IntegralChase vs WhatsApp, Drive and Excel
Who's still pending
Today: Scroll every chat, or keep an Excel sheet up to date by hand.
With IntegralChase: One list: each client's checklist shows what's in and what's missing.
Asking for documents
Today: A long message, then follow-ups one chat at a time.
With IntegralChase: One link per client with the exact list, and where to get each document.
Follow-ups
Today: Someone remembers to send them.
With IntegralChase: Email reminders until everything is in, then they stop. One tap sends a WhatsApp nudge with what's missing.
Wrong year or someone else's file
Today: Found when the return is being prepared.
With IntegralChase: Flagged to the client the moment they upload, so they fix it while still on the page.
Locked AIS and bank PDFs
Today: “Password kya hai?”, then wait.
With IntegralChase: Opened automatically with the usual PAN and date-of-birth patterns. Passwords never stored.
Finding files at filing time
Today: Download from chats, rename, move to the right Drive folder.
With IntegralChase: Everything per client and year, downloadable as one ZIP.
Notices
Today: A notebook, a spreadsheet, or the inbox.
With IntegralChase: Every notice with its reply-by date, reminders 7, 3 and 1 day before.
When a staff member leaves
Today: The chats and the context leave on their phone.
With IntegralChase: Everything stays in the firm account, with admin and staff roles.
| WhatsApp + Drive + Excel | IntegralChase | |
|---|---|---|
| Who's still pending | Scroll every chat, or keep an Excel sheet up to date by hand. | One list: each client's checklist shows what's in and what's missing. |
| Asking for documents | A long message, then follow-ups one chat at a time. | One link per client with the exact list, and where to get each document. |
| Follow-ups | Someone remembers to send them. | Email reminders until everything is in, then they stop. One tap sends a WhatsApp nudge with what's missing. |
| Wrong year or someone else's file | Found when the return is being prepared. | Flagged to the client the moment they upload, so they fix it while still on the page. |
| Locked AIS and bank PDFs | “Password kya hai?”, then wait. | Opened automatically with the usual PAN and date-of-birth patterns. Passwords never stored. |
| Finding files at filing time | Download from chats, rename, move to the right Drive folder. | Everything per client and year, downloadable as one ZIP. |
| Notices | A notebook, a spreadsheet, or the inbox. | Every notice with its reply-by date, reminders 7, 3 and 1 day before. |
| When a staff member leaves | The chats and the context leave on their phone. | Everything stays in the firm account, with admin and staff roles. |
What WhatsApp does better
Every client already has it, so we use it too: the link goes out on WhatsApp, and clients upload without an app or a login. What changes is what happens after they tap it.
And your practice-management or filing software?
Keep it. IntegralChase doesn't file returns or replace Winman, CompuTax, ClearTax, Tally, or the task and billing tools in a practice-management suite. It handles the step before them: getting the right documents in, checked, from every client, and keeping notices on their dates. See the checklists and the notice guide.
See it from your client's side first
Try the demo with a locked AIS or last year's Form 16, no signup. Or start your free month and send the first link today.