Staff request what's needed, clients upload from their phone, and every review, approval, and finished return is kept and searchable — this year and every year after. No passwords. No lost email attachments. No rebuilding the same checklist every quarter.
Not one client at a time — every engagement across every client, with what's overdue and what's waiting on review surfaced automatically.
Firm Overview
A checklist, not an inbox thread. Drag a file in from a phone or laptop and it's uploaded, versioned, and on its way to review — no account setup, no password to invent.
Q1 GST Filing Documents
Open the file, leave a note, and decide. The client is notified the moment a decision is made, and the whole exchange is logged — no separate email to explain what was wrong.
Purchase Register — Review
Not filed by month, not buried in an inbox. Every upload and every finished return, across every year, searchable by name in seconds — for the client who calls asking for last year's Form 16.
Client Documents
| File | Type | Date |
|---|---|---|
| gst-ack.pdf | Deliverable | 16 Jul |
| gst-challan-corrected.pdf | Upload v2 | 16 Jul |
| gst-challan.pdf | Upload v1 | 16 Jul |
One click carries the checklist forward into a new engagement — the client gets the new request automatically, and the cycle above repeats without anyone rebuilding it.
Q2 FY25-26 Return
Built to be handed to a client without a training session, and trusted by staff without a workaround.