How tax experts can deliver faster compliance via ClearPro?

By Leandra Monteiro

In India, tax experts spend more time on managing clients, data, teams and processes than their core competency of ensuring correct compliance and providing better financial and compliance advisory to their clients. The lack of an automated system to track filing status for each client, create and track challans and client communication made the process tedious. Presently, tax experts use WhatsApp and emails to communicate with clients and check each filing and challan status manually on various portals.

Clear (from the makers of Cleartax) launched Clear Pro, a first-ever mobile app for tax professionals to deliver timely compliance for clients with ease.  With the Clear Tax Pro’s client communication feature, tax professionals can send reminders to all clients for sharing data to file taxes in a single click. It enables tax experts to send emails to all clients with a single click and initiate (1-1) WhatsApp communications. Besides communicating with clients, the app lets tax experts check GST filing status, and create, track and share challans – all in bulk for multiple clients in one go.

The app also helps tax professionals save money for their clients through an intelligent recommendation model, which suggests the right path for creating a challan. When creating challan, the app prompts whether the challan creation option selected is efficient. If it is not the optimal method, then the app shows how much money can be saved by selecting the other options.

Here are the steps to use ClearPro:

Step 1: Login to ClearPro using Clear credentials or Google credentials

Step 2: Add all your clients by scanning them through “scan to add clients” feature on the app

Step 3: Add email ID and phone numbers across all your clients from the app or copy paste by logging into ClearTax.in

Step 4: Send data request reminders to all your clients in a single click from the “Bulk actions → Send reminders tab”

Step 5: Check filing status of all clients in seconds from the GST filing tracker feature of the app

Step 6: Download & share GST reports using captcha through the GST reports feature of the app

Step 7: Create, check status and share challans in bulk in a few clicks for multiple clients from the “Challan dashboard” feature of the app

Clear Pro also offers features like ‘News at a glance’ and ‘Compliance calendar’. Tax professionals can track all filing deadlines and extended due dates directly from the app’s calendar for GST, ITR and ROC.