The ITR Season Problem

ITR season isn't one deadline — it's dozens running in parallel. Individual clients, HUFs, companies, LLPs, each with their own filing date, audit requirement, and document status. A single CA might be tracking 50–200 clients simultaneously, each with their own state of readiness.

Spreadsheets break down under this load. Clients forget to send documents. CAs forget to follow up. Deadlines get missed. Penalties get paid.

The irony: CAs spend their days ensuring their clients don't miss financial deadlines, while struggling to track their own client deadlines.

Tracking Client Deadlines

The simplest use is setting a reminder for each client's filing deadline:

Remind me on July 25 to follow up with Rajesh Shah about ITR documents Remind me on July 28 to submit ITR for Mehta & Sons — 3 days before deadline Remind me on July 20 to call Priya Patel about advance tax payment

Set these as you onboard each client for the season — takes 10 seconds per client, and you never have to mentally track "when did I last follow up with X" again.

GST Filing and Compliance Reminders

GST filings are monthly and quarterly — GSTR-1, GSTR-3B, annual returns. With recurring reminders, you set each one once and it fires automatically every month:

Remind me on the 10th of every month to file GSTR-1 Remind me on the 20th of every month to reconcile GSTR-3B
Your first 5 reminders are free

No app, no account. Save the number, send a message, done.

Set these once at the start of the financial year and they fire reliably every month — even if you're buried in audit season and your calendar is chaos.

Annual Recurring Reminders

For annual compliance — tax audit deadlines, AGM filings, company ROC compliance — set a yearly reminder and forget it:

Remind me every year on September 30 for Sharma Pvt Ltd tax audit deadline Remind me every year on October 31 for LLP annual return filing

You set it once, and next year it fires automatically — no need to recreate your compliance calendar every April.

A Practical CA Workflow

Here's how a CA might use NagMeLater across a typical ITR season:

  1. Client onboarding reminder: "Remind me on May 15 to send document checklist to all individual clients"
  2. Document chase reminder: "Remind me every week starting June 1 to follow up with clients who haven't sent Form 16"
  3. Filing reminder: "Remind me on July 20 to file ITR for clients with business income — 11 days before deadline"
  4. Post-filing: "Remind me on August 10 to send filing confirmation to all clients"

Each of these is set with a single WhatsApp message and fires automatically. No calendar entries, no spreadsheet columns, no sticky notes.

Pro tip: Use client names in your reminder message so the notification tells you exactly who to call. "Follow up with Rajesh Shah" is more actionable than "follow up with client."

Frequently Asked Questions

Can I set reminders for multiple clients?

Yes — you can set as many reminders as you need, each with a different client name and deadline. There's no limit on pending reminders for paid subscribers.

How do I track GST filing deadlines each month?

Set a recurring monthly reminder: 'Remind me on the 10th of every month to file GSTR-1.' It fires automatically every month on that date without any action from you.

Can I set reminders for the full year's compliance calendar at once?

Yes — send multiple reminders in one message: 'Remind me on September 30 for tax audit, October 31 for LLP return, and November 30 for company ROC filing.' All three are set at once.

What if a deadline date changes?

Cancel the old reminder ('reminders' to list, then 'cancel 3') and set a new one with the updated date. Takes about 30 seconds.

Can I also use this for billing my own clients?

Absolutely. 'Remind me on the 5th of every month to send invoice to Mehta & Sons' works exactly the same way — recurring monthly, fires automatically.