Document collection software for CA firms
Stop chasing clients across WhatsApp, email and phone calls for Form 16, PAN, bank statements and GST documents. Practivo lets your firm request documents, collect them through secure no-login links, and store everything in your own Google Drive — organised by client and financial year.
Why document collection breaks down in most practices
For a growing CA practice, the bottleneck is rarely the actual filing — it's getting complete, correct documents from clients on time. The usual tools work against you:
- WhatsApp — files get buried in chats, compressed, or lost across staff phones. No record of what's pending.
- Email — attachments scattered across threads, size limits, and no way to see who still owes what.
- Shared Drive links — clients need a Google account, folders get messy, and access is hard to revoke.
The result: staff spend hours every week following up, documents arrive in the wrong format, and nothing is audit-ready.
What document collection software should do
| Capability | Why it matters for a CA firm |
|---|---|
| No-login client uploads | Clients upload from a simple link — no app, no Google account, no password to reset. |
| Per-document requests | Ask for exactly what you need (Form 16, PAN, bank statement) with one upload slot each. |
| Financial-year tagging | Every file is filed against the right client and FY automatically. |
| Your own storage | Files land in your firm's Google Drive — you own the data, not a third party. |
| Status tracking | See at a glance who has uploaded and who still owes documents. |
| Audit trail | Every upload, download and export is logged for compliance. |
How Practivo collects client documents
1. Request
Create a document request with the exact files you need and a deadline. Practivo generates a secure upload link you can email or message to the client.
2. Client uploads — no login
The client opens the link and sees one upload slot per requested document. They upload from phone or desktop. No account, no Google connection on their side. They can return before the link expires to finish a partial upload.
3. Files land in your Drive
Uploads sync straight into your firm's Google Drive under Practivo / Firm / Client, tagged by financial year. Your team reviews, approves, and moves on.
Prefer ongoing relationships? Invite recurring clients into a client portal where they see pending requests, upload history and task deadlines — while one-off clients still use a simple guest link.
Built for the Indian CA workflow
- Collect Form 16, PAN, Aadhaar, bank statements, GST returns and any custom document type your firm defines.
- Handle the ITR season document checklist and GST registration checklist as reusable request templates.
- Role-based access for partners, staff and clients, with encrypted sensitive fields.
- GST tax invoice on every payment; plans from ₹999/month with a 14-day free trial.
Practivo vs the usual tools
See a side-by-side of how this compares to your current setup: Practivo vs WhatsApp for document collection.
Frequently asked questions
Do clients need to install anything or log in?
No. Guest upload links require no account, no app and no Google sign-in. Clients just open the link and upload.
Where are the documents stored?
In your firm's own Google Drive. Practivo organises uploads into client and financial-year folders — you keep full ownership of the data.
Is it secure?
Yes — links are expiry-protected and rate-limited, sensitive fields are encrypted, and every action is recorded in an audit log.
How much does it cost?
Plans start at ₹999/month (exclusive of 18% GST) with a 14-day free trial. See pricing.
Collect documents without the chase
Set up your firm workspace, connect Google Drive once, and send your first secure upload link today.