Clear Launches Clear Professional App for Tax Professionals: Right here is Tips on how to Use Clear Professional App


Because the final date to file earnings tax returns nears, taxpayers throughout India are naturally extra fearful about submitting their paperwork. This, coupled with new tax guidelines, has landed practitioners in quote a problem off late. For this, Fintech agency Clear, previously ClearTax, has launched the Clear Professional app to assist tax professionals to speak with shoppers, monitor and share submitting standing, and do a number of different works beneath one umbrella. Clear Professional is the first-ever cellular app for tax professionals to ship well timed compliance for shoppers with ease. Tax professionals primarily, to at the present time, use communication platforms like WhatsApp and emails to speak to shoppers verify every submitting and challan standing manually on numerous portals.

“With the Clear Tax Professional’s shopper communication function, tax professionals can ship reminders to all shoppers for sharing information to file taxes in a single click on. It allows tax consultants to ship emails to all shoppers with a single click on and provoke one-on-one WhatsApp communications,” Clear mentioned in a press launch.

Clear’s new app will come in useful for tax professionals particularly this month when taxpayers should file their earnings tax returns. The final date to file ITR has been prolonged to December 31 by the federal government.

“Clear Professional is the first-ever app designed particularly for tax consultants. It goals to make sure well timed compliance via communication, coordination & collaboration with shoppers,” mentioned Archit Gupta, founder and CEO of Clear.

Moreover speaking with shoppers, the app lets tax consultants verify GST submitting standing, and create, monitor and share challans – all in bulk for a number of shoppers in a single go.

 The app additionally helps tax professionals lower your expenses for his or her shoppers via an clever advice mannequin, which suggests the suitable path for making a challan. When creating challan, the app prompts whether or not the challan creation possibility chosen is environment friendly. If it isn’t the optimum technique, then the app exhibits how a lot cash might be saved by choosing the opposite choices.

Right here is how you should use the Clear Professional app:

Step 1: Login to ClearPro utilizing Clear credentials or Google credentials

Step 2: Add all of your shoppers by scanning them via “scan so as to add shoppers” function on the app

Step 3: Add e mail ID and cellphone numbers throughout all of your shoppers from the app or copy paste by logging into

Step 4: Ship information request reminders to all of your shoppers in a single click on from the “Bulk actions → Ship reminders tab”

Step 5: Examine submitting standing of all shoppers in seconds from the GST submitting tracker function of the app

Step 6: Obtain & share GST reviews utilizing captcha via the GST reviews function of the app

Step 7: Create, verify standing and share challans in bulk in a number of clicks for a number of shoppers from the “Challan dashboard” function of the app

Clear Professional additionally gives options like ‘Information at a look’ and ‘Compliance calendar’. Tax professionals can monitor all submitting deadlines and prolonged due dates immediately from the app’s calendar for GST, ITR and ROC.

Earlier this yr, Clear additionally launched MaxITC to assist enterprises handle enter tax credit score claims and ClearOne to digitise billing and e-invoicing. The SaaS firm is tapping into the ache factors regarding tax compliance with a number of merchandise together with its hottest GST submitting platform ClearGST.

Clear has emerged as the biggest earnings tax and GST tax compliance platform for greater than 3,000 enterprises and 5 million customers.

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