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 sign-in required — clients reply on WhatsApp or upload through a secure link sent on WhatsApp and Email.
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 WhatsApp or upload through the secure link sent on WhatsApp and Email — no sign-in required.
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 alongside WhatsApp. Email clients upload through the secure link in their email — no sign-in required — and Xenora consolidates everything per client.
Built for filing season.
Bulk requests, AI validation, reminders that do the chasing.