Statutory hierarchy
Every client's paperwork, filed the way you already think about it.
Client → Entity → Compliance module → Period. Your clients reach it on WhatsApp. You reach it here.
- Review queue — documents from Drive and WhatsApp, filed with one click.
- Identifier verification — PAN, GSTIN and TAN checked at source.
- Firm roles — partners and executives with their own queues.
FOR CHARTERED ACCOUNTANTS & TAX PROFESSIONALS
DPDP 2023 · consent-first client data