KEEP CLIENT COMMUNICATION connected to the work.
Emails, client documents, tax computations, and status updates — connected directly to the compliance work inside your firm.
SEE KDK 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
THE CLIENT CONVERSATION SHOULDN'T LIVE OUTSIDE THE WORK.
When client requests, missing documents, and follow-ups happen across scattered channels, critical context gets lost between teams and tools.
Client request sent to partner's phone; rest of team has zero visibility.
Form 16 buried in personal inbox; article assistant waits without updates.
Bank statement saved on single PC; lost during audit review.
Returns filed separately without unified log of client approval.
Staff calls client repeatedly for files that were already emailed.
Out-of-scope advisory work delivered but never invoiced.
"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 SHOULDN'T BECOME ANOTHER UNREAD MESSAGE.
Incoming emails shouldn't get lost in a generic inbox. When a client replies with missing information, it should immediately become actionable work for your team.
SMART INBOX & SYNC EMAIL
Read and reply to client emails in one centralized place, attached to the client context.
AI TASKS
Review and approve tasks automatically created from incoming client emails.
BOARD VIEW
Track these tasks alongside ongoing compliance work across the 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
SEND WHAT THE CLIENT NEEDS — WITHOUT LOSING THE CONTEXT.
Sharing a computation or report shouldn't mean downloading it, opening a separate email client, and losing the connection to the underlying compliance work.
COMPUTATION TO CLIENT
Email the final tax computation directly from the ITR module.
SHARE REPORTS (GST)
Share 2A/2B reconciliation reports, GSTR-3B drafts and Annual Reports directly from GST.
SEND ALL
Dispatch multiple client reports in one bulk action.
DOCUMENT REPOSITORY
Keep client files and supporting documents organized against the client.
NOT EVERY CLIENT UPDATE NEEDS A MANUAL FOLLOW-UP.
Automate routine client communication directly from KDK OS, while your team focuses on the compliance work that actually 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.
KDK OS — The Operating System for Your CA Firm.
SEE KDK OS IN ACTION