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For every firm that collects documents from its clients

Stop chasing clients for documents.

Send one link. Your client uploads from their phone, with no login and no password.
GDesk sends the reminders, AI checks every file, and your team approves.

Start free

Free for up to 10 clients · No card needed

What your client sees · no app, no password

Built for firms that serve clientsAccounting & tax · Legal · HR & PRO · Travel & visa · Real estate · Insurance

  • Request
  • Collect
  • Review
  • No client passwords
  • AI checks every file
  • Reminders in 11 languages
  • GST, TDS and ITR due dates built in
  • Ready-made checklists for your kind of work
  • Staff approve every file
  • Free CRM with GST invoices
  • Files copied to Google Drive or OneDrive
  • One price per firm
Why GDesk

Document season shouldn’t mean inbox chaos

Bank statements on WhatsApp. A passport copy in three different email threads. The same reminder sent five times, and the one document you need found on the deadline. GDesk puts every request, every file and every follow-up in one place, for your whole team.

  • Clients see exactly what to send, and why
  • Reminders only list what’s still missing
  • Every file and decision stays on the record
How it works

From request to ready in three steps

  1. Ask

    Pick a ready-made checklist (ITR, GST, KYC, visa, onboarding, a new matter), or describe the work in a sentence and AI drafts one. Choose the client and the due date, and send.

  2. Collect

    Your client opens one secure link and uploads from a phone or laptop. AI checks each file as it arrives, and reminders go out on their own until everything is in.

  3. Approve

    Your team opens each file, sees what AI noticed, and approves it or asks for a new version with a reason the client can read.

Set it up once: import your clients from a spreadsheet, save your checklist as a template, and let it repeat every month.

See the full journey

Who it’s for

Built for firms that run on client documents

Pick what your firm does when you sign up, and GDesk shows your own checklists first. Every feature works for every firm.

Best for documents you ask for again and again. Not a form builder for long questionnaires.

A month with GDesk

Reminders that know what’s already in

One client, one month, real behaviour. Scroll through Oak & Co.’s September and watch the request update.

  1. Day 1

    The request creates itself

    Oak & Co.’s September checklist is generated from your monthly template, due on the 10th.

  2. Day 1

    Priya gets one secure link

    No account to create and no password to remember. The link opens her checklist.

  3. Day 2

    Two of three, from her phone

    The bank statement and sales invoices upload, are checked, and show as submitted.

  4. Day 3

    A reminder for what’s missing

    Only purchase receipts are listed. Nothing she’s already sent, and never during quiet hours.

  5. Day 5

    Anika reviews

    The statement is approved. The invoices need a new version: “Page 2 is cut off.” Priya sees exactly why.

  6. Day 8

    Completed

    Every required item is approved, and October’s request is already scheduled.

For your clients

A link. A checklist.
Done.

  • No account, no password

    The email link opens their checklist straight away, on any phone.

  • Saves as they go

    They can add a few files today and the rest tomorrow, then submit once.

  • Knows exactly what to fix

    A request for a new version always comes with your reason. If they can’t provide something, they say why.

  • In their language

    Reminders in their preferred language, and the whole page in Arabic for Gulf clients.

  • Files from you, too

    Share a filed return or a signed letter back to the client on the same page.

GDesk AI

AI that checks.
People who decide.

GDesk AI handles the small, slow parts of collecting documents. Included in every paid plan. Nothing is ever approved without your team.

Learn about GDesk AI
  1. 01

    Checks every upload

    Each file is compared with what you asked for, and the client is told straight away if it’s wrong.

    Covers April to December only. January to March is missing.

  2. 02

    Writes reminders

    Polite reminders that name only what’s missing, in 11 languages.

    مرحبًا بريا، ما زلنا بحاجة إلى مستندين.

  3. 03

    Drafts checklists and replies

    Describe the work in a sentence and get a first draft to edit.

    “Schengen visa for a family of four”

Compliance calendar

Every due date, with its request

GDesk knows the Indian compliance calendar: GSTR-1 and GSTR-3B, TDS and TCS, advance tax, income tax returns, tax audit, company and LLP filings, and PF and ESI. Each due date shows when to ask your clients, and one click starts the request with the right checklist, period and due date.

  • GSTR-1
  • GSTR-3B
  • GSTR-9
  • 24Q / 26Q
  • Advance tax
  • ITR
  • Form 3CD
  • AOC-4
  • MGT-7
  • PF / ESI

See the compliance calendar

The firm workspace

A clear view
of every client

Owners, admins and staff work from one list. Everyone sees what is missing, what is waiting for review and what is done, and the screen updates by itself when a client uploads.

Product preview · demo data

Good morning, Anika

Here’s where September collection stands.

