storm-simple

byAKHIL RAM

Build a simple B2B SaaS product for Indian Chartered Accountant (CA) firms called DocChase, focused only on solving the problem of repeatedly chasing clients for missing documents. The CA should be able to create a client, create a document checklist for a task such as GST filing, ITR filing, audit, accounting, etc., and specify which documents are required. The system should send the client a WhatsApp message containing the pending-document list and allow the client to upload documents directly through WhatsApp or a simple secure upload page. When a document is received, the system should automatically identify the client and document type, store the file, update its status from “Missing” to “Received,” and notify the CA. If the client does not respond, the system should automatically send polite reminders according to a configurable schedule, such as Day 1, Day 3, and Day 7, and stop sending reminders once all required documents are received. The CA dashboard should clearly show all clients, their document checklists, received/missing documents, last reminder date, response status, and clients who are blocked because documents are pending. The product should be extremely simple and mobile-friendly, designed for Indian CA firms that already use WhatsApp and do not want to learn complicated practice-management software. The core value proposition is: “Stop chasing clients for documents. DocChase automatically requests, follows up, collects, organizes, and tracks them.” Build the MVP around this single workflow instead of adding unnecessary accounting, billing, CRM, or tax-filing features.