Built for Indian CA practices

Stop chasing clients
on WhatsApp.

Give every client a secure portal to upload documents. Track every ITR, GST, TDS filing in one dashboard. Automated reminders handle the follow-up.

Start for free →See how it works
Free to start · No credit card required
app.zyncca.com/dashboard
Filing Board+ Add filing
Pending 4
Ramesh Sharma
ITR
Due Jul 31
Priya Mehta
GST
Received 2
Anil Gupta
ITR
In Progress 2
Sunita Joshi
TDS
Filed 3
Vikram Nair
GST
Ramesh Sharma uploaded docsITR AY 2025–26 · 3 documents
Just now
01
No app for clients
They just tap a WhatsApp link. Nothing to download, nothing to install.
02
Setup in 10 minutes
Add clients, send first request, done. No onboarding call needed.
03
Data stored in India
Encrypted, GDPR compliant. Your clients' data never leaves India.
04
ITR · GST · TDS · ROC
All filing types covered with pre-built document checklists.
05
Zero manual follow-ups
Reminders go out at 7, 3, and 1 day before deadline. Automatically.
The problem

Every CA knows this feeling.

The right tools don’t exist. So you improvise. And it costs you time, clients, and sleep.

WhatsApp is your filing system
80 clients. Each in a different chat. Documents buried under voice notes, forwarded photos, and "ok sir" messages. You’ve lost count of who sent what.
Deadline panic every season
July 31 arrives and you’re still chasing 30 clients for Form 16. You work until midnight. Your clients blame you. It didn’t have to be this way.
Spreadsheets that lie
Your tracking sheet says "received" but you can’t find the file. You ask the client again. They’re frustrated. You’re frustrated. This happens every month.
How it works

From request to filed return — in one place.

New filing request
ITR
GST
TDS
ROC
Documents to collect
Form 16 (Part A & B)
AIS / TIS
Form 26AS
Bank Statements
WhatsApp
Email
Step 01

Send a document request in 30 seconds.

Choose a client, pick ITR, GST, TDS, or ROC — the checklist fills itself. One click sends it via WhatsApp or email.

Pre-built checklistsWhatsApp + EmailITR · GST · TDS · ROC
Step 02

Clients upload from their phone. No account needed.

Your client gets a link on WhatsApp. They tap it, see which documents are needed, and upload directly. No app download. No password. No confusion.

Magic linkWorks on any phoneNo account needed
Gupta & Associates
Ramesh Sharma
3 of 5 documents submitted60%
Form 16Approved
AIS / TISApproved
Bank StatementUploaded
Form 26ASPending
Investment ProofsRejected
Docs Pending (4)
Ramesh SharmaITR
Due Jul 31 · 6 days left
Priya MehtaGST
Step 03

Track every filing. Never miss a deadline.

Dashboard shows every client, every filing, every document in real time. Overdue items flagged in red. Completed filings move automatically. One glance tells you everything.

Live dashboardDeadline alertsKanban + list view
Features

Built around how CA practices actually work.

Hover any card to explore. No vague promises — every feature does one specific thing.

Smart document checklists
Pre-built for ITR, GST, TDS, ROC. Auto-populated on every new filing. Fully customisable per client type.
Automated WhatsApp reminders
Sent automatically at 7, 3, and 1 day before deadline. Clients respond on WhatsApp. You get documents. Zero manual follow-up.
Indian compliance calendar
Every ITR, GST, TDS, advance tax, ROC deadline pre-loaded. See how many clients are affected by each deadline. Never miss a filing date.
Filing status board
Kanban: Pending → Received → In Progress → Filed. One glance gives you the status of every filing across all clients.
7-year document storage
Stored securely for 7 years — matching Indian income tax record retention requirements. Encrypted at rest. Only your firm can access.
Team management
Add article clerks and junior staff. Assign clients to team members. Role-based access keeps billing and settings private.
Security & Compliance

Your clients’ data is safe.
We take this seriously.

Every document your clients upload is protected by enterprise-grade encryption. All data stored in India. Zync CA never accesses or shares your clients’ financial data.

256-bit SSL/TLS
AES-256 Encryption
Data stored in India
GDPR Compliant
DPDP Act 2023
End-to-end encryption
All documents encrypted in transit via TLS 1.3 and at rest via AES-256. Files never pass through Zync CA servers unencrypted.
India data residency
All data stored in Indian data centres. Compliant with DPDP Act 2023. No data transferred outside India.
Strict access control
Each firm's data is fully isolated. Row-level security enforced at database level. Staff see only their assigned clients.
GDPR & DPDP compliant
Consent-based data processing. Right to deletion supported. Compliant with EU GDPR and India’s DPDP Act 2023.
Pricing

Start free. Upgrade when ready.

No contracts. No setup fees. Cancel anytime.

One plan. Every feature.
Zync CA
₹251/seat/mo
₹3,012/seat/yr · save ~28%
  • ✓Unlimited clients
  • ✓Unlimited active filings
  • ✓WhatsApp + Email + SMS reminders
  • ✓Full compliance calendar
  • ✓Role-based access & audit log
  • ✓7-year document storage
  • ✓Custom branding on client portal
  • ✓Priority support
Get started

Add or remove seats any time — seat changes are prorated to your current cycle. Cancel any time.

FAQ

Questions CAs actually ask.

Do my clients need to create an account?+
No. Your client receives a WhatsApp or email link. They tap it, see exactly which documents are needed, and upload directly from their phone. No signup, no password, no app download required.
Does this work for GST and TDS too, or only ITR?+
Zync CA supports ITR (individual and business), GST monthly and quarterly, TDS quarterly returns, and ROC annual filings. Each has a pre-built document checklist that auto-populates when you create a new filing request.
What happens to uploaded documents after filing?+
Documents are stored securely for 7 years — matching the Indian income tax record retention requirement — on any active subscription. Encrypted at rest, only your firm can access them.
Can I add my article clerks as staff?+
Yes. Every seat you pay for is a full staff seat. Add more seats any time from the billing page — new seats are prorated to your current cycle. Staff can manage clients and filings; billing and firm settings stay owner-only.
Do reminders go out automatically?+
Automatic. Once you create a filing request and set a deadline, reminders go to your client at 7 days, 3 days, and 1 day before — via WhatsApp and email. You don’t touch anything.
Is my clients’ financial data safe?+
Yes. All documents are encrypted in transit (TLS 1.3) and at rest (AES-256). Data is stored in India and complies with DPDP Act 2023 and GDPR. Each firm’s data is fully isolated — no cross-firm access is possible at any level.

This ITR season,
stop chasing.

Free to start. No credit card. Up and running in 10 minutes. Your clients keep using WhatsApp — they just click a link in it.

Start for free →See a demo
✓ No credit card required
✓ Free plan forever
✓ Data stored in India
✓ GDPR compliant