Pilot
One firm and one deadline to prove the board.
₹2,999/month
- Firm set up by our team
- CSV client import
- GSTR-3B checklist
- Collection board and review queue
Fyliio: WhatsApp document collection for CA firms. Complete before the 20th.
GSTR-3B now · GSTR-1, TDS, ITR next
Every month, the same chase.
“Will send tonight, sir.”IMG_2847.jpg
Photos in chats. No checklist. No trail.
Your clients keep sending documents on WhatsApp. Fyliio checks each one, asks for what is missing, and shows your team who is done.
For CA firms · GSTR-3B now · GSTR-1, TDS, ITR next
Your clients keep sending documents on WhatsApp. Fyliio checks each one, asks for what is missing, and shows your team who is done.
The 15th to the 20th
You did not become a CA to redial clients.
Before every deadline, someone on your team sends the same reminders, opens every IMG_2847.jpg to see what it is, and updates a sheet of who sent what. The work is not hard. The documents are late.
“Will send tonight, sir.”
“I sent everything in February.”
“Form 16 is with HR.”
How Fyliio works
Ask once. Fyliio does the follow-up.
01
Ask for the exact list
Pick the deadline. Fyliio messages each client on WhatsApp with the items you need, like the August sales register and purchase invoices, not a vague request to send documents.
Client conversation 02
Check every file
Clients reply in the same chat with photos or PDFs. Fyliio matches each file to the list and checks the month. When it is unsure, a person on your team decides.
Review queue 03
See who is done
The board shows every client as Pending, Partial, or Complete. Reminders stop when a client is done. Export the packet and file in the software you already use.
Collection board
Real Fyliio screens with demo data.
Try it
Watch a deadline close.
Press and hold. Five demo clients send their files, Fyliio checks each one, and the board fills in.
GSTR-3B · Demo data
- Acme TradingPending
- Nimbus LabsPending
- Patel TextilesPending
- Mehta ExportsPending
- Kohli FoodsPending
Made for the way CA firms work.
- Clients stay on WhatsApp.
- Nothing to download and nothing to log into. If they can send a photo, they can use Fyliio.
- A person checks anything unclear.
- Fyliio does not guess on a blurry photo. Files it is unsure about go to your review queue.
- Reminders with manners.
- Messages follow quiet hours and pause when a client replies.
- Client data stays with your firm.
- Each firm's documents are kept separate. We handle data under DPDP Act principles, and WhatsApp files are deleted after 90 days.
Pricing
Pay for collection, not another portal.
Recommended
Growth
For firms running collection every monthly GSTR-3B cycle.
₹4,999/month
- WhatsApp requests and reminders
- Quiet hours and pause on reply
- AI file checking with staff review
- Chat history and ZIP export
Practice
For larger desks with several partners.
Custom
- Higher client volumes
- Named onboarding for your checklists
- Priority support in India hours
Questions partners ask.
Do my clients need to download anything?
No. They keep using WhatsApp. They get a message listing what you need and reply with photos or PDFs.
What if Fyliio reads a document wrong?
Anything it is unsure about goes to your team's review queue. Nothing unclear gets ticked off on its own.
Does Fyliio file returns or connect to the GST portal?
No. Fyliio handles collection: the checklist, the WhatsApp requests, checking files, reminders, and export. You file in the software you already use.
Will reminders annoy my clients?
Reminders follow quiet hours and pause as soon as a client replies.
How do we start?
Tell us your firm size and which deadline you want to run first. We set up the pilot with you, import your clients, and run one cycle together.
Run your next deadline on Fyliio.
Start with your five hardest clients. Tell us about your firm and we will reply on WhatsApp.
