Document collection for CA firms — without the email chase.
Send every client a personalised document checklist on WhatsApp and Email. Xenora validates each upload with AI, fires reminders until the file set is complete, and hands your team an audit-ready record per client.
What You Can Do
Built around how chartered accountants teams actually work — collect, validate, track, close.
- Pre-built checklists for ITR, GST, statutory audit, and TDS
- WhatsApp & Email requests — clients submit without logging in
- AI validates document type, legibility, name match, and PAN/GSTIN fields
- Tiered reminders (Gentle / Standard / Aggressive) per engagement
- Per-client workspace with versioning and full activity trail
- Reusable templates so the same checklist works across your entire practice
Pre-built Flows
Tax & Compliance and Corporate Compliance flows — live today.
- ITR Filing — Individual Salaried
- ITR Filing — Business / Self-Employed
- ITR Updated Return (ITR-U)
- GST Registration
- GST Annual Return (GSTR-9)
- GSTR-1 Filing
- GSTR-3B Filing
- TDS Return Filing (24Q / 26Q / 27Q / 27EQ)
- Tax Audit (Section 44AB)
- Statutory Audit
- Pvt Ltd Incorporation
- LLP Formation
- AOC-4 Filing (Annual Financials)
- MGT-7 Annual Return
- DIR-3 KYC
- Director Appointment / Resignation
- Share Allotment (PAS-3) / Transfer (SH-4)
- Ad hoc / Custom Flow
- Share Documents with Client
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- PAN, Aadhaar, address proof
- Form 16, Form 26AS, salary slips
- Bank statements (filing year)
- Business income proofs, P&L, balance sheet
- GST returns, invoices, e-way bills
- Investment proofs (80C, 80D, capital gains)
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No login required for the client.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers for chartered accountants teams.
Can I send the same checklist to all my clients?
Yes — build a checklist once, save it as a template, and send it to every client in one click. The template adapts to client type (salaried vs business) automatically.
Will Xenora flag if a document is the wrong year?
AI validates document recency, type, and name match. If a client uploads last year’s Form 16 or a blurred scan, it’s flagged before your team opens it.
Does it work for both ITR season and year-round compliance?
Built for both. Run pre-built workflows during filing season and use custom templates for one-off requests, advisory engagements, or annual filings.
Built for Indian CA firms.
Collect documents on the channels your clients already use.