Everything your firm needs to collect, check and keep client documents
Ask once, clearly, and reuse it every month
Start from a checklist for your kind of work, or build your own, and send it to any client in a few clicks.
Ready-made checklists
For your kind of work: tax returns, visas, onboarding, tenancy, claims, new matters and more, ready to edit.
AI checklist builder
Describe the work in a sentence and get a draft list of documents with instructions.
Your own templates
Required or optional items, instructions, allowed file types and how many files each item takes.
Questions as well as files
Yes or no, choices, text, dates and numbers, next to the documents.
Ask only what applies
Show an item only when an earlier answer makes it relevant, such as rental receipts only for clients with rental income.
Preview before sending
See the page exactly as your client will, then send.
Board and list views
See every request by status, and filter by client, team member or due date.
Monthly schedules
The same request created for you for each period, on the day you choose (Starter and above).
A simple page for your clients, on any device
Clients never create an account or remember a password. One link opens everything you have asked them for.
One secure link
Single-use, expires, and can be withdrawn at any time.
No account or password
Clients ask for a fresh link with just their email address.
Saves as they go
Upload some today, the rest tomorrow, and submit once.
“I can’t provide this”
With a reason, so you know instead of guessing, and the item stops being chased.
Messages on the request
Clients ask their questions where the documents are.
Files from your firm
Share returns, letters or reports back to the client on the same page.
Your branding
Your logo and firm name on the client’s page.
Arabic, right to left
Clients can switch their page to Arabic.
AI suggests. Your team decides.
Included in every paid plan as monthly AI credits. Nothing is ever approved without your team.
Catches the wrong document
Last year’s statement, missing months, the wrong document, a blurry photo or someone else’s name. The client is asked to fix it right away.
Builds the checklist
Describe the work in a sentence, and AI drafts the list of documents with instructions.
Writes reminders in their language
Polite reminders in English, Hindi, Malayalam, Tamil, Telugu, Kannada, Marathi, Gujarati, Bengali, Arabic or Urdu.
Remembers what you have
A passport, ID or certificate you approved before? GDesk offers to reuse it, so the client isn’t asked twice.
Reads key details
Picks out details such as tax numbers, dates and amounts for your team to confirm, and saves them to the client’s record.
Drafts your replies
One click drafts a reply to a client’s message. You edit it and send.
Daily team digest
A morning email for each person with what’s overdue, waiting for review and due this week.
Your settings
Choose which AI features are on and who on your team sees the results.
GDesk does the chasing, politely
Reminders only ever list what is still missing, and they wait for working time.
Smart reminders
Only what’s missing, never what’s already in (Starter and above).
Reminder schedules
Before the due date, on it and after, at the timing you choose.
Quiet hours, weekends and holidays
Reminders wait for your working time, and the free Holiday pause app skips your holidays.
Pause for a client
Stop reminders for one request with one click, such as for a client who’s travelling.
Send now or preview
See exactly what the client will get before it goes.
Compliance calendar
Filing due dates with the date to ask clients, and the request started from the right checklist in one click.
Emails from your domain
Client emails from your own address and sender name.
Every decision on the record
Your team approves each item or asks for a new version with a reason. Nothing is overwritten and nothing is approved automatically.
Approve or ask for a new version
Always with a reason the client can read.
Version history
Each new upload is a new version; earlier files stay.
Mark as not needed
Waive an item with a note when it doesn’t apply.
Upload for the client
When a file arrives another way, add it yourself.
Internal notes
Kept inside your firm, never shown on the client’s page.
Client folders
Approved documents by month, and your own folders on each client.
Download all
A request’s or a client’s files as a ZIP with a list of files.
Copy to Google Drive or OneDrive
Approved files saved to a folder for each client in your firm’s storage.
One tidy record per client
Every business, its contacts and its history in one place.
Businesses and contacts
Several contacts per client, each with their own link.
Import from a spreadsheet
Every row is checked, and problems are shown before anything is saved.
Your own client fields
File number, tax number, passport expiry and more, with alerts before a date comes up.
Email activity
See which emails reached the client.
Assigned team members
Decide who handles each client.
Archive and restore
Keep the history of clients you no longer serve.
Built for a firm, not one inbox
Roles and assignments decide who sees what, and everyone works from the same live list.
Owner, admin and staff roles
Access follows assignments: staff see only the clients assigned to them.
My tasks
Each person’s own queue of reviews and requests.
Dashboard
Open, due this week and overdue, with recent activity.
Live updates
When a colleague or a client changes something, everyone’s screen updates.
Notifications
In the app, by email and as browser notifications, as each person chooses.
Activity log
Who did what and when, filtered by date, person or type.
