Automation

Document Portal

Clients get one WhatsApp link with their checklist. They snap a photo or upload a PDF, each document is checked automatically - right period, right account, matches the GST portal - and your team sees it tick off live. No login, no app, no email attachments.

Trigger: WhatsApp link sent with every document request

Try it:You are Mehta Textiles on the left. Open the link and upload the documents - watch the CA's view on the right update.

Client's phone

SCSoftSync CA FirmWhatsApp Business

Hi Mehta Textiles, for your September GST filing we need: • Bank statement • Purchase invoices • TDS certificates - Form 16A, Q2 • Credit / debit notes

Mon 10:00

Sent the bank statement 👍

09:40

Your team's view

Mehta Textiles - September documents

Needed for GSTR-3B (Sep 2026), due 20 Oct · owner Amit K. (Article)

1 of 4 received

✓
Bank statement - Sep 2026
HDFC ****4821 · 1-30 Sep 2026 · 186 transactions · closing ₹14,82,310
Purchase invoices - Sep 2026
Waiting for client
TDS certificates - Form 16A, Q2
Waiting for client
Credit / debit notes - Sep 2026
Waiting for client

Live activity

09:40Bank statement (Sep) received - HDFC ****4821, 1-30 Sep, 186 transactions. Check passed.

Checks on every upload

Right period, right account, readable, matches GSTR-2B / 26AS

Wrong file? Auto-reply

The client is told exactly what to send instead - no staff time

Reminders stop by themselves

Once the checklist is complete, chasing ends and work starts