For CA firms in India · 1 month free
Stop chasing clients on WhatsApp for Form 16s, bank statements and GST invoices.
IntegralChase collects every document for ITR, GST and audits through one link, checks each file as it arrives, and tracks every income tax and GST notice to its reply-by date.
First month free · No card · Your clients need no login
- Locked PDFs openedAIS and bank files, no password chase
- Works on WhatsAppClients upload from one link
- Every file checkedWrong year or person is flagged
- Notices trackedCaught well before the due date
The result: complete, checked files before the due date, and a dated record of every reminder, so the delay is on the client's side of the table, not yours.
Every due date, the same chase
ITR in July, GST every month, audits in September. Sound familiar?
Your client gets a 2-minute job, not a vague request
Clients are late because “send your documents” is unclear and uploading is a chore. So we built the client's side first.
- One link on WhatsApp. No app, no login, no password to remember.
- The exact list, one item per document, with “Where do I get this?” under each one.
- Upload from the phone camera. A locked AIS or bank PDF opens automatically.
- Wrong year? They're told right away, kindly, with how to get the right one.
- Reminders say what's still missing and why the date matters to them, not just to you.
How it works
- Pick a checklist, send one link. ITR (salaried, capital gains, business), GST monthly (GSTR-1/3B), TDS quarterly or tax audit, or your own. Send the link by WhatsApp or email.
- Clients upload from their phone. No app, no login. Every file is checked the moment it arrives, so wrong or locked files are fixed while the client is still on the page.
- You see who's done. Each client's checklist shows what's in, what's missing and what needs a look. Download everything in one ZIP when it's complete.
See the ready-made checklists for ITR, GST, TDS and tax audit
Not another practice-management suite
Keep Jamku, ERPCA or Zoho Practice for tasks and billing. Keep Winman, CompuTax or ClearTax for filing. IntegralChase sits in front of them: it gets the documents in, checked, before anyone opens the return.
- Your client never logs inA link opened from WhatsApp or email. No app to install, no portal password to forget.
- Every file checked on arrivalWrong FY, someone else's PAN, a locked AIS: the client is told while still on the page, before it reaches your desk.
- Notices tracked to the reply-by dateIn the same place as the documents you need from the client to answer them.
Every file checked as it arrives
Rule-based checks on our own servers. Documents aren't sent to AI services.
Every notice, tracked to its reply-by date
Upload an income tax or GST notice. We read the section, PAN or GSTIN, assessment year, DIN and reply-by date, find the client, and track it until it's closed.
- All open notices sorted by reply-by date, overdue ones first
- Assign each notice to a partner or staff member
- Email reminders 7, 3 and 1 day before the deadline
- One click to ask the client for the documents you need to reply
- Warns when a notice has no DIN, so you can verify it on the portal
Built for sensitive financial documents
- Encrypted storageStored in India
- Private filesA unique link per request
- Firms kept apartStrict separation between firms
- Passwords never storedPDF passwords are never kept
Our privacy notice follows India's Digital Personal Data Protection Act, 2023. Read the privacy notice
What early testers say
Pricing
First month free on every plan. No card needed, and nothing is charged automatically.
What a plan replaces
- Your articles' daily round of WhatsApp follow-ups, and the partner's own calls in the week before a due date.
- Scrolling chats for the right file, asking for the password, and asking again when last year's arrives.
- For your client: a return filed late costs up to ₹5,000 under section 234F, plus 1% a month interest under 234A on tax still due.
- One price per firm, not per user: partners and articles alike, up to the plan's limit.
“With extended due date, efforts and expenses increase, fees do not increase.”
Every plan includes
- Unlimited clients and requests
- Automatic email reminders until clients upload
- One-tap WhatsApp message with what's still missing
- Locked PDFs opened, every file checked
- Files up to 50 MB each: PDF, photos, Excel
- Notice tracking with due-date reminders
- Bank statements to Tally entries
- ITR tracker and due-date calendar
- Admin and staff roles
We'll remind you before your free month ends. Nothing renews automatically: you pay by UPI or bank transfer, only when you choose to. Download any request, or a client's whole year, as a ZIP whenever you like. Delete your account in Settings at any time and your data is removed, as our privacy notice describes.
Questions
Can't find your answer? Email us.
A note from the founder
Hi, I'm Sai. Ask any CA about ITR season and you'll hear the same story: weeks spent chasing clients on WhatsApp for documents, locked PDFs nobody has the password for, and notices tracked in a notebook or a spreadsheet.
IntegralChase is my attempt to take that work off your desk. It's a small, independent product in early days, and I read and reply to every message myself. Tell me what would make it useful for your firm.
Sai Srinivas Pedhapolla, founder
support@integralchase.tech
LinkedIn · X
No. Keep your filing and accounting software. We handle what happens before it: getting the right documents from clients, and keeping notices on track.
No. They open the link from WhatsApp or email and upload from their phone or computer.
We try the common patterns from the client's details (for example PAN in small letters + date of birth for the AIS). If none works, the client types the password once. We save an unlocked copy for you and never store the password.
Income tax notices and intimations such as 143(1), 143(2), 142(1), 139(9), 148/148A, 245 and 156, and GST notices such as ASMT-10, DRC-01, REG-17 and GSTR-3A. It reads the section or form, PAN or GSTIN, assessment year, DIN and reply-by date, and you can correct anything. Sections it doesn't know yet are kept exactly as written.
In India, encrypted, in private storage. Each request has its own unguessable link. See our Security and Privacy pages.
Nothing is charged automatically. Before your free month ends we'll remind you, and you choose a plan to continue. You can delete your data at any time.
Next due date, be the firm whose files are already in.
Set up your first client in about five minutes. Your client taps a link; you watch the checklist fill.