A calmer way to send documents, receipts and deadline information.
The strongest client workflow is not “email everything over”. It is a clear checklist: what is needed, what has been received, what needs review, and what is still blocking the work.
Portal concept
Telegram can be the easy upload lane. The dashboard should be the source of truth.
A client can send a receipt photo quickly, but the record should move into a secure document system with status, reminders, review and audit trail.
RequestedThe accountant asks for exact missing items.
SubmittedClient uploads through portal or approved photo lane.
Needs reviewReceipt/document waits for accountant check.
AcceptedThe item is attached to the right record or checklist.
What clients would see.
A dashboard could show upcoming deadlines, missing documents, accepted uploads, rejected items, tax set-aside prompts and messages from the accountant.
Important boundary
This should not go live until login, storage, consent, privacy wording, access control, malware scanning and audit logging are designed and approved.