Dear members,
I am researching workflow challenges in small and mid-size CA practices. One recurring issue I keep hearing about is collecting documents from clients (invoices, bank statements, Form 16, etc.) in time for GST and ITR deadlines.
For those in practice, I would be grateful for your inputs:
1. Who in your firm handles follow-ups with clients for documents — partner, article assistant, or admin staff?
2. On average, how many reminders does a client need before documents arrive?
3. Have you found any method that works well — WhatsApp templates, client portals, standard operating procedures, or anything else?
To be fully transparent: I am exploring whether this problem is worth building a software solution for, so I am here to learn from practitioners, not to promote anything. Honest views are most welcome, including "this is not a major problem — X is the bigger issue."
I will share a summary of the responses with the forum if members find it useful. Thank you for your time, especially during the busy season.
CAclubindia