Active clients2418 assigned to you
Open requests124 due this week
Overdue2Needs attention
Awaiting review57 files ready to review
Example requests · five of twelve shown
ClientRequestDueStatusProgress
Maple StudioSeptember bookkeepingSep 30Awaiting documents1 of 3
Oak & Co.September bookkeepingOct 10Awaiting review3 of 3
Northstar DentalQ3 payroll recordsOct 5Partially submitted2 of 4
Riverbend CaféAugust sales taxSep 20Overdue0 of 2
Harbor LegalSeptember bookkeepingSep 26Completed3 of 3

Maple Studio — September bookkeeping

Awaiting documents
  • Bank statementReceived
  • Sales invoicesMissing
  • Any new loans this month?Not answered
Free CRM

From first enquiry
to paid invoice

Track the clients you’re winning, not just the ones you have. Enquiries, fee quotes and GST or VAT invoices sit next to your document work, and a won enquiry becomes a client in one step.

  • Enquiries board

    New, Contacted, Quote sent, Won or Lost. Add an enquiry in four fields; GDesk flags possible duplicates.

  • Fee quotes with an accept link

    Quote from your services list with tax worked out. The client views, downloads and accepts without signing in, and reminders follow after 2 and 5 days.

  • Make them a client

    A won enquiry becomes a client with their contact, services and first invoice in one step. Enquiries don’t use your active-client allowance.

  • GST invoices and recurring billing

    Tax invoices with CGST, SGST or IGST, SAC codes and a UPI QR code, part payments, credit notes, a GSTR-1 sales export, and monthly or yearly invoices that make themselves.

Free on every plan, for every kind of firm: it starts with services for your kind of work. Growing firms add CRM Advanced for collections, approvals, automations, branches and Tally export.

Start free with CRM See the CRM

Built on a few firm promises

  • 0 passwordsfor clients. They sign in from a single-use email link.
  • 1 linkopens everything you asked for, on any device.
  • Only what’s missingappears in reminders, never what’s already in.
  • Every revisionkept. Replacements never overwrite history.
Careful by design

Careful with your clients’ data

How we keep data safe

  • Every firm kept apart

    Every record belongs to one firm, and access is checked on the server for every action.

  • Files scanned first

    Every upload is held and virus-scanned. Files that fail are never offered for download.

  • Single-use links

    Client links work once, expire, and stop the moment you withdraw access.

  • Two-factor sign-in

    Your team signs in with an authenticator app; owners can make it compulsory.

  • Nothing overwritten

    New versions never replace old ones. Every decision is in the history.

  • Your data, exportable

    Download any client’s or request’s files with a list of files, at any time.

Self-service

Start on your own.
No sales call.

Everything you need is inside GDesk, and you can do it all yourself. The free plan needs no card.

Start free See plans and prices
  1. 01

    Register your firm

    Pick what your firm does, and GDesk shows your own checklists first.

  2. 02

    Import your clients

    Upload a spreadsheet. Every row is checked before anything is saved.

  3. 03

    Send your first request

    Choose a ready-made checklist, pick a client, and send one secure link.

FAQ

Good questions

Something else on your mind? Book a guided pilot or ask us directly.

Do clients need a password?

No. They open a secure email link. If it expires, they ask for a new one with just their email address.

What does GDesk AI do?

It checks each upload against what you asked for, reads key details for your team to confirm, drafts checklists, writes reminders in the client’s language, finds documents you already have, drafts replies and sends each person a morning digest.

Does AI approve documents on its own?

Never. AI only suggests, and every approval is a click from your team.

Can reminders go in Hindi or Malayalam?

Yes. Reminders can be written in English, Hindi, Malayalam, Tamil, Telugu, Kannada, Marathi, Gujarati, Bengali, Arabic or Urdu, following each contact’s preferred language.

Does GDesk know GST and ITR due dates?

Yes. The free Compliance calendar app lists GST, TDS, advance tax, income tax return, tax audit, company, LLP and PF/ESI due dates (and VAT, Corporate Tax and Zakat in the Gulf), shows when to ask clients for each one, and starts the request with the right checklist, period and due date filled in.

Can we import our existing clients?

Yes. Upload a spreadsheet of businesses and their contacts. GDesk checks every row and shows any problems before saving anything.

Is there a free plan?

Yes: 10 active clients, 1 team member and 5 open requests, with no card needed. The free CRM and the free apps work on it too. Automatic reminders, monthly schedules and AI start on Starter.

How is pricing structured?

One price per firm, not per user: Free at ₹0, Starter at ₹1,299, Growth at ₹2,999 and Pro at ₹6,999 a month. Plans differ by clients, team members, open requests, storage and AI credits. Paying yearly gives two months free. Prices exclude GST, and you see the price and limits before you pay.

See all questions