Built around how Indian CA firms actually collect documents
WhatsApp first, works without it, and organised from the moment a file arrives.
WhatsApp automation for CAs
Collect client documents on WhatsApp, without the mess
Your clients already send documents on WhatsApp. Docflo connects to your firm's number, picks up every file, works out whose it is and what it is, and ticks it off their checklist — so nothing gets lost between chats.
Learn moreClient document management
Every document identified, dated and filed in seconds
No more renaming 'IMG-20261003-WA0012.jpg'. Docflo reads each file, decides what it is and which month it belongs to, and files it as Client → Financial year → Month → Type.
Learn moreBank statement converter
Bank statement PDF to Excel, with categories
Turn any Indian bank statement PDF into a clean Excel sheet — date, narration, debit, credit, balance — with a suggested ledger head for every line, ready to post or reconcile.
Learn moreReminder automation
Polite reminders that go out on their own
Set the schedule once. Docflo reminds each client about exactly what is still pending, in their language, and stops as soon as the last document arrives.
Learn moreAnd the everyday things that save hours
- Checklist templates
- Ready-made lists for GST monthly and quarterly, ITR salaried and business, TDS, tax audit and company ROC — or build your own.
- Bulk requests
- Send October's GST checklist to all 120 GST clients in one go. Each gets their own link and their own reminders.
- Document vault
- Client → Financial year → Month → Type, with preview, version history and one-click ZIP download.
- Compliance calendar
- GST, TDS, advance tax, ITR and ROC due dates on your dashboard, next to who is still pending.
- Team access
- Invite staff, assign clients, and keep billing visible only to the owner.
- Installable app
- Install on Android, iPhone or desktop. Get a notification when a client sends documents.
Stop chasing documents this month.
Set up in ten minutes. Free for your first 15 clients, no card needed.