Documents in. Checklists green. docbox.cc
Document intake for CA firms
DocBox plugs into the email and WhatsApp your clients already use. It collects every document, ticks the right compliance checklist, and follows up on its own. Everything in, days before the deadline.
Free pilot for your first 25 clients · No card required · Your clients install nothing
Intake · GSTR-1, July
Sharma Traders
Due 11 Aug
Auto follow-up scheduled · 10:00 tomorrow
Built with 14 practising CA firms across Maharashtra & Gujarat
Covers GSTR-1, GSTR-3B, GSTR-9, 24Q, 26Q, Advance tax, ITR, 3CD, CARO, AOC-4, MGT-7, DIR-3 KYC, 26AS, AIS, Form 16 and every other event on the compliance calendar.
Three acts your firm knows by heart, and the one change that breaks the loop.
Sir, sales register for July? 🙏
bhej deta hoon, kal pakka
Sir? Due on the 11th…
seen · 11:40 pm
Thirty-four clients still owe you sales registers. The tracker is an Excel sheet only one person understands. And someone's Form 16 just arrived as a photo, at an angle, in your personal WhatsApp, at 11:40 pm.
Your best people burn peak-season hours asking, re-asking, renaming, filing. Filings slip, penalty calls follow, staff quit after season, and the firm can't grow, because every new client means more chasing.
Nobody at the firm typed a word.
Clients keep sending to your firm's email and WhatsApp. DocBox reads every file, ticks it against the right checklist, chases what's missing, and shows your team the six clients that actually need a call.
Each one stands alone: read nothing else on this page and any single block below is still the pitch.
No app, no portal, no new address. Clients keep sending to the firm inbox and WhatsApp they always have, and a forwarding rule quietly carries everything into DocBox.
PDFs, spreadsheets, scans, tilted phone photos. DocBox works out what each file is, which period it covers, and which client it belongs to.
GSTR-1, 24Q, a personal ITR: every event ships with the right document list, per client, per cycle. Tune any list to how your firm works.
Polite nudges go out in your firm's name, listing exactly what's pending, and stop the moment the document lands.
Not 400 threads. One dashboard, sliced by deadline: 118 of 124 complete, six blocking, and exactly which document each one owes.
118 / 124
GSTR-1 complete
Encrypted in transit and at rest, stored in India, role-based access, full audit trail. Export everything, any time.
Point A is a WhatsApp scroll. Point B is a green dashboard. Four steps between them, none of them yours.
Set a forwarding rule from your firm's intake email and link your WhatsApp. If clients send you documents today, DocBox starts seeing them in minutes, and nobody has to be told anything changed.
Mark a client for monthly GST, quarterly TDS, annual ITR. DocBox generates the right document list for every cycle, automatically, forever.
Every file is parsed, identified, named, matched to the right client, and ticked off against the checklist the moment it arrives, day or night.
Auto-follow-ups run until every item is green. Your team opens the dashboard, sees the six clients that matter today, and files.
Point B
Count the clients you actively track compliance for: that's your tier. Billed yearly you save 20%, and busy seasons spill into a simple per-client overage instead of a renegotiation.
Up to 15 active clients
₹4,999
per month, billed yearly
For solo practitioners getting the chase off their own phone.
Most firms
Up to 50 active clients
₹12,999
per month, billed yearly
For firms where one person's Excel tracker just stopped scaling.
Up to 120 active clients
₹27,999
per month, billed yearly
For multi-partner practices running the full compliance calendar.
120+ active clients
Let's talk
Negotiated per-client rates for large, multi-branch practices.
What counts as an active client?
An active client is one with at least one compliance calendar assigned that month: monthly GST, quarterly TDS, an annual ITR, anything. Dormant clients are free, so load your whole book in and pay only for the ones DocBox is actually chasing for.
Busy season? No renegotiation
₹349 per additional active client per month beyond your tier, so ITR season just flows into overage automatically, no mid-season plan change.
Every tier starts with a free pilot for your first 25 clients · No card · Cancel anytime
Fair use: up to ~50 parsed documents per active client per month, averaged across your firm.
And the honest answers. Anything we've missed, ask it on the demo call.
No. Clients keep sending to the same firm email and WhatsApp they always have. A forwarding rule carries everything into DocBox behind the scenes. There's no app, no portal, and no password for them to manage.
PDFs, Excel/CSV files, scans, and photos, including the tilted phone photo of a Form 16. DocBox identifies the document type, the period it covers, and who it belongs to, then files it against the right checklist item.
Yes. Business events (GSTR-1/3B/9, 24Q/26Q, audit, ROC filings, bookkeeping) and individual events (ITR, advance tax, capital gains) each carry their own checklists and cycles. DocBox tracks each client against exactly what applies to them.
Portals make the client do the work: log in, categorise, upload. Most never do, and you're back on WhatsApp. DocBox meets clients where they already are and moves the work to software instead.
Data is encrypted in transit and at rest and stored in India. Access inside your firm is role-based, and every document movement is logged. Your data is yours: export it in full whenever you want.
An afternoon. Connect your intake email with a forwarding rule, link WhatsApp, import your client list and assign compliance events. Firms in our pilot were receiving parsed documents the same day.
DocBox is priced by active clients: a client with at least one compliance calendar assigned that month; dormant clients are free. Tiers start at ₹4,999/month billed yearly (₹6,249 billed monthly) for up to 15 active clients. WhatsApp intake is included from the Growth tier up, and a simple per-client overage means a busy season never forces a plan change. Start with a free pilot for your first 25 clients, no card, no commitment.
The 11th, the 7th, the 31st: the deadlines aren't moving. The chasing can. Set up DocBox this week and walk into the next cycle with documents already in.
“We stopped being couriers and went back to being accountants.”
Built with 14 practising CA firms across Maharashtra & Gujarat
15 minutes, your client mix.
Book your walkthrough. We'll use your own compliance calendar as the example.
