No more downloading attachments, making folders, copy-pasting files and typing register entries. Inward does it all for email and WhatsApp, on your own PC.
| Received | From | Filed to | Status |
|---|---|---|---|
| 04 Oct 08:42 pm | Rahul Sharma | Sharma & Co | filed |
| 04 Oct 08:31 pm | Mehta Traders | Mehta Traders | filed |
| 04 Oct 08:12 pm | Patel HUF | Patel HUF | duplicate |
Live demo with sample clients. Inward never moves, deletes or marks your mail as read.
For every attachment a client sends, someone in the office does this by hand. With several attachments in one email, it takes longer still.
All 8 steps happen automatically, and your document register fills itself: who sent it, when, which client, what type, and the exact folder it was saved in.
Open it in Excel or PDF in one click, for a day, a month or the whole FY. Included with Inward, no extra cost.
Documents from email and WhatsApp are filed on their own. No downloading, renaming or dragging files into folders. Run now files them straight away.
Matched to your client list by email address or mobile number. Unknown senders wait for you. Every file is recorded twice: dashboard history and a permanent audit trail.
Inward runs on your office server or laptop and saves into your own folders. WhatsApp files travel encrypted and are deleted from our relay once Inward collects them.
Inward files what clients send. Inward+ adds WhatsApp documents, reminders and campaign tracking, on the same client list and the same dashboard.
Reads the office mailbox and files every client attachment by client, financial year and document type.
Documents from clients, reminders and campaigns to them, on WhatsApp, through the official Meta WhatsApp Business API.
Call, WhatsApp or email Mukul. Tell us which mailbox your office uses, and we will set Inward up on your PC and show it filing real client documents.
Clients email their documents. Inward files each one in the right client folder, while the office keeps working the Inbox as usual.
Document type comes from the file name, then the subject. Financial year comes from the email's date.
No more typing register entries. Every document is logged as it is filed: who sent it, when, which client, what type, and the exact folder. Open it in Excel or PDF in one click, for a day, a month or the whole FY.
Mail from a saved client is filed straight away. A new sender waits in Needs your attention.
An identical file is counted, not saved again. Same name with new content is kept as file_v2.pdf.
Oldest mail first, or straight away with Run now. A failed save is retried on every check.
Nothing is moved, deleted or marked as read. Moving filed mail to a Filed folder is optional.
From a client's email or WhatsApp message to the right folder, while the office keeps working as usual.
By email, or on WhatsApp with Inward+. Form 16, salary slips, bank statements, LIC receipts.
Your mailbox (Gmail, Yahoo or classic Outlook) or your WhatsApp Business number.
Mailbox and WhatsApp every 5 minutes, or straight away with Run now. Oldest first. Each sender is matched by email address or mobile number.
Assign the sender to a client, Ignore them, or Dismiss it.
↺ Assigned to a client: filed on the next check (step 3)
A client message with nothing attached to file.
Document type from the file name, then the subject or WhatsApp caption. Financial year from the date received. Photos become PDFs.
Counted as a duplicate, not saved again.
Saved alongside as file_v2.pdf.
Retried every check; after 5 tries it waits for Retry.
In the dashboard history and in the permanent audit trail. WhatsApp documents carry a WhatsApp badge.
Email stays where it was: nothing moved, deleted or marked as read. The server's WhatsApp copy is deleted once Inward has collected it.
Every document by client, type and date. Excel and PDF registers.
Runs on one PC, or on a shared office server used over Remote Desktop. WhatsApp documents come with Inward+.
No. Emails stay where they are, unread mail stays unread, and nothing is deleted. You can choose to move filed mail to a Filed folder.
It goes to Needs your attention. Assign the sender to a client and their documents are filed on the next check. You can also Ignore the sender or Dismiss the mail.
From the date the email was received. A Form 16 emailed in June 2026 goes into FY26-27.
On the PC or office server where Inward runs, in the folder you choose.
Email documents go straight from your mailbox to your PC and never pass through our servers. With Inward+, WhatsApp documents are held encrypted on our server only until Inward collects them, then deleted. Anything not collected is deleted after 30 days.
Reach every client on WhatsApp alongside Inward. Send due-date reminders and campaigns, ask for missing documents, track who read and replied, and receive documents on WhatsApp straight into the client folder, through the official Meta WhatsApp Business API.
Pick clients by group or by pending documents and send one message to all of them.
Messages use templates approved by