
How I Automated ITR Document Collection and Why Every CA Firm in India Needs This
Tax season in India is a special kind of chaos. Every year, between January and March, chartered accountants across the country enter survival mode. Their phones blow up with the same message from 200 different clients: "I'll send the documents tomorrow." Tomorrow never comes. March 31 does. My CA called me last week with the usual request — Form 16, AIS data, 12 months of bank statements. The standard package. I told him to check his email because my script had already sent everything. There was a long pause on the line. "...what script?" The Problem Every CA Firm Faces Let me paint you a picture that every chartered accountant in India will recognise. It is March 15. You have 200 clients. Each client needs to submit roughly 4-6 documents for their ITR filing. That is 800 to 1,200 individual documents that need to be collected, verified, formatted, and filed — all within about two weeks. Most of these documents live in different places. Form 16 comes from the employer's HR portal. The
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