients
Split the work. Everyone has their own login.
Every open on record
Who viewed or downloaded which file, with time and IP address.
GST week, three ways.
Clients still get your request on WhatsApp or email, because that is where they are. The documents just stop living there.
See it in the live demo| Send the same checklist to many clients | Copy and paste | Mail merge | |
| See who is behind, in one list | |||
| Reminders sent for you | |||
| Files sorted by client and month | By hand | ||
| Search by PAN or GSTIN | Search and hope | ||
| Who opened a file, by name | |||
| Stored in India | Depends on provider |
Easy enough for every client, even the ones who only use WhatsApp.
- Opens from a WhatsApp message
- Snap bills with the phone camera
- English and Hindi
- No app, no password
“The monthly “send your bills” message goes out once. The checklist does the chasing.”See the messages you can send clients
The care your clients expect, and the law asks for.
- Encrypted, stored in India
- Clients upload, never see files
- Every view and download on record
- Erase on time, with proof
The DPDP Act is already law. Every document collected on chat today is one more to clean up later. What the Act asks · How we protect files
Every feature in every plan. Pick by number of clients.
Prices per month, billed yearly. Monthly billing is also available.
Solo
About ₹33 per client a month
- 30 active clients
- 1 login
- 15 GB storage
- Custom domain
Professional
About ₹25 per client a month
- 100 active clients
- 3 logins
- 75 GB storage
- Custom domain
Practice
About ₹20 per client a month
- 300 active clients
- 10 logins
- 300 GB storage
- Custom domain
Firm
About ₹10 per client a month
- 1000 active clients
- 25 logins
- 1 TB storage
- Custom domain
Compare plans in detail · Extra logins ₹199 a month
Try it with your real clients. Your money back if it’s not for you.
- Full refund within 14 days
- Set up in 10 minutes
- Export your files any time
Questions
Can I send the same checklist to many clients at once?
Yes. Pick as many clients as you need. You get a ready list of private links to share on WhatsApp or email.
Can clients upload photos of bills?
Yes. They can take a photo or choose a PDF, Word, Excel, CSV, JPG or PNG file up to 25 MB.
How do reminders work?
You choose when reminders go out. They stop as soon as the checklist is complete.
We have many staff in season. Do they each need a login?
Yes, so every action is in their own name. Extra logins cost ₹199 a month and can be switched off after the season.
Do my clients need to install an app or create an account?
No. They open your private link on any phone or computer, enter a 6-digit code and upload. The page works in English and Hindi.
Where are the documents stored?
In data centres in India, encrypted while they travel and while they rest. Files open only through links that expire in 60 seconds.
Are our documents used for AI?
No. Your documents are never sold, never sent to outside AI companies and never used to train any model.
What if it is not right for us?
Ask for a full refund within 14 days of your first payment. You get 3 days to export your files, and the money is back in 7 working days.
