I am researching how small and mid-sized CA firms manage client work during ITR and GST filing periods.

I am not selling a product. I am trying to understand the real operational bottlenecks after firms use Tally, ClearTax, Webtel, GST portal, or other filing tools.

For a typical client file, which tasks still consume the most manual effort?

  1. Collecting missing documents from clients
  2. Reading bank statements, Form 16, AIS/26AS, broker reports, or GST registers
  3. Preparing workpapers before CA review
  4. Following up for clarifications and approvals
  5. Tracking staff ownership and filing readiness
  6. Resolving GST or tax-data mismatches
  7. Something else

It would be especially helpful to know which work is still managed through Excel, WhatsApp, email, or shared folders—and why the existing software does not solve it well.