Every Client. Every Document. One Dashboard.
Stop tracking ITR documents across WhatsApp, email, and spreadsheets. Know exactly what you've received, what's pending, and what's filed — for every client, instantly.
EasyTrace
Document Tracking
PathSync
Status Pipeline
The Problem
Sound Familiar?
CA offices manage hundreds of institutional clients
Documents arrive via email, WhatsApp, hand-delivery — no single source of truth
Filing status lives in the CA's head or scattered notes
Clients call repeatedly asking "What's the status of my ITR?"
Result: Chaos, missed deadlines, frustrated clients
The Solution
One Platform to Rule Them All
Document Tracking
Know instantly what documents you've received from each client and what's still pending
Filing Status Board
Visual pipeline: Documents Received → Under Processing → Filed → Delivered
Client Self-Service Portal
Clients check their own ITR filing status and download filed documents — anytime, anywhere
Single Platform
No more spreadsheets + WhatsApp + email. Everything in one place.
Institutional Client Management
Built for firms handling large volumes of institutional clients, not individual filers
Notifications & Reminders
Automated reminders for pending documents and upcoming deadlines
The Difference
Before & After Tax OS
From document chaos to a single command center.
Without Tax OS
"Did we receive their Form 16?" — check 3 places
With Tax OS
One dashboard shows all received documents
Without Tax OS
"What's my ITR status?" — you dig through files
With Tax OS
Client logs in and sees status + downloads filed return
Without Tax OS
Deadline approaching — who's pending? — manual check
With Tax OS
Automated alerts for all pending clients
Stop Chasing Documents
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