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GullySystem

Document Collection for CA Filings

A document request lists the papers needed for a job, and client uploads land against it. Each reminder sent is recorded with its date, so the number of chases is on the job.

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Requests built per job

Papers listed line by line

Bank statements for each account, the purchase register and TDS certificates are separate lines, and each line shows as received or still awaited. Nothing is guessed.

Uploads land on the job

The client uploads against the request from a phone or a laptop, and the paper reaches the job it belongs to. It does not wait in an inbox.

Reminders are counted

Each reminder is stored with its date. When a filing runs late, the record shows how many times the client was asked and when.

Partial receipt

Two of three statements can be in while the third is awaited. The job shows exactly what is missing.

What the office can review

  • Jobs held up waiting on a client, with the date the client was first asked
  • Requests with nothing received, sorted by how close the due date is
  • Clients who need repeated reminders every month
  • Uploads with the name of the person who made them

What it does not do

It does not make anyone send papers

A client who goes quiet stays quiet here too. The requests are recorded, so a later question about whose delay it was has a dated answer.

Review of papers stays with staff

The module stores what came in. Whether a statement covers the right period, and whether the figures make sense, is for the article and the reviewer to judge.

FAQ

Frequently asked questions

Can clients upload without a login?

Yes. A link to a single request can be used where a client will not keep a password. A portal login keeps each client’s papers separate and is the usual choice.

Do reminders go out automatically?

No. Staff send them from the request, on WhatsApp or email. The message is read before it goes, and the send is counted.

What if the client sends papers on WhatsApp anyway?

Staff upload them against the request. This keeps the job complete and marks the line as received.

Can the same document list be reused every month?

Yes. A standard list for GST or TDS work is set once and raised with each job. Lines can be added for a particular client.

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