Task & Reminders | EchoDit
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Task & Reminder

Turn Client Requests Into
Clear, Trackable Tasks

Request, respond, and track everything in one place—without calls or confusion. Keep documents, tasks, and client communication organized in one secure workspace.

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Tax Season Shouldn’t Feel Like This

Clients Send Documents Everywhere

WhatsApp, email, and calls create a fragmented trail of requests that are impossible to audit effectively.

Accountants Keep Chasing for Clarity

CAs spend 40% of their time nudging clients for information instead of analyzing financial health.

Things Still Slip Through the Cracks

Crucial tax proofs and receipts get buried in deep email threads, leading to filing delays and penalties.

Introducing Echodit – Tasks

Toggle to see how the experience changes for the accountant and the client.

1

Receive Task with Clear Instructions

Instant notification via email or SMS with a direct secure link.

2

Respond via Chat or Upload

Respond to tasks in Chat or Simply From task , Task made easy with Inbuild chat

3

Track Status

Visual dashboard shows your financial compliance health and upcoming deadlines.

1

Request data With Context

Request Data by creating task and provide context in client personal Chat

2

Monitor Progress & Conversations

Get a complete view of every task with live updates. No chasing, no guesswork—just clarity.

3

Review, Chat if Needed, and Complete

Review submissions, confirm details, and close tasks quickly—all in one place with full visibility.

For - CA: REMINDERS ENGINE

Set once. Automate forever.

Most tax tasks are predictable. EchoDit allows you to schedule document requests for monthly GST, quarterly TDS, and yearly audits. We handle the reminders until the task is marked done.

  • Dynamic scheduling based on fiscal year
  • Escalation logic for overdue items
  • Custom frequency: Weekly, Monthly, or Event-based
Monthly GST Return ACTIVE
Next run: 1st Dec Repeat: Every month

Request Types in EchoDit

Document Request

Automated collection of GST returns, bank statements, and salary slips with smart validation.

Confirmation Request

Digitally signed approvals for ledger balances, audit reports, or tax computation sheets and documentation.

Information Request

Quick forms for missing details, transaction explanations, or travel expense declarations and supporting documents.

One Platform, One Workflow

BUSINESS OWNER

CA FIRM

For the Accountant

Assign structured tasks, set deadlines, and see real-time progress across all clients in one dashboard.

For the Business Owner

Get clear, actionable notifications. Upload files directly into the task ledger. No logins required via magic links.

Ready to regain 10 hours a week?

Join 500+ CA firms who have transformed their manual document workflow into a digital ledger system.

Get Started for Free Schedule a Demo

No credit card required • 14-day free trial • Cancel anytime

Upload bills, store files, and handle requests securely, making collaboration with your CA simple and reliable.

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