1
Onboard client
Record entity, service scope, period and responsible contact.
For chartered accountants and tax teams
Client document collection software for CA firms.
Organize client document checklists, deadlines and follow-ups for your CA practice. Track missing records and review work in one UtilityHub workspace.
₹999 Team plan with CA Practice configuration included · 14-day trial, no card required
Mehta & Associates
September workspace
Practice overview
12 clients need attention
Due this week
18
5 at risk
Files received
184
+27 today
Ready to review
16
4 reviewers
Client & periodProgressNext step
Nexa Foods
GST · August 2026
9/11 received
Due in 2 days
Bright Traders
TDS · Q2
6/11 received
3 items overdue
Singh Consulting
ITR · FY 2025–26
8/8 received
Ready for review
Recommended next action: remind Bright Traders before the TDS cut-off.
Try the collection workflow
See the missing work before it becomes deadline risk.
Select a client, review the request and update an item. This sample shows how the firm and client share one source of truth without exposing real records.
Document request
Nexa Foods · GST August
Client cut-off: 18 September · Owner: Aditi Shah
Due in 2 days
Requested documents
2/4 complete
Functioning process
One workflow from first record to paid job.
Make every missing document, deadline, reviewer and client approval visible. Every stage opens a working UtilityHub module for customers, quotations, orders, jobs, documents or reminders.
2
Confirm engagement
Create the recurring service quotation and agreed cut-off.
3
Request documents
Create a visible collection job and due-date reminder.
4
Receive and classify
Keep received, missing and unreadable evidence in context.
5
Prepare for review
Resolve missing information before assigning the reviewer.
6
Collect client approval
Record the approval follow-up before treating work as ready.
7
Record filing proof
Attach acknowledgement and schedule the next compliance cycle.
Know which client records are still missing
Organize each client’s document request
Keep the client, engagement period and requested records together. Use the collection workflow to give the team a consistent starting point instead of relying only on individual inboxes.
Track received and outstanding documents
Review submitted records and keep missing or incomplete items visible. A file being received is not the same as being reviewed: your team checks its readability, relevance and completeness.
Plan follow-ups before the deadline
Use workspace reminders and assigned work to track the next action. Keep sensitive document contents out of reminder text. External email or messaging delivery requires its own configured connection.
Templates included
Start from a complete scope, not a blank page.
Monthly GST and TDS engagement
Recurring bookkeeping and filing scope.
3 editable scope lines · GST aware
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.
Before you choose CA Document Collection Pack
Is this accounting or tax-filing software?
No. It is a document-collection and work-coordination pack for CA firms and accounting teams. It does not replace bookkeeping, return preparation, professional review or filing on official portals.
Can I use it for monthly client document checklists?
Yes. Organize the requested records around the client and engagement period, track what has arrived and use follow-ups for missing items. Your firm defines the actual document requirements and deadlines.
Can clients upload documents through a portal?
The shared workspace includes client portal access and document uploads. Authorized team members manage access for the relevant customer. Client documents are not intended for public search pages; review the security information before uploading sensitive records.
Compare workspace pricing · Review security and data handling · Explore the shared business workspace
Run ca practice work in one place.
Start the Team plan with a 14-day trial. Create your workspace, answer the ca practice setup questions and open your first reviewed quotation template. No card is required for the trial.
Activate CA Document Collection Pack