Every ITR document request, GST return reminder, ROC compliance call, audit scheduling conversation, and MSME follow-up your practice makes manually. Sprio places all of them automatically, before every deadline.
A client who forgot Form 16 gets a reminder, agrees to send documents, and receives the checklist on WhatsApp before the CA team has to chase manually.
WhatsApp is the default channel for India's hotel guests. Sprio turns your WhatsApp Business number into a guest service agent that books, confirms, upsells and resolves requests around the clock, with no wait time.
What the agent does on the callThe client hears the July 31 ITR deadline and the internal document deadline clearly.
The client confirms when they will send pending documents instead of staying in a vague follow-up queue.
WhatsApp carries Form 16, bank statement, AIS, investment proof, and other required document instructions.
The practice can see which clients are on track, pending, or need direct CA intervention.
Each agent is configured for a specific compliance workflow. You get the full set from day one.
Calls your clients before the ITR July 31 deadline to request Form 16, bank statements, and investment proofs. Follows up with those who miss the document submission window and sends the collection checklist on WhatsApp immediately after each call.
Calls GST-registered clients before the GSTR-3B and GSTR-1 due dates each month. Confirms whether sales and purchase data is ready, sets a submission deadline with the CA team, and sends a data submission link on WhatsApp.
Calls company directors and secretaries before MCA and ROC filing deadlines for annual returns, financial statements, and board meeting compliance. Connects them with the CS firm when documents are outstanding.
Contacts clients about pending documents for trademark applications, property transactions, arbitration cases, and other legal matters. Shares a precise checklist via WhatsApp and follows up until all documents are received.
Reaches out to small business owners who started but did not complete their Udyam MSME registration. Explains the benefits of completing registration, answers questions, and connects interested businesses with a consultant.
Coordinates with clients to schedule statutory and internal audit dates. Confirms availability of required documents, accounting records, and team access. Reschedules automatically if a client misses the initial window.
Every step of the ITR filing process that currently requires a manual call from your team is handled by Sprio.
Sprio calls each client in May on behalf of the CA firm to collect Form 16, bank statements, capital gains statements, and rent receipts. The checklist goes to WhatsApp within seconds of the call ending.
For clients who have not submitted complete documents, Sprio places a second call with the specific list of what is still outstanding. The CA team is involved only when a client has a query.
Sprio calls each client to confirm their ITR filing is in progress and shares the expected completion date. Clients with open queries are flagged immediately so the CA can call them before deadline.
Once the ITR is filed, Sprio calls the client with the acknowledgment number and next important date: the advance tax installment deadline. Clients who want reminders are added to the next quarter's schedule.
A filed return turns into confirmation, acknowledgment delivery, and the next advance tax reminder without another manual client call.
WhatsApp is the default channel for India's hotel guests. Sprio turns your WhatsApp Business number into a guest service agent that books, confirms, upsells and resolves requests around the clock, with no wait time.
Filing complete callThe client hears that the return is filed instead of calling the CA office for status.
The acknowledgment number can be sent to WhatsApp immediately after the call.
Advance tax and future compliance reminders are scheduled while the client is still engaged.
The practice team spends time reviewing and filing, not answering basic status calls.
Voice confirms the action. WhatsApp delivers the document checklist, acknowledgment number, due date calendar, and data submission link. Every client gets the right message at the right time without anyone typing it manually.
WhatsApp is the default channel for India's hotel guests. Sprio turns your WhatsApp Business number into a guest service agent that books, confirms, upsells and resolves requests around the clock, with no wait time.
GST return reminderA WhatsApp message goes out to each GST client on the 15th of every month with the upcoming GSTR-3B due date, data submission link, and CA team contact.
After each ITR reminder call, the exact list of required documents arrives on the client's WhatsApp with a submission link.
Once the return is filed, acknowledgment number, filing date, and refund status if applicable go to the client on WhatsApp within minutes.
Clients receive a monthly WhatsApp summary of upcoming GST, advance tax, ROC, and company-specific compliance deadlines.
These are not process failures. They are communication failures that happen because the CA team had to file 40 returns while also chasing 120 clients for documents.
Most CA firms spend the last two weeks of July in back-to-back calls with clients who have not submitted Form 16 or bank statements. Sprio begins document collection in May so filing work is not blocked at the end.
A GST-registered client misses the 20th because they assumed the CA office would remind them. A call on the 15th takes under a minute and prevents avoidable late fees and blame.
ROC compliance deadlines are tied to AGM and statutory timelines. Directors often are not tracking those dates themselves, and late filings can create penalties for both company and director.
Sprio reads client data and due dates from your existing systems before each call and writes outcomes back after. No parallel spreadsheet to maintain.
Reads the client list, compliance deadlines, and document status before every call. Writes call outcomes and client responses back to the same system.
Reads filing status and monthly due dates for each client to trigger pre-deadline reminder calls before the GSTR-3B cutoff.
Monitors ITR filing status and document submission progress to trigger document request calls and post-filing confirmations.
Logs every call outcome, document confirmation, filing update, and client query to the client's CRM record.
Document checklists, acknowledgment numbers, due date calendars, and submission links go to each client's WhatsApp within seconds.
Shares pre-signed document upload links on WhatsApp after each reminder call so clients can submit directly to the CA's document store.
Reads ROC compliance deadlines for each registered company to trigger calls to directors and secretaries before annual filings.
Reads accounting completion status before GST reminder calls so Sprio knows whether books are ready or data submission is still needed.
Here is exactly how Sprio handles client data, outbound calls, and WhatsApp messages for your practice.
Client contact data processed by Sprio is handled under the Digital Personal Data Protection Act 2023. Client data is used only for compliance reminders the client is registered for and is not shared with third parties.
All outbound compliance reminder calls follow TRAI Do-Not-Disturb regulations. Calls are placed only during permitted hours. Clients who opt out are removed from future campaigns and the practice is notified.
WhatsApp messages use approved templates where required. Clients can opt out of WhatsApp messages at any time. Document checklists and deadline alerts are sent only to registered client numbers.
Client data collected during compliance calls is retained only for the duration specified in your practice's data policy. On request, data is deleted or archived per your organisation's schedule.