Features: Filing Matrix, DSC Tracking & WhatsApp Automation
Eliminate deadline stress and fragmented WhatsApp messages. CORS standardises every step from document collection to partner review and acknowledgment dispatch.
Multi-Client Filing Matrix
Filter and track GSTR-1, GSTR-3B, TDS, and ITR work across 100+ clients on a single screen. Live status badges instantly show work awaiting documents, under review, ready to file, or completed.
- ✓ Real-time status counters across all clients
- ✓ Multi-GSTIN & branch grouping
- ✓ Automated filing receipt delivery
DSC Expiry Multi-Stage Alerts
Never fail an ROC or MCA filing due to an expired digital signature token. Tracks Class 3 signing and encryption certificates across 45d, 30d, 15d, 7d, and expired intervals.
- ✓ Proactive 45/30/15/7-day notice pipeline
- ✓ Warnings surface right on filing matrices
- ✓ Token holder & serial number logging
Automated WhatsApp Reminders
Bring Your Own Key (BYOK) via Meta Cloud API, Aisensy, WATI, or Interakt. Configurable 7/3/1-day reminder rules dispatch branded WhatsApp notices containing unique 1-click upload magic links.
- ✓ Auto-cancels once documents are uploaded
- ✓ Firm-branded messages from your own number
- ✓ Full delivery & read receipt audit trail
Zero-App Client Document Portal
Clients never download an app or remember passwords. Secure tokenized magic links allow clients to drag-and-drop bank PDFs, sales registers, and download tax challans from mobile or desktop.
- ✓ Mobile-optimized responsive interface
- ✓ Instant file preview & rejection comments
- ✓ Client can download past filed returns anytime
Task Workspace & Partner Review
Designed for article clerks, paid assistants, and partners. Structured checklist verification, computation document uploads, query notes, and strict partner approval sign-offs prior to return submission.
- ✓ Role-based staff permissions & review gates
- ✓ Inline document viewer & query resolution
- ✓ Permanent tamper-proof audit trails
Encrypted Credential Vault
Safeguard client portal credentials for GSTN, Income Tax e-filing, TRACES, and MCA V3. One-click copy with automatic memory cleanup ensures zero password exposure on staff machines.
- ✓ AES-256 field-level encryption
- ✓ Masked password display with audit logging
- ✓ Instant staff revocation upon exit
Why CA Firms Migrate from Excel & WhatsApp
See how dedicated compliance practice software transforms turnaround time and eliminates penalty liabilities.
| Practice Capability | Traditional Excel + WhatsApp | CORS Practice OS |
|---|---|---|
| Client Document Collection | Unorganized email threads, compressed WhatsApp images | Zero-app client portal with structured checklist validation |
| Filing Deadline Nudges | Manual typing by articles; frequently forgotten until the 19th | Automated 7/3/1-day multi-channel WhatsApp reminders |
| DSC Token Expiry Tracking | Discovered during ROC/GST filing at 11:30 PM on deadline night | Multi-stage 45/30/15/7-day proactive expiry alerts |
| Partner Review Quality Gate | Verbal checks; no audit trail of who reviewed or approved | Mandatory partner sign-off gate before filing status unlocks |
| Portal Password Security | Unencrypted sticky notes or shared Google Sheets | AES-256 encrypted vault with instant staff revocation |
Ready to Transform Your Practice Operations?
Get started in 2 minutes with our 14-day free trial. Full access to the Filing Matrix, WhatsApp reminders, and DSC vault.