CA Firms ke liye Client Follow-up Automation
GST, ITR, audit aur compliance documents ke liye WhatsApp follow-up, document collection, staff task tracking, overdue alerts, daily report aur audit trail — sab ek simple workflow system me.
Not a GST filing software. Not a Tally replacement. This is a client follow-up and office workflow assistant for CA firms.
Workflow
Problem
Documents late aate hain
Clients sales bills, purchase bills, bank statements, GST 2B, Form 16, AIS, TDS challan time par nahi bhejte.
Manual WhatsApp follow-up
Staff ka time repeated reminders bhejne, pending list maintain karne aur status check karne me waste hota hai.
Partner ko clear status nahi milta
CA owner ko daily clear nahi dikhta ki kaunsa client pending hai, kis staff ke paas workload hai, aur kaunsa document missing hai.
Features
Client Master
Client name, GSTIN/PAN, service type, staff owner, due date, priority aur pending documents ek jagah.
Document Upload Form
Clients simple form se documents ya document links submit kar sakte hain.
WhatsApp Follow-up Queue
Pending clients ke liye ready WhatsApp messages aur click-to-send links auto-generate hote hain.
Overdue Alerts
Due today, due within 3 days, due within 7 days aur overdue clients ki urgent list ban jati hai.
Document Checklist
Required, received, verified, rejected aur missing documents ka client-wise checklist.
Staff Task Automation
Missing document follow-up, received document review aur rejected document correction ke tasks auto-generate.
Daily AI Report
CA owner ke liye daily summary: pending clients, staff workload, missing docs, high priority action items.
Change Log / Audit Trail
Kisne kya change kiya, kab change kiya, old value kya thi, new value kya hai — sab track.
Use Cases
| Use Case | System kya karega |
|---|---|
| GST Filing | Sales bills, purchase bills, bank statement, GST 2B, GSTR data follow-up aur checklist. |
| ITR | Form 16, AIS, bank statement, investment proofs, income details collection. |
| Audit Preparation | Ledgers, confirmations, bank statements, fixed asset bills, loan statements aur pending checklist. |
| TDS / Compliance | TDS challan, salary sheet, due date reminders, staff task tracking. |
Pilot Pricing
₹4,999 Pilot
20 clients setup, document upload form, WhatsApp follow-up queue, dashboard, staff tasks, overdue alerts, daily report.
Start Pilot₹9,999/month
After pilot: monthly workflow support, dashboard updates, follow-up process, staff training and improvements.
Ask Monthly PlanDemo Flow
1. Add Clients
CA firm ke clients, service type, due date, priority aur pending documents add hote hain.
2. Collect Documents
Client form se document submit karta hai. Documents tab me response sync hota hai.
3. Run Daily Workflow
One click se follow-up queue, overdue alerts, staff tasks, dashboard aur daily report update.
4. CA Reviews
Final review, verification aur compliance decision CA/staff ke control me rehta hai.
