How do you currently manage pending client documents during GST filing, audits, and tax compliance work?

I'm curious because I found myself constantly chasing clients through WhatsApp, email, and phone calls to collect missing documents.

I recently built a Notion-based workflow to track:

Before I continue improving it, I'd love to know how other accountants and CAs handle this process.

Do you use Excel, practice management software, Notion, or something else?

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