Accountants and CAs waste significant time chasing clients via WhatsApp, email, and phone calls to collect missing documents for GST filing, audits, and tax compliance.

Existing tools like Excel and Notion lack automated reminders and client-facing portals; practice management software is often too complex or expensive for small firms.

Severity

3Medium

Willingness to Pay

implied

Added

May 30, 2026

Workarounds Described

uses Notion-based workflow to track clients, requested documents, pending items, follow-ups
constantly chasing clients through WhatsApp, email, and phone calls

Implied Software Gaps

Automated client document collection with reminders and status tracking

App Concept

DocChase Pro

A document request and follow-up automation tool for accountants. It lets you send personalized document requests, automatically reminds clients via email/SMS, and tracks pending items in a dashboard. Integrates with popular practice management software.

Key Features

Client document request portal with automated reminders
Customizable checklist templates for GST, audit, tax filings
Dashboard showing pending documents per client
Integration with accounting software (QuickBooks, Xero, Zoho)

Target Users: Accountants and CAs in small to mid-sized accounting firms in India handling GST and tax compliance.

Revenue Model: $19/mo per user SaaS subscription

Existing Solutions Mentioned

NotionExcelpractice management softwareWhatsAppemailphone calls

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