Automating Provided-By-Client (PBC) Document Chasers
Set structured document intake checklists, automate WhatsApp reminders, and track client fulfillment progress.
Unified Document Intake Hub
Auto-Ingestion from WhatsApp, Drive & GmailChasing missing bank statements, fixed asset registers, and loan sanction letters is the largest source of unbilled administrative churn in accounting firms.
21. Standardized PBC Intake Templates
Deploy pre-built checklist templates for Statutory Audits, Tax Audits (Form 3CD), Monthly Bookkeeping Closes, and GST Annual Filings in one click.
32. Configurable Chase Cadences
Configure automated follow-up cadences (e.g. initial request $\rightarrow$ friendly reminder at 7 days $\rightarrow$ urgent alert at 3 days before cutoff) sent automatically via WhatsApp and email.
43. Instant Progress Meters & Review
Track intake fulfillment on live meters (e.g. 18/25 documents verified). Staff can accept files or reject unreadable uploads with specific feedback directly in the portal.
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