CA & Tax Practices
Collect KYC, financials and filing documents without a WhatsApp thread per client.
Book a demoWhat this looks like without KaryaDocs
Filing season means the same document chase, multiplied across every client, on the same three channels.
PAN, Aadhaar-adjacent identity documents and bank statements need to be tracked as sensitive — not sitting in an email inbox indefinitely.
A client asks "did you get my Form 16?" and the honest answer requires scrolling back through chat history.
The same workflow, for CA & Tax Practices
Pick your setup
Your case types and checklists come pre-loaded for how CA & Tax Practices actually work.
Open a case
The checklist auto-populates with exactly the documents this case needs.
Send one link
Your client gets a WhatsApp or email link — no login, no app install.
Track progress
Accept or reject with a reason, and watch "collected" update automatically.