Automate document collection and client update loops
Connect client intake portals with WhatsApp notifications so engagement statuses stay 100% current without manual entry.
Self-updating client portals
When a client uploads their GST bank reconciliation file, the task automatically shifts from 'Pending Client' to 'Ready for Associate Verification' without a single phone call.
Practice Implementation
Put this playbook to work in your practice.
Pyngyn ClientSpace comes pre-configured with standardized statutory templates, PBC checklist automations, and multi-tier partner review gates designed for CA and accounting firms.
Ready when you are
Stop managing the tool. Start shipping the work.
See PYNGYN run a real project in 30 minutes, and let AI handle the project management busywork.
30-minute walkthrough · Tailored to your team · No commitment