Every July, my WhatsApp fills with Form 16 photos I can’t match to a client.
Tax consultants file ITRs and GST returns from portal logins, a client register and documents sent as WhatsApp photos, so papers arrive late. GullySystem builds a client, document and filing tracker for a tax practice, with fees followed up after filing. It starts with a free technology audit.
Your clients range from a salaried engineer with capital gains to a kirana owner with a GST registration and a small builder with TDS to deduct.
Each wants the return filed on time and a call only when there is a refund or a notice.
From June, clients send Form 16, bank interest certificates, rent receipts and broker statements, mostly as photos. You download the AIS and 26AS, match them, compute tax and send a summary for approval before filing.
GST clients send sales and purchase bills every month before GSTR-1 and GSTR-3B. You check ITC against GSTR-2B and chase suppliers’ mismatches through the client.
After filing come refunds, 143(1) intimations and notices. Fees are collected by UPI, often weeks later, and records of who paid live in a notebook.
What goes wrong for tax consultants without a proper system.
Documents come as photos in chats
Finding last year’s capital gains statement for a client means scrolling through months of messages.
I don’t know who is still pending
With hundreds of clients, the list of who has sent documents and who has not is in your head.
Notices are missed
An intimation lands in the client’s email, they forward it late, and the response date is close.
Fees are forgotten after filing
Once the ITR-V is verified, clients stop replying, and small fees add up to a large amount unpaid.
What we would build for tax consultants.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
Client list with filing status
Every client with return type, documents received, filing status and e-verification.
Document collection link
Clients upload into a checklist instead of WhatsApp, with reminders for what is missing.
GST return calendar
Monthly and quarterly GST clients, with bills received and returns filed.
Notice and refund tracker
Notices with reply dates, and refunds with status, per client.
Fee and payment tracker
Fees per return, UPI links, and a pending list after filing season.
The services behind it.
Business Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreWeb and Mobile Application Development
Web and mobile apps for customers, field staff and dealers, built to work on ordinary phones.
Learn moreCustom Software and Product Engineering
Software built around how your business actually runs, when nothing off the shelf fits without workarounds.
Learn moreHow the work runs from Bengaluru for your city.
- 01
The audit, by call
A screen-share and a look at the sheets, Tally reports and WhatsApp groups your team uses. No travel needed.
- 02
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 03
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 04
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 05
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
Software we have built and run.
We only name clients whose work is published. These are systems our team designed, built and supports.
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Registration, fee collection, routing and finance writing to the same records — closing the gap between journeys run and fees actually collected.
Read the case studyQuestions tax consultants ask before they call.
Does this file returns for us?
No. You file on the portals or through your tax software as you do now. This tracks clients, documents, status and fees around that work.
Can my fee receipts go into Tally?
Yes. Fee invoices and UPI receipts can post to Tally for your own accounts and GST.
Is a spreadsheet enough for my practice?
For a small client list, a well-kept spreadsheet and WhatsApp labels can work. Software helps once you have staff, GST clients and hundreds of ITRs a season.
Can clients check their filing status without calling me?
Yes. Each client gets a link showing the documents you still need, whether the return is filed and whether e-verification is done. Your phone rings less in July.
What happens in the free technology audit?
We look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough to start. You get a report ordered by priority, and there is no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. The audit settles the scope, and the cost goes into a written proposal before any work starts.
Cities where tax consultants are common.
Related industries.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
- No obligation
- We reply the same working day
- Your details stay private