Built a simple tool to automate client document follow-up & ITR tracking — Need feedback from practi

Hello Members,

As a developer working on fintech workflows, I observed that practicing CA firms spend a lot of productive time chasing clients for documents (Form 16, bank statements, etc.) via WhatsApp and answering repeated calls like "Mera ITR kab file hoga?".

To solve this, I built a lightweight portal called FilePulse:
- One-click document checklist request link sent to the client.
- Clients upload directly to a centralized vault without logging in.
- A live status tracker where clients can check progress themselves.
- Automatic ITR-V delivery once filed.

I am looking for genuine feedback from practicing CAs to see if this actually fits daily firm workflows. 

If anyone is open to checking a quick 2-minute demo and sharing suggestions, please reply here or DM me. Highly appreciate your time and insights!

Replies (2)
Quick Summary
A developer has created FilePulse, a simple portal designed to streamline client document collection and Income Tax Return (ITR) tracking for practising Chartered Accountant firms. The tool aims to reduce the time spent chasing clients for documents and answering status queries by offering features like one-click checklist requests, direct client uploads, a live status tracker, and automatic ITR-V delivery. The creator is seeking genuine feedback from CAs on its suitability for daily workflows and invites them to try a demo.

You can check out the live demo here: 
https://taxfollow.vercel.app

Looking forward to your suggestions and feedback on how this can fit into your daily firm workflow!

 

https://forms.gle/JATsFKV3qFGKKZks9 please feedback on this link

Leave a Reply

Your are not logged in . Please login to post replies

Click here to Login / Register  

Company
12 October 2026
Chartered Accountant - Internal Audit

HKC | Chartered Accountants & Business Advisors

Ludhiana

CA

View Details
Company
12 October 2026
AUDIT , ACCOUNTS AND TAXATION

KDSS

New Delhi

B.Com

View Details
Company
ARTICLESHIP 07 October 2026
Article assistant

S.K.Bajpai & Co.

Noida

B.Com

View Details
Company
14 October 2026
GST & TDS ASSISTANT

AGGARWAL SANJAY & ASSOCIATES

New Delhi

B.Com

View Details
Company
ARTICLESHIP 17 October 2026
Articled Assistant

RRPM & Associates LLP

Chennai

CA Inter

View Details
Company
26 September 2026
Chartered Accountant

pushpganga ventures

Pune

CA

View Details
Company
19 October 2026
Accountants/Articles (Freshers/Experienced)

ADY & CO.

New Delhi

Graduate (Any)

View Details
Company
08 October 2026
SALES TELECALLER

HIRE NOVA

Lucknow

Graduate (Any)

View Details