Monthly GST and TDS engagement
Recurring bookkeeping and filing scope.
3 editable scope lines · GST aware
For chartered accountants and tax teams
Know what is missing before the deadline.
Turn recurring client document chasing into a visible checklist with deadlines, ownership and follow-ups.
₹799 per workspace / month · manual UPI activation available
Mehta & Associates
Configured dashboard
Client checklists
76
12 incomplete
Documents missing
43
Across 12 clients
Deadlines this week
9
3 need attention
Ready for review
16
Assigned to 4 staff
Templates included
Start from a complete scope, not a blank page.
Annual accounts and tax return
Year-end accounts, computation and filing support.
2 editable scope lines · GST aware
Operating guardrails
Rules that reduce expensive mistakes.
Every request must identify the client, compliance period and firm deadline.
Mark each item requested, received, unreadable, incomplete or not applicable.
Do not infer tax positions from missing documents; raise a review task instead.
Keep client consent and approval visible before any return is treated as ready.
Use minimum-retention access and never place sensitive client data in reminders.
Industry onboarding
4 focused answers configure your workspace.
Editable templates
Prices and scope are examples; your team reviews every customer quote.
Proof-based completion
Jobs only close after completion evidence is attached.
Run ca practice work in one place.
Create a workspace, configure the pack and use its first quotation template today.
Activate CA Document Collection Pack