Ask any CA firm what slows them down the most chances are, it’s not the audit, the tax calculation, or even the compliance follow-up. It’s waiting.
- Waiting for the client to send documents.
- Waiting for WhatsApp forwards to be resent because someone lost the original.
- Waiting for clarity on which PAN belongs to which director.
- And of course, chasing “the latest” Excel buried in email chains.
Document collection is the silent killer of productivity in a CA firm.
And we don’t talk about it enough.
For most firms, this chaos feels normal. After all, you can’t control how clients send data, right? Wrong.
The Fix: Systemic Collection, Not WhatsApp Dependency
Imagine this instead:
- Clients upload KYC, TDS challans, 26AS, and invoices into a single link per service.
- Every document is auto-tagged by task and financial year.
- You never ask, “Did we get last month’s GST bill?” again because it’s already logged.
That’s exactly what PaperLite enables.
Using templates tied to services like ITR Filing or GST Returns, firms can pre-define every document needed and automate reminders. Each client gets their own secure, centralized upload portal, no app download, no login friction.
The result? Your admin team saves 50+ hours/month just in follow-ups.
Why This Matters
When CA firms run like software companies—with systems instead of jugaad—they:
- Deliver on time, every time
- Standardize service quality across team members
- Grow without chaos
It’s not a tech upgrade. It’s an operational reset.
And for growing CA firms, that’s non-negotiable.