Client document collection software for CA firms
Built for small and mid-sized CA practices that file GST, ITR, TDS and audits for dozens or hundreds of clients — and spend too much of every month chasing paperwork.
Start free
Sound familiar?
- Articles spend the first week of every month calling clients for bills and statements.
- Documents are spread across five WhatsApp chats, two email inboxes and a pen drive.
- Nobody can say, at a glance, which clients are still pending for this month's GST.
One dashboard for every client
See who is complete and who is pending for each month and service, and what exactly is missing.
Less time on the phone
Automatic reminders in the client's language do the chasing, and stop when the work is done.
Organised from day one
Every file is named, dated and stored in the right folder, ready for the article or partner who needs it.
Ready-made checklists
Use these lists as they are, or send them to clients straight from Docflo.
Documents required for ITR-3 (business and profession)
ITR-3 checklist for proprietors and professionals: bank statements, books of account, GST returns, asset bills, loans and deduction proofs.
Documents required for GST return filing
Monthly GST document checklist for GSTR-1 and GSTR-3B: sales invoices, purchase bills, credit notes, bank statements and e-way bills.
Documents required for tax audit
Tax audit checklist under section 44AB: books of account, bank statements, fixed assets, loans, stock, GST and TDS records for Form 3CD.
Stop chasing documents this month.
Set up in ten minutes. Free for your first 15 clients, no card needed.