Filed return delivery
Filed returns delivered — and always there when clients need them
"Please send last year's ITR again" is a message your team answers too often. Upload filed returns and acknowledgements in one go; Docflo identifies each one, sends it to the right client, and keeps everything in a portal clients open with a one-time code on their mobile.
Bulk upload, matched by PAN or GSTIN
Drop a folder of ITR-Vs, GSTR-1 and 3B acknowledgements, TDS receipts, challans and audit reports. Docflo reads the PAN or GSTIN and files each one under the right client.
Delivered on WhatsApp and email
Clients get a short message in their language with a link, and the file by email — unless you have held it until the fee is paid.
A portal clients actually use
No password to remember: clients enter their mobile number and a code. Filed returns, acknowledgements, bills and payments, sorted by financial year.
In English, Hindi and Gujarati
The portal speaks the client's language and works well on any Android phone. It can be added to the home screen like an app.
How it works
- 1Upload filed returns and acknowledgements.
- 2Docflo matches the client and delivers each file.
- 3Clients find every year's filings in their portal.
Questions
What if a document can't be matched to a client?
It waits for you with a 'choose client' tag — nothing is sent until the client is known.
Can one person see several businesses?
Yes. If a mobile number belongs to more than one client, they choose which one to open.
Stop chasing documents this month.
Set up in ten minutes. Free for your first 15 clients, no card needed.