Guides & checklists for CA firms
Practical resources to help your practice collect client documents faster and run a smoother season. Free to use — and ready to turn into reusable request templates inside Practivo.
Document checklists
- ITR filing document checklist — everything to collect from a client before filing their income tax return.
- GST registration document checklist — the documents needed to apply for GSTIN, by business type.
Guides
- Document collection software for CA firms — how to collect Form 16, PAN & GST docs online, securely.
- Practivo vs WhatsApp for client documents — an honest side-by-side comparison.
Put these checklists to work
Save any checklist as a document request template and send clients a secure, no-login upload link.