Works from a phone
Clients upload a photographed bill or a PDF from the same link every month. No software to install and no training.
Practice Engine / Client Portal & Requests
Clients send documents to one place. Missing ones are asked for before they become late.
Each client gets a simple upload space that works on a phone. Your firm sets what is needed every month, the engine tracks what has arrived, and follow-ups are drafted for your staff to send.
Requests · Assi Ghat Cafe LLP- Purchase invoices, September38 received
- HDFC current account statementReceived 2 Oct
- ICICI OD account statementReminder sent 4 Oct
- Rent agreement for new godownRequested for ITC on rent
- Credit note from Kaveri TextilesDraft request ready
Drafted follow-up, waiting for your send
Namaste, for the September GST return we still need the ICICI OD statement for 1 to 30 September and the Kaveri Textiles credit note. You can upload both here from your phone.
Client upload linkCapabilities
What Client Portal & Requests handles
Monthly checklist per client
Set the recurring needs for each client: bank statements per account, purchase invoices, sales register, expense bills.
Drafted follow-ups
When something is missing, a clear request is drafted in plain language, naming the exact document and period. Your staff send it.
Reminders on a schedule you set
Gentle reminders before the cut-off date your firm chooses, so documents arrive with time left for review.
Questions with context
Queries about an unmatched bank line or a mismatched invoice go to the client with that line attached, and answers land against it.
Separate space per client
Each client sees only their own uploads and requests. Staff see only the clients they are assigned.
Workflow
How documents arrive on time
- 01
Checklist set
The recurring document list is configured for each client once, then reused every month.
- 02
Client uploads
Documents go into the portal or are forwarded by email and are read immediately.
- 03
Gaps detected
Missing accounts, months or referenced invoices are spotted against the checklist and the books.
- 04
Follow-up sent
Drafted requests go out after your staff approve them, with reminders until resolved.
In detail
Typical gaps the engine spots
Where the professional stays in charge
Requests are drafted, not sent automatically. Your firm decides the tone, timing and whether to ask at all. The relationship with the client remains yours.
| Gap | How it is noticed | Drafted request |
|---|---|---|
| Bank statement not received | Account listed in checklist, no file for the period | Statement for the account and date range |
| Invoice in GSTR-2B, not in books | Supplier reported it, client did not send it | Copy of the named invoice |
| Unexplained bank transfer | No matching bill or receipt | Purpose of the payment, with the line attached |
| Credit note referenced, not sent | Supplier ledger shows reduction | Copy of the credit note |
| Partial month of bills | Volume far below the client’s usual pattern | Confirmation that all bills were uploaded |
Questions
Asked by firms evaluating this module
Do clients need to create an account?
Each client gets a secure upload link and can optionally set up a login for their accounts person. Both only give access to that client’s own space.
Can the portal carry our firm’s name?
Yes. The portal and request messages show your firm’s name and logo, so clients deal with you, not with a software vendor.
What if clients keep sending documents over WhatsApp?
Staff can drop those files into the client’s space in bulk. They are read and tracked against the checklist the same way.
Can we stop reminders for a particular client?
Yes, per client or per request. Some clients prefer a single call from their CA, and the system respects that setting.
Practice Engine
Works with the rest of the engine
Review slip · awaiting approval
Your client list, prepared and waiting for one signature.
Bring a month of real documents from two or three clients. We will run them through the engine with you and show you the review queue they produce.