Guides & checklists for CA firms

Practical guides, document checklists, and comparisons to help CA firms and tax professionals work more efficiently. All free.

Document checklists

• ITR filing document checklist , A complete checklist of documents needed from clients for income tax return filing, including Form 16, bank statements, investment proofs, and capital gains documentation.
• GST registration document checklist , Documents required for GST registration for proprietorships, partnerships, LLPs, and private limited companies. Use this as a starting point for your client onboarding.

Guides

• Document collection software for CA firms , Why WhatsApp and email aren't enough for professional document collection, what to look for in document collection software, and how Practivo is built for the Indian CA workflow.
• Practivo vs WhatsApp for client documents , An honest comparison of using WhatsApp vs. a dedicated platform for collecting client documents. Where WhatsApp falls short for CA firms and how Practivo keeps what's good about it.