CA · Finance
Chase documents —
without chasing
The work isn't the filing. The work is the chase: the four WhatsApps to remind the client about the invoice copy, the three calls to walk them through KYC, the two days lost to "send it again". Niyog runs that chase so your associates focus on actual work.
Before vs. after Niyog
Before
GST filings missed because the client forgot to share invoices
After
Scheduled reminders 7, 3, and 1 day before each filing deadline — with a single-message document collection flow
Before
Onboarding a new client takes 4-5 calls + 12 WhatsApp threads
After
Niyog walks them through KYC, document upload, and intent capture in one structured conversation
Before
Associate burns 2 hours a day on "can you send the bill again" follow-ups
After
Document collection is structured, retried, and logged — associate sees only the genuine exceptions
What runs for a CA practice
Deadline Reminder
GST, TDS, advance tax, ROC, ITR — fires reminders at the right intervals per client
Document Collector
Sends a single structured WhatsApp asking for exactly what's needed, retries politely until received
Client Onboarder
New client signs up → Niyog walks them through KYC, engagement letter, and first-month document flow
Status Updater
Client asks "where is my return?" — Niyog responds with the actual current status, every time
Billing Follow-up
Invoice issued → polite, escalating reminders until paid, with full audit trail
See a real document chase, structured
Drop your WhatsApp. We send a 60-second walkthrough showing a real client onboarding and a real document collection flow from a CA practice in your market.
Get the 60-second walkthroughNo call · No setup fee · 7-day refund