How it works
Three steps, and the follow-ups take care of themselves
- 1
Send a checklist
Pick a client and a ready-made list: ITR, GST, TDS, tax audit. Thirty seconds.
- 2
Clients upload from their phone
A private link, no app and no password. Photos, PDFs, password-protected statements: all handled.
- 3
Anqulas Docs chases, you review
Polite reminders on WhatsApp and email until every document is in. You accept, or reject with a reason.
Features
Everything a practice needs to collect, review and bill
Reminders that send themselves
Before the due date, on it and after. WhatsApp and email, stopped the moment the client finishes.
Nothing to install for clients
One tap from the message. Works on any phone, in any browser.
Ready-made CA checklists
ITR, monthly GST, TDS, tax audit and more. Edit them once, reuse them for every client.
Review in one place
See what's waiting, accept or reject with a reason, and the client is told automatically.
GST invoices built in
Bill the same client from the same screen. Numbered by financial year, sent as a PDF.
Bring your clients in bulk
Import hundreds of clients from a spreadsheet, and see every deadline on one calendar.
Know what's due this week
A dashboard that shows what's late, what's waiting for you and who hasn't opened their link.
A full audit trail
Every upload, review, reminder and sign-in is recorded, with who did it and when.
Security
Your clients' PAN, Aadhaar and bank statements stay safe
Client documents are the most sensitive thing a practice holds, and under the DPDP Act you are responsible for them. Anqulas Docs is built so that a mistake in one place cannot expose them.
Two-step sign-in
An authenticator code for every staff login, and for clients who keep an account.
Encrypted, and walled off
Files encrypted at rest. Each firm's data is isolated by the database itself, not only by the app.
Links that expire
Client links are single-purpose and expire. Passwords are hashed with Argon2id and never stored.
Pricing
One flat price per firm. Unlimited requests.
No per-client fees and no per-document charges. Pick the plan that fits your team.
Solo
For a practitioner working alone
₹6,990 paid yearly
- 1 staff login
- Up to 150 clients
- 25 GB of documents
- Email and WhatsApp reminders
- Starter checklists
Firm
For a growing practice
₹19,990 paid yearly
- Up to 5 staff logins
- Up to 750 clients
- 100 GB of documents
- Everything in Solo
- GST invoicing
Practice
For established firms
₹49,990 paid yearly
- Up to 15 staff logins
- Unlimited clients
- 300 GB of documents
- Everything in Firm
- Priority support
Every plan includes the client portal, WhatsApp and email reminders, two-step sign-in and the audit trail. No card needed for the trial; nothing renews automatically.
Questions
Do my clients need to create an account?
No. They get a private link by WhatsApp or email and upload straight away. Clients who prefer a login can have one, with two-step sign-in.
Which messages go out on WhatsApp?
Document requests and reminders, from your own WhatsApp Business number once you connect it. Email works from day one.
What happens after the free trial?
Choose a plan and pay by UPI, card or netbanking. Nothing renews automatically. If you don't pay, your workspace pauses; nothing is deleted.
Can I export my data?
Yes. Download every client's documents at any time, organised by client and request.
Is it only for chartered accountants?
It's built for CA firms, and works just as well for tax practitioners, CS and CMA firms, and bookkeepers.