I wanted to know how are you handling document collection from clients?
How do CA firms usually manage client documents for GST and ITR?
I had a general question about how firms handle document collection during GST filings, ITR season, and regular compliance work.
For example, when clients send invoices, bank statements, PDFs, missing bills, or other records, how is everything usually tracked internally?
Do most firms still manage this manually through messages, folders, Excel sheets, or practice management software?
I’m curious about the common workflow because document collection seems like one of the most time-consuming parts of tax/compliance work.
For people who have worked in CA firms:
What usually causes the most delay?
How are missing documents tracked?
Do firms use any software for this, or is it mostly manual?
What part of the process takes the most time?
Not looking to form any group or promote anything. Just trying to understand how this is usually handled in practice.