Documents In.
Work Delivered On Time.
Stop chasing clients for documents over email and WhatsApp. TASCK structures your document collection pipeline — request, remind, receive, review, and approve — all in one traceable flow.
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End-to-end document pipeline for every engagement
From requesting documents to reviewing, approving, and storing them — TASCK handles the entire flow so your team can focus on the actual work.
Document Checklists per Engagement
Create structured document checklists for each service type — GST filing, audit, ITR. Every client gets the right list automatically when a new engagement starts.
Automated Collection Reminders
TASCK sends scheduled reminders via email and WhatsApp for every pending document. Clients receive clear, trackable requests — not buried email threads.
Secure Client Upload Portal
Clients upload documents directly into their secure TASCK portal. Files go straight into the right engagement folder — no email attachments, no WhatsApp forwards.
Review & Approval Workflow
Received documents enter a review queue. Team members can approve, reject with comments, or request a revised version. Every action is logged with timestamp.
Version Control & History
Every document version is preserved. If a client uploads a revised file, the previous version is archived — never deleted. Full history available at any time.
Real-Time Collection Dashboard
See exactly where each engagement stands — documents received, pending, rejected, and approved. Bottlenecks surface instantly so you can act before deadlines.
Handles every document scenario your firm faces
Multi-Period Document Tracking
Track documents across different filing periods (Apr–Jun, Jul–Sep, etc.) for the same client simultaneously. Each period has its own checklist and status — no confusion.
Missing Document Alerts
When a document is overdue by your defined threshold, TASCK flags the engagement as at-risk and escalates the reminder frequency. Deadlines are never missed due to document delays.
Document Request Links
Generate a one-time secure upload link for a specific document. Share it directly on WhatsApp — clients upload without logging in. File goes straight to the right folder.
Document Tagging & Classification
Tag documents by type, period, and status. Search across all client documents by tag in seconds. Year-end archives organised automatically by document type.
Role-Based Access Control
Control which team members can view, upload, review, or approve documents per client. Sensitive files visible only to authorised staff — full privacy within your firm.
Bulk Document Requests
At the start of a new financial year, send document requests to all clients in one action. Each client gets a personalised checklist based on their active services.
A fully tracked document flow from request to archive
Create a document checklist
Define which documents are required for each service type. TASCK auto-populates the checklist when a new engagement starts — or you can create a custom list per client.
Send document requests to clients
One click sends the entire checklist to the client via email and WhatsApp. Each document has a clear name, description, and optional example for the client's reference.
Clients upload through their portal
Clients log in to their secure portal and upload each document against the specific item in the checklist. They see exactly what's been submitted and what's still needed.
Team reviews uploaded documents
Your team gets notified on each upload. Open the document in TASCK, review it, and approve or reject it with comments. Rejected items prompt a new reminder to the client.
Approved documents move to the vault
Approved documents are filed automatically into the client's document vault — tagged, versioned, and searchable. The engagement can proceed the moment the checklist is complete.
Never miss a deadline because documents were late
Document collection delays are the #1 cause of missed filing deadlines in CA firms. TASCK structurally eliminates this with automated flows that keep every collection on track.
Stop chasing documents. Start delivering work.
TASCK's document workflow replaces email chains and WhatsApp threads with a structured, trackable pipeline. Every document tracked. Every deadline met.
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