PayDoc Pro

Vivek Bisen

About this app

PayDoc Pro: The Ultimate Practice Management Tool for Modern Accountants

PayDoc Pro is a secure, all-in-one document management and invoicing solution specifically designed for Chartered Accountants (CAs), tax consultants, and financial professionals. Streamline your practice, organize client data, and handle billing with ease.

Key Features:

📂 Secure Document Management:

Categories for different document types: GST, ITR, Audit, and General.
Secure cloud storage for all your clients' sensitive tax papers.
Easy document sharing between you and your clients.
📑 Professional Invoicing:

Create GST-compliant invoices in seconds.
Professional PDF generation for all your services.
Automatic invoice numbering and balance tracking.
📲 Easy Client Payments:

Integrated UPI payment deep links for instant client payments.
Simple payment proof uploading for clients.
Manual verification system for admins to track paid and pending invoices.
👥 Comprehensive Client CRM:

Manage all your clients from a single, organized dashboard.
Individual client profiles with detailed history and contact info.
Grant secure, restricted access to your clients to view their own documents.
🔔 Real-Time Notifications:

Stay updated with instant push notifications for new document uploads.
Automated alerts for due payments and invoice status changes.
Never miss a deadline with our built-in alert system.