Does it file anything for us?

No. It manages the work, the documents and the deadlines around filing. Filing happens on the statutory portal you already use.

Can we track recovery per client?

Yes. Time and cost against the fee show which clients are worth what, before the engagement letter is renewed.

Can clients upload documents themselves?

Yes, through the free portal, against the specific request. No more attachments lost in an inbox.

Industries/Accounting firms

The office management system for accounting firms.

Deadlines, document chasing and fees tracked together, so nothing slips and every hour billed is an hour you actually worked.

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zlyntoffice.app / clients

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People

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Pipeline

Projects

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Clients

86 clients · 14 documents requested

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ClientOwnerSinceOpen items

Northwind Retail

Priya M.20232 documents pending

Kumar & Associates

Ananya R.2021None

Halberd Studio

Marcus H.20241 invoice overdue

Trellis Co

Priya M.2026Onboarding checklist

Okra Foods

Tom O.2022None

AIAsk: "Which clients still owe us documents this week?"

What usually breaks

Three problems every accounting firm recognises.

Chasing documents eats the week

Half the team’s time goes on asking clients for the same paperwork twice, across email, phone and messaging apps.

Deadlines sit in one person’s head

Statutory dates are tracked in a spreadsheet that one partner maintains, and nobody else can see what is at risk.

Work done, never billed

Extra work agreed in a phone call never reaches the invoice, because the invoice is built from last month’s.

A filing season client, start to finish.

One real workflow, in the order it happens. Nothing here is typed into a second tool.

OnboardingClient addedEntity details, contacts and services captured once, with the fee agreed up front.Clients

Week 1Documents requestedA checklist goes out through the portal; reminders chase without anyone typing them.Clients

Week 2Work assignedPreparer and reviewer assigned, with the deadline already on the calendar.Projects

Week 3Review and sign-offReviewer approves in the system; the client signs off through the portal.Projects

FilingDeadline metStatus moves to filed and the date is kept on the record permanently.Compliance

Month endFees billedInvoice drawn from the services delivered, including the extras agreed midway.Finance

With agents on the team

What an accounting firm hands to an agent first.

Document chasingLIVE

Drafts the next reminder to every client with an outstanding request.

Deadline briefingLIVE

A Monday list of what is due this week and who owns it.

Fee gap checkCOMING

Compares work delivered against what was invoiced and flags the difference.

The modules accounting firms live in.

Client management

Entities, documents and history.

Projects

Jobs, reviewers and deadlines.

Finance

Fees, recovery and billing.

Capacity through filing season.

Proof · CA firms in India

We have accounting customers running filing seasons on ZlyntOffice today. Named quotes are being collected before launch.

See customers

Accounting firms questions

The India page adds ITR, GST, DSC custody and the Indian compliance calendar. This page is the same system for accounting practices elsewhere.

Consultancies →Agencies →IT service firms →Professional services →CA firms in India →

Built for client-service businesses

Stop chasing documents by hand.

Import your clients and run a real month. 14 days free, no credit card, no implementation project.

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