Built for Chartered Accountant firms
From client onboarding to filing and follow-up, PaperLite gives your firm one place to track every task, deadline, and document across every client, so nothing slips through the cracks.
Client Documents
0/12 uploaded
GSTR-1 Filing
Due in 3 days
Team Workload
0 active tasks
This Week
0 completed
PaperLite replaces the spreadsheets, WhatsApp threads, and reminder apps with one system built around how CA firms actually work.
Missed compliance deadlines
GSTR filings, ITRs, and ROC due dates tracked across spreadsheets and WhatsApp reminders, until one slips through.
Every filing becomes a task with a due date on the Activity Board, with automatic reminders before anything is late.
Chasing clients for documents
Endless follow-ups over email and WhatsApp just to get the last invoice or bank statement you need to start work.
Clients upload straight into their portal against a checklist you send once, you see exactly what is still pending.
No visibility into team workload
You can't tell who's overloaded and who has room until a deadline is already at risk.
A live Activity Board shows every task by status and assignee, so workload is obvious at a glance.
Manual status updates to clients
Clients calling to ask "where is my filing?" because the only update they get is a phone call.
Clients see real-time status on their own portal, filed, under review, or awaiting their input.
Every engagement follows the same trackable path. Here is how a GST Audit moves through PaperLite.
Example: GST Audit (Annual)
Step 1 of 5
Step 2 of 5
Step 3 of 5
Step 4 of 5
Step 5 of 5
Queries or additional info needed? Raise a query, the client is notified, info is provided, and the task returns to review.
How PaperLite helps at every step
From solo practitioners to 200+ member firms, here is how professionals across India run their practice on PaperLite.
PaperLite helped me grow.
Started as a one-person practice juggling 40 clients from a notebook and two phones. With services templatized and reminders automated, the practice now serves 140+ clients with a team of six, without the founder being the bottleneck for every task.
Sole practitioner turned firm owner
Pune
PaperLite runs my 200+ person firm from one screen.
Coordinating 200+ people across audit, tax, and advisory once meant a maze of spreadsheets and daily stand-ups just to know where things stood. Now every department works off shared workflow templates on one Activity Board, and leadership sees firm-wide status in real time without asking a soul.
Managing Partner, 220-member firm
Delhi NCR
PaperLite helped me track my remote teams.
Three offices, three ways of working, and a founder who lived on status calls. One shared Activity Board later, every task, assignee, and deadline across all three cities is visible in a single view.
Managing Partner, multi-city firm
Nagpur, Indore & Raipur
PaperLite is the first app that I open every day... and probably the last one that I see before I sleep.
Mornings start with a 15-minute triage of the Activity Board: what is due, what is stuck, what needs a nudge. Evenings end with a close-out review. The whole firm runs from a single tab.
Operations head
Ahmedabad
My office is always moving with me, thanks to PaperLite.
Half the week is spent at client offices, not the firm. Approvals, document requests, and task updates all happen from the phone, and scanned documents land directly against the right client and task.
Practicing CA, always at client sites
Mumbai
Book a short meeting and we'll walk you through how PaperLite fits your firm's workflow, from client onboarding to filing and follow-up.
30 minutes with the people who built PaperLite. No slides, no sales script, just your actual workflow.