Namaste. I'm researching how practising CAs and tax practitioners collect documents from clients (Form 16, bank statements, purchase and sales data). Do you use WhatsApp, email, a portal or something else? How many hours a week does chasing take, and what is the most frustrating part? I'm not selling anything, just learning, and I'll share what I find. Happy to do a short call if anyone is open to it.
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How do you collect documents from clients for ITR and GST filing?
Replies (1)
Hi Ayush,
Before sharing details about our internal practice workflows or jumping on a call, could you clarify a few points?
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Company/Startup Affiliation: Are you conducting this research independently, as a student, or on behalf of a specific company or startup? If affiliated, what is the company name?
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Product Development: Are you currently building or planning to build a B2B SaaS client portal/document collection tool for CAs based on these insights?
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Outcome: Where will the results of this research be published, and will call participants be added to a product waitlist or sales funnel?
Looking forward to your response so we understand the context behind this survey.
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