With the last date for filing income tax returns approaching, taxpayers across India are naturally more concerned about filing their documents. This, coupled with new tax rules, has resulted in practitioners getting into trouble too late. To this end, the fintech firm Clear, formerly ClearTax, has launched the Clear Pro app to help tax professionals communicate with clients, track and share filing status, and do several other work under one umbrella. Clear Pro is the first-ever mobile app for tax professionals that provides customers with timely compliance with ease. To this day, tax professionals mainly use communication platforms such as WhatsApp and emails to talk with clients and manually check each application and status on various portals.
“Clear Tax Pro’s customer communications feature allows tax professionals to send one-click reminders to all customers to share data to file tax returns. It enables tax experts to send emails to all customers with one click and initiate one-to-one WhatsApp communications,” Clear said in a press release.
Clear’s new app will be especially helpful to tax professionals this month when taxpayers need to file their income tax returns. The last date to submit ITR has been extended by the government to December 31.
“Clear Pro is the very first app designed specifically for tax experts. It is intended to ensure timely compliance through communication, coordination and collaboration with customers,” said Archit Gupta, Founder and CEO of Clear.
In addition to communicating with customers, the app enables tax experts to check GST return status and create, track and share challenges – all at once for multiple customers.
The app also helps tax professionals save money for their clients through an intelligent recommendation model, which suggests the right path for creating a challenge. When creating challan, the app asks if the selected option for making challan is efficient. If it is not the optimal method, the app will show you how much money can be saved by selecting the other options.
Here’s how to use the Clear Pro app:
Step 1: Login to ClearPro with Clear credentials or Google credentials
Step 2: Add all your customers by scanning them through the “scan to add customers” function in the app
Step 3: Add email ID and phone numbers to all your customers from the app or copy and paste by logging into ClearTax.in
Step 4: Send data request reminders to all your customers in one click from the “Bulk Actions → Send Reminders” tab
Step 5: Check the archive status of all customers within seconds from the GST archive tracker feature of the app
Step 6: Download and share GST reports using captcha through the GST reports feature of the app
Step 7: Create, check status and share challans in bulk to multiple clients in a few clicks through the app’s “Challan dashboard” feature
Clear Pro also offers features such as ‘News at a glance’ and ‘Compliance calendar’. Tax professionals can track all filing deadlines and extended due dates directly from the app calendar for GST, ITR and ROC.
Earlier this year, Clear also launched MaxITC to help enterprises manage input tax receivables and ClearOne to digitize invoicing and e-invoicing. The SaaS company is leveraging the tax compliance pain points with several products, including the most popular GST archiving platform ClearGST.
Clear has grown to become the largest income tax and GST tax compliance platform for more than 3,000 businesses and 5 million consumers.
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