Create a Client Document Upload Portal for Your CA Practice

Give every client a branded upload page with their document checklist. They upload without login. You track everything live. Auto reminders handle the follow-ups. Ready in 2 minutes.

No Client LoginBranded Page Live TrackingAuto RemindersFree to Start
Create Your Upload Portal Free →

Free plan · 5 clients · No credit card · Setup in 2 minutes

What Makes GatherFlow Different from WhatsApp & Email

Feature WhatsApp / Email GatherFlow Upload Portal
Organised by client and document type
Client needs to create an account✗ (no)✓ Not required
Auto-reminders for pending documents✗ Manual✓ Every 3 days
Track pending % for each client✓ Live dashboard
Pre-built ITR / GST / Audit checklists
Firm name on client upload page✓ Branded
Files searchable and downloadable✗ Scattered✓ Organized

Key Features of the GatherFlow Upload Portal

🔗

Magic Upload Link

One unique URL per client. Share on WhatsApp, email, or SMS. Works in any browser.

📋

Pre-built Checklists

ITR (Salaried/Business), GST Monthly, Audit — or build your own custom list.

📊

Live Progress Dashboard

See pending % for every client. Know exactly what's missing without asking.

🔔

Automated Reminders

Email reminders every 3 days for pending documents. No manual follow-up.

🏢

Branded Page

Your firm name appears on the client's upload page. Professional and trusted.

🔒

Secure Storage

Files stored on Supabase (Mumbai region). Encrypted. GDPR-aligned. Each client sees only their files.

How to Set Up Your CA Document Portal in 2 Minutes

1

Sign up with your email (magic link — no password)

Go to flowverseapp.in → Enter email → Click the link in your inbox → You're in.

2

Add your firm name (optional — takes 10 seconds)

Settings → Firm name → Save. This appears on every client's upload page.

3

Add a client and select a template

Click "+ Add client" → Enter client name → Choose ITR / GST / Audit template → Create. The upload link is ready instantly.

4

Share the link — your portal is live

Copy the upload link and share with your client. They click, upload their documents, done. You see it live on your dashboard.

Your clients deserve a better experience than WhatsApp uploads.

Give them a proper upload portal. Takes 2 minutes. Free to start.

Create Free Upload Portal →

Frequently Asked Questions

What is a client document upload portal for CAs?
A dedicated page where your clients can upload their financial documents — Form 16, bank statements, invoices — directly to you. Unlike WhatsApp, everything is organised by client and document type, tracked live, and reminded automatically.
Do clients need to create an account or download an app?
No. Clients just click the link and upload. No signup, no app, no password. Works on any phone or computer browser.
Is this tool secure for sensitive financial documents?
Yes. Files are stored on Supabase (Mumbai, India). Each client's upload link is unique and isolated — clients cannot access each other's files. All uploads use HTTPS encryption.
How much does a CA document upload portal cost?
GatherFlow is free for up to 5 clients. The Professional plan is ₹199/month for 25 clients. No setup fees, no hosting fees.
Can I use GatherFlow for both ITR and GST clients?
Yes. Each client has their own checklist. You can use the ITR template for some clients and the GST template for others — all in the same account.