Handle 500+ Clients in Tax Season Without Losing Your Mind
Stop tracking ITR statuses in Excel and chasing clients for Form 16 over WhatsApp. CAGos centralizes document collection, automates reminders, and gives you a real-time filing pipeline across your entire client base.
500+
ITR clients managed / firm
3×
Faster filing season
100%
Deadline tracking coverage
0
Notices missed
Every tool you need for high-volume filing
Designed for the chaos of July–September and December–January — when 300 clients all need their returns filed at the same time.
Bulk Document Collection
Send one-click mass requests for Form 16, 26AS, bank statements, and rent receipts to your entire client base. Track who has submitted and who hasn't in real time.
Filing Pipeline Tracker
A customizable Kanban pipeline: Documents Pending → Computation Ready → Under Review → Filed → E-verified. See exactly where every client is in the ITR process.
Automated Document Reminders
Smart reminders chase clients for pending documents over WhatsApp and email — so you don't have to. Escalate to a call only when reminders are ignored for 7+ days.
Notice Management Repository
A structured repository for all income tax and GST notices. Log the notice, set a response deadline, attach the reply, and track hearing dates — never miss a response.
Advance Tax Tracker
Track advance tax due dates for all high-income clients. Auto-reminders go out before each instalment. Log actual tax paid and monitor shortfall risk.
Client Self-Upload Portal
Clients upload their own documents — Form 16, bank statements, HRA receipts — via a secure portal. No WhatsApp, no email attachments, no lost files.
From season kickoff to last client filed
Set up filing season in one go
Create a filing season batch, select all eligible clients, and send bulk document collection requests in one click. Track responses as they come in.
Move clients through the pipeline
As documents arrive, clients move from 'Pending' to 'Ready'. Assign the computation to an associate. Partner reviews before filing. Close with e-verification confirmation.
Handle notices without panic
Any notice received gets logged immediately with deadline and handler assigned. CAGos tracks it until a successful response is filed. Partners see all open notices at a glance.
Questions from tax practitioners
How does bulk document collection work?
Can I track different types of ITR (1, 2, 3, 4, 6)?
How does the notice management module handle GST notices?
Can clients see the status of their ITR filing?
Is there a way to batch-send ITR computation sheets for client approval?