Client Document Portal — No App, No WhatsApp Chaos
Send your client a magic link. They upload documents directly to CAtrak — organised by entity and deadline. No app to install, no training needed.
How it works
Generate a unique portal link for each client from CAtrak. Share it via WhatsApp or email. Your client opens the link, verifies their email, and uploads files. Documents are automatically tagged to the right entity and stored securely. The entire flow takes under 2 minutes — no login or password needed.
Organised by entity
Each document upload is linked to a specific entity (company, LLP, or individual). When you open a client's folder, everything is already sorted — no hunting through WhatsApp forwards or email attachments.
Secure and private
Files are stored on Supabase with row-level security. Each client can only access their own portal. Documents are encrypted in transit and at rest. All data stays in India.
Replaces the WhatsApp document mess
No more asking clients to 'send the invoice on WhatsApp'. No more searching through months of chat history for a PDF. The portal gives every client a dedicated, organised place to submit what you need.
Frequently Asked Questions
Do my clients need to create an account?
No. Clients access the portal through a magic link and verify their email — no account creation, no password, no app download.
What file types can clients upload?
Clients can upload PDFs, images (JPEG, PNG), Excel files, and common document formats. Files are stored securely in your CAtrak account.
Can I see when a client has uploaded documents?
Yes. You'll see new uploads in your Documents section, tagged by entity and date. No more guessing whether the client has sent what you asked for.
Related Features
WhatsApp Reminders
Send automated WhatsApp reminders to clients before every compliance deadline. Escalation sequences from polite to urgent. Built on WhatsApp Business API.
Auto-Generated Compliance Calendar
Auto-generated compliance calendar from GSTIN. Track GST, TDS, ROC, PF, ESI deadlines for all your clients in one dashboard. Built for Indian CAs.
Auto-Invoicing
Generate invoices automatically when you file a return. Fee schedules, UPI QR codes, and payment tracking. Built for Indian CA practices.
Related Compliance Deadlines
GSTR-1 Due Date
GSTR-1 monthly due date is the 11th of every month. Complete filing calendar, late fees, and who must file GSTR-1 for FY 2026-27.
Income Tax Return Due Date
ITR due date for non-audit cases is 31st July 2026. Income tax return filing deadline, late fees under 234F, and interest for FY 2025-26.
AOC-4 Due Date
AOC-4 due date is 29th October (within 30 days of AGM). Annual financial statements filing with MCA, penalties, and ROC calendar for FY 2025-26.