Keep every client interaction connected to the work.
Bring client emails, documents, requests, tax computations, reports, and status updates into a connected workflow — so your team always knows what was received, what is pending, and what needs to happen next.
See spectrum cloud OS in actionClient Email
Missing document arrives
Smart Inbox
Captured in context
Document
Auto-filed to client repo
AI Task
Action generated
Team Action
Assigned on Board View
Compliance Work
ITR/GST filing proceeds
Client communication should be part of the work.
When client requests, documents, questions, and follow-ups are spread across email, WhatsApp, calls, and separate tools, important context can get disconnected from the work your team needs to complete.
A client sends a request to one team member, while the rest of the team may not have visibility into the conversation.
A Form 16 or other document arrives by email and can remain disconnected from the task waiting for it.
Client documents stored on an individual computer can be harder for the wider team to access and track.
Returns may be filed through a separate portal, leaving client approvals and related communication in other systems.
Team members may follow up across calls or messages to confirm whether requested documents have been received.
Additional advisory or out-of-scope work can be completed without being automatically connected to the billing workflow.
"Form 16 attached" auto-linked to client tax file.
Task generated automatically on Team Board with today's deadline.
Bank statements & 26AS instantly accessible to all assigned staff.
Filing completion auto-triggers invoice creation in billing queue.
A client reply should become actionable work.
Client emails often contain documents, answers, approvals, or new requests. Bring those conversations into your firm’s workflow so important information can be reviewed, assigned, and acted on.
Smart inbox & email sync
Read and respond to client emails from a centralised inbox while keeping conversations connected to the relevant client context.
AI Tasks
Review and approve tasks generated from incoming client emails, helping turn requests and follow-ups into trackable work.
Board view
Track client-driven tasks alongside ongoing compliance and practice work across your team.
Vikas Sharma
vikas@abcent.com
"Please find the missing Form 16 attached for the return filing."
Review Form 16 & Update ITR
Generated from email: "Please find the missing Form 16..."
Assigned To
Rahul (Tax Team)Deadline
TodayEmail AI Task Team board Action
Income Tax
ABC Enterprises
Ay 2026-27 • ITR-3
Tax Computation_ABC.pdf
Auto-generated from imported data • 1.2 MB
Share what clients need — with the work still connected.
Share computations, reports, and documents from within your workflow — so client communication stays connected to the compliance work, context, and records behind it.
Computation to client
Share the final tax computation directly from the ITR workflow, keeping the client communication tied to the work.
Share reports (GST)
Share 2A/2B reconciliation reports, GSTR-3B drafts, and annual reports directly from the GST workflow.
Bulk sharing
Send multiple client reports in a single bulk action, reducing repetitive sharing work for your team.
Client document repository
Keep client files, reports, and supporting documents organised against the relevant client for easier access and follow-up.
Not every client update needs a manual follow-up.
Automate routine client communication directly from Spectrum Cloud OS, while your team stays focused on compliance work that needs their attention.
GSTR-1 Filed
Notification
Automatically notify clients when GSTR-1 is successfully filed.
Schedule
2A/2b email
Schedule reconciliation reports to clients automatically.
Schedule
Tally email
Schedule Tally reports and summaries without repeated manual sending.
Notify on
Whatsapp
Send relevant due-date, filing and update notifications through WhatsApp.
See the client in context.
When your team opens a client, the relevant context should be there.
Client directory & master
Browse contact details, service status, and link databases for reconciliation.
Document repository
Upload files, view attachments, and manage all client folders centrally.
Ledger & payments
Record incoming payments against outstanding invoices against the client context.
Collaboration shouldn't mean losing control.
Give your team access to the modules they need while keeping strict control over sensitive client data.
User Permissions Setup
-
GST Module Access
-
ITR Module Access
-
TDS Module Access
-
View Client Passwords
From client inbox to completed work.
Keep everything connected.
Spectrum Cloud OS — The Operating System for Your CA Firm.
See spectrum cloud OS in action