Client portal for CA firms, with document requests by link
Send a document request as a link with a one-time PIN. The client uploads from the phone, files land in the right folder, and reminders go out until everything arrives.
Document requests that chase themselves
Pick a checklist (bank statements, Form 16, purchase bills), send it by WhatsApp or email, and FirmSaathi reminds the client until each item is uploaded.
- Upload link protected by a PIN sent separately
- Camera upload from the phone
- Reminders stop when the checklist is complete
A portal your clients will actually use
Clients sign in with a one-time code on their mobile. They see their open tasks, invoices with payment links, documents and messages: nothing more, so nothing confuses them.
- OTP sign-in, no password to forget
- English and Hindi
- Works on any phone
Files go where they belong
Uploads are filed by client, year and period, so the article working on the task finds them on the task, not in a chat.
- Linked to the task that asked for them
- File type checked and size-limited
Who it helps
- Front office
- Send one link instead of ten follow-up calls.
- Article / staff
- Find the client's documents on the task itself.
- Client
- Upload from the phone in two minutes, in English or Hindi.
Questions
- Does the client need to install an app?
- No. The upload link and the portal open in any phone browser. The portal can be added to the home screen like an app.
- How is the upload link protected?
- Each link is unguessable and needs a PIN sent in a separate message. After a few wrong PINs it asks for a bot check, and then it locks.
Related features
- DocumentsDocuments filed by client, year and period; auto-unlock for PDFs; an encrypted credentials vault.
- WhatsAppAutomatic WhatsApp reminders and a shared inbox, on FirmSaathi's number or your own.
- Compliance tasksEvery return for every client on one board, with due dates that update themselves when an extension is notified.
See your firm on one screen
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