How are you collecting documents and requests from clients? Still using email?

Discussion

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

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