Document collection for CA firms and accountants
Send one link for an ITR, a GST return or an audit. Your client uploads from their phone, AI checks every file, and reminders follow up until it’s all in.
Every return starts with chasing
Form 16s, bank statements, purchase invoices, investment proofs. Multiply by every client, every month, and the filing deadline arrives before the documents do.
From request to ready in three steps
- Ask
Pick the checklist
ITR, GST monthly or quarterly, TDS, tax audit or month-end bookkeeping. Choose the client, the period and the due date.
- Collect
The client uploads
AI flags last year’s statement or missing months at once, and reminders list only what’s still missing.
- Approve
Your team reviews
Approve each file or ask for a new version with a reason. Next month’s request is already scheduled.
Start from your own checklists
17 checklists for Indian firms; UAE and GCC firms get VAT, Corporate Tax, Zakat, audit and payroll ones instead. Edit any checklist, or describe the work in a sentence and AI drafts one for you.
- Income tax return: salaried
- Income tax return: business or profession
- Capital gains statements
- GST return: monthly
- GST return: quarterly (QRMP)
- GST annual return (GSTR-9)
- TDS return: quarterly
- Advance tax estimate
- Tax audit (Form 3CD)
- Audit document list
- Month-end bookkeeping
- Payroll inputs
- Company annual filing (AOC-4, MGT-7)
- LLP annual filing (Form 11, Form 8)
- Company or LLP incorporation
- New client KYC
- Loan application file
Compliance calendar
GST, TDS, advance tax, ITR, tax audit, ROC, LLP and PF/ESI due dates, with the date to ask each client and the request started in one click.
AI catches the wrong year
Last year’s statement, a statement that stops in December, or someone else’s Form 16: the client is asked to fix it straight away.
Reminders in 11 languages
English, Hindi, Malayalam, Tamil, Telugu, Kannada, Marathi, Gujarati, Bengali, Arabic or Urdu, by each contact’s preference.
Monthly schedules
Bookkeeping and GST requests created for you each month, for the right period.
GST invoices and GSTR-1 export
Quote your fees, bill with CGST, SGST or IGST and a UPI QR code, and export the month’s sales for your own GST return.
Tally and Zoho Books export
Invoices, credit notes and receipts exported once, with CRM Advanced.
Quote your fees and get paid
The free CRM starts with services for your kind of work (ITR, GST returns, bookkeeping, TDS, ROC filings, audit and payroll (GCC firms: VAT, corporate tax, bookkeeping and audit)). Add your fees, send quotes the client accepts online, and invoice with GST or VAT.
Good questions
Does GDesk know GST and ITR due dates?
Yes. The free Compliance calendar app lists GST, TDS, advance tax, ITR, tax audit, ROC, LLP and PF/ESI due dates, shows when to ask each client, and starts the request with the right checklist, period and due date filled in.
Can we keep using Tally?
Yes. GDesk collects and checks the documents; your accounting stays in Tally. With CRM Advanced, your fee invoices, credit notes and receipts export to Tally Prime or Zoho Books.
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.
Does AI approve documents on its own?
Never. AI only suggests, and every approval is a click from your team.
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.