Investment Proof Verification System


A simple solution to handle your investment proof collection & verification process.
Use our intuitive application or avail our services to manage your verification process

Features


  • Online submission of documents
  • Document preview appears in a single screen
  • Tagging of documents under respective investment categories for easy verification
  • Generate Form 12BB in a single click
  • Send reminder mails to employees who have not completed the process

How it works?


1. Employee receives an email for submission of investment proof
2. Employees upload the investment proofs
3. Verifier reviews the documents of investment and accept/rejects the submission
4. A notification email is sent to the employees on completion of review process
5. Export all the information in excel and import it in your payroll system

Benefits


Employee Benefits:
  • No paperwork
  • Seamless submission of documents
  • Employee can preview the uploaded document in a single screen which helps avoid errors in specifying claimed amounts.
  • Employee can submit documents with 3 different due dates (Jan, Feb, Mar)
  • Employee can view and monitor the status of his submission anytime and anywhere
Employer Benefits:
  • Hassle free verification
  • Uploaded documents are segregated under different section headers
  • Option to make notes while rejecting thereby leaving no ambiguity to the process
  • Resubmitted cases are marked separately
  • Real-time reporting on submissions and verifications makes the whole process even more efficient

Outsource verification of the
investment proof to us and relax


  • Helps you save cost and time
  • Easy to use and makes entire payroll process flexible
  • Managed services help you reduce efforts and increase business productivity

About us


6+ Lakh
Taxes Filed
dedicated experts
Dedicated In-House
Tax Experts
60+ Years
Experience
8.9/10 Client
Satisfaction Score
Registered e-Return
Intermediary
Since 2012
in India
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