Calendar sync
Your due dates in Google, Outlook or Apple Calendar.
Guided tours and help
A tour for every role, and support tickets inside GDesk.
Product feedback
Suggest features, vote on ideas and see what’s released.
From first enquiry to paid invoice
For every kind of firm: win clients, quote your fees and send GST or VAT invoices next to the document work. Free on every plan: install it from Settings → Apps. Without it, GDesk works exactly the same.
Enquiries board
New, Contacted, Quote sent, Won or Lost. Add an enquiry in four fields; GDesk flags possible duplicates.
Today, every morning
Who to follow up, quotes waiting for an answer and unpaid invoices, with Call and WhatsApp buttons that open your phone’s own apps.
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.
VAT invoices for the GCC
UAE, Saudi Arabia, Oman and Bahrain: tax invoices with VAT, your TRN, IBAN and the date of supply, in English, bilingual or Arabic, with the ZATCA QR code in Saudi Arabia and a VAT export for your return.
Payment reminders
Friendly emails 3 days before the due date, on it, and 3 and 10 days after, only between 9 am and 8 pm.
Client timeline
Log notes, calls, meetings and emails on each enquiry and client. The timeline is internal and never appears on the client’s page.
Permissions that fit a firm
Staff see their own enquiries and assigned clients; fees stay with owners and admins unless you share them. Clients never see CRM records.
Run a growing firm from one CRM
Everything in CRM, plus the tools a growing firm needs. ₹1,499 a month or ₹14,990 a year (plus GST) on Starter and Growth, included in Pro. Switch between CRM and CRM Advanced any time: nothing is lost.
Collections desk
Who owes what by age, a daily call list with Call and WhatsApp, promises to pay with a reminder the day before, and statements of account.
Approvals
Quotes over an amount, or with a big discount, wait for a partner’s approval before they go. Every answer is on the quote.
Automations
“Website enquiry → share it out and say hello”, “Invoice 30 days overdue → collections task” and your own rules. Each runs once per record.
Tally and Zoho Books export
Sales invoices, credit notes and receipts for Tally Prime or Zoho Books, each exported once so your books never get duplicates.
Branches
Each office with its own tax number, bank details and invoice numbering. Staff can work in their branch only; reports and exports by branch.
Targets and team performance
Monthly or quarterly targets per person, branch or team, progress on everyone’s Today, and a summary email on the 1st.
Client profitability
Log time with a timer on requests, tasks and clients, and see fees against the cost of that time. Clients that lose money stand out.
AI help for your trade
The next step for a quiet enquiry, follow-up drafts in the client’s language, tidied call notes and the enquiries most likely to win, written for your kind of firm.
Website enquiry forms
Put a form on your website; enquiries arrive on your board with duplicates flagged.
Pipelines, deals and reports
Your own stages and deals, custom fields, saved views and the Integration API.
Connect GDesk to the tools you already use
Cloud storage and calendars on every plan; the Integration API, webhooks and automation tools on Growth and Pro, or with CRM Advanced.
Google Drive and OneDrive
Approved files copied to a folder for each client.
Google, Outlook and Apple Calendar
A private calendar link with your due dates.
Integration API
Create clients and send requests from your own software, with an OpenAPI description.
Webhooks
Signed events when a request is completed or a document is submitted, with retries and a delivery log.
Make and Zapier
The same events through Make’s webhook and HTTP modules. The Zapier app is available by invitation.
Tally Prime and Zoho Books
Sales invoices, credit notes and receipts, each exported once (CRM Advanced).
Client documents deserve careful handling
These rules decide who can see what, and what happens to every file.
Every firm kept apart
Every record belongs to one firm, and access is checked on the server for every action.
Access follows assignments
Owners and admins see the whole firm; staff see only their assigned clients.
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.
Activity log
Who did what, and when, for the whole firm.
Your data, exportable
Download any client’s or request’s files with a list of files, at any time.
Agreed retention
Documents are deleted only after the retention period your firm agrees. Close your workspace and your data is removed on a schedule you can see.
AI never decides
AI checks and suggests; every approval is a click from your team, and owners choose which AI features are on.
Every question, answered
Getting started
What is GDesk?
GDesk is client document collection software for any firm that collects documents from its clients: accounting, legal, HR and PRO, travel and visa, real estate, insurance and more. You send a checklist, clients upload through one secure link, AI checks each file, reminders follow up, and your team approves everything in one place.
Who is GDesk for?
Any firm that collects documents from clients, especially again and again: accounting and tax, legal, HR and PRO services, travel and visa agents, real estate, insurance, loan agents and consultants. It isn’t a form builder for long questionnaires.
Is GDesk only for accountants?
No. Any firm that collects documents from clients can use every feature. Pick what your firm does when you sign up (accounting, legal, HR and PRO, travel and visa, real estate, insurance or something else) and GDesk shows your own checklists first, and the CRM starts with services for your kind of work. You can change it any time in Settings.
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.
Are there ready-made checklists?
Yes. Accounting firms in India get 17: income tax returns, capital gains, GST monthly, quarterly and annual, TDS, KYC, incorporation, audit, tax audit, bookkeeping, payroll, advance tax, company and LLP annual filings, and loan files. Every firm gets tourist and Schengen visa, employee onboarding, tenant onboarding, insurance claim and new legal matter checklists, and UAE and GCC firms get VAT, Corporate Tax, licence, visa, tenancy, KYC, payroll and audit ones. Edit any of them, or build your own.
Clients
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.
Can clients upload from a phone?
Yes. The page works on any phone, and photos are accepted wherever you allow them.
Which files can clients upload?
Each checklist item sets the file types and how many files it takes, such as PDF, JPG and PNG.
What if a client can’t provide a document?
They choose “I can’t provide this” and tell you why. Your team is told, and the item stops being chased. It is never approved automatically.
What if a client sends the wrong document?
AI checks each file against what you asked for and tells the client straight away when it looks wrong, such as the wrong year, missing months or someone else’s name. Your team can also ask for a new version with a reason, and the client sees exactly what to fix.
Can clients see our internal notes?
No. Messages to the client and internal notes are kept separate, and the client page never shows internal notes.
Can we send files to clients?
Yes. Share files with a client, such as a filed return or a signed letter, and they appear on the client’s page.
Can clients use Arabic?
Yes. Clients can switch their page to Arabic, laid out right to left.
Can clients see our firm’s logo?
Yes. Upload your logo in Settings, and your clients see your firm’s name and logo instead of ours.
AI
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.
Is AI extra?
No. Paid plans include monthly AI credits: 300 on Starter, 1,500 on Growth and 6,000 on Pro. A document check uses 2 credits and a draft or suggestion uses 1. If they run out, AI pauses until the 1st and everything else carries on, or the owner recharges any time: 300 credits for ₹299, valid for 12 months. The Free plan has no AI.
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.
Reminders and automation
Do reminders go out for documents that were already sent?
No. Reminders list only the items still needed, respect your quiet hours, weekends and holidays, and stop once nothing is left for the client to do.
Can requests repeat every month?
Yes, on Starter and above. A schedule creates the request from your template for each period, on the day you choose.
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 emails to clients come from our own domain?
Yes. An owner or admin connects your firm’s email domain by adding a few DNS records, and client emails come from your address and sender name. Until then they are sent by GDesk.
Team
Can every staff member see every client?
Owners and admins can. Staff see the clients assigned to them, so work stays with the people responsible for it.
Can we use two-factor sign-in?
Yes, with an authenticator app. Owners can make it compulsory for the whole team.
Can we see due dates in our calendar?
Yes. With the free Calendar sync app, each person gets a private calendar link for Google, Outlook or Apple Calendar.
Records and data
Where are approved documents kept?
In each client’s folders, by month. With Google Drive or OneDrive connected, approved files are also copied to a folder for each client in your firm’s storage.
Can we export everything?
Yes. Download a request’s or a client’s files as a ZIP with a list of files, at any time.
Can we get documents into our own systems?
Yes, with the Integration API and signed webhooks, or through Make. A Zapier app is available by invitation.
CRM
Is there a CRM?
Yes, free on every plan and for every kind of firm: an enquiries board, a Today list of who to follow up, fee quotes clients accept online, and GST or VAT invoices with part payments, recurring billing and payment reminders. A won enquiry becomes a client in one step. CRM Advanced (₹1,499 a month on Starter and Growth, included in Pro) adds collections, approvals, automations, branches, targets, AI help and Tally or Zoho Books export.
Do leads count toward our active-client limit?
No. Enquiries are kept separate from clients, never receive document requests or portal access, and only count once you convert them into a client.
Can we issue VAT invoices in the UAE or Saudi Arabia?
Yes. VAT invoices in English, bilingual or Arabic, with your TRN, IBAN and date of supply, the ZATCA QR code in Saudi Arabia, and a VAT export for your return.
Pricing
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.
Can we change plans later?
Yes. An upgrade, to a bigger plan or to yearly billing, applies once you approve it, and you pay only the difference for the days left in your current period. A move to a smaller plan starts when your paid period ends.
What happens if we reach a limit?
Your current work carries on: you can finish and review open requests and download every file. Only new clients, new requests, new team members or new uploads wait until you upgrade.