Tax season, without the email backlog.
Send every taxpayer a personalised document checklist on WhatsApp and Email. Xenora validates uploads with AI, fires reminders until everything is in, and gives your team a clean per-client record ready for filing.
What You Can Do
Built around how tax consultants teams actually work — collect, validate, track, close.
- Pre-built checklists for ITR, GST, TDS, and assessments
- Multi-channel delivery — WhatsApp and Email together
- AI validates document type, recency, and key fields
- Per-taxpayer workspace — no more inbox spelunking
- Tiered reminders configured per engagement type
- Reusable templates per filing year
Pre-built Flows
Tax-season ready, live today.
- ITR Filing — Individual Salaried
- ITR Filing — Business / Self-Employed
- ITR Updated Return (ITR-U)
- GST Registration
- GSTR-1 Filing
- GSTR-3B Filing
- GST Annual Return (GSTR-9)
- TDS Return Filing (24Q / 26Q / 27Q / 27EQ)
- Tax Assessment Response
- Ad hoc / Custom Flow
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- Form 16, Form 26AS, AIS / TIS
- Bank statements and capital-gains reports
- GST returns, invoices, ITC reconciliation
- TDS certificates (Form 16A, Form 16B)
- Assessment notices and supporting docs
- Investment proofs and exemption documents
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 tax consultants teams.
Can clients reply with documents on WhatsApp?
Yes — that is the default. The request goes out on WhatsApp and Email together; clients reply on whichever channel they prefer.
Does it handle bulk filing season?
Send the same template to hundreds of clients in one batch. Track who has uploaded, who is overdue, and who needs a reminder — across the whole filing season.
What about clients who only check email?
Every request goes out on Email by default alongside WhatsApp. Clients respond on either channel; Xenora consolidates the uploads.
Built for filing season.
Bulk requests, AI validation, reminders that do the chasing.