How are you collecting documents and requests from clients? Still using email?
Curious how accountants and CAs handle client requests today.
I was talking to a CA friend who manages 40+ clients.
His workflow looked something like:
• WhatsApp for some clients
• Email for others
• The occasional Google Form
The result? Documents get buried in chats, files are scattered across inboxes, and follow-ups become a job of their own.
How are you handling this today? Are there tools that work well for you, or is email + WhatsApp just the accepted reality?
Posted Jun 23, 2026, 10:35 AM UTC
03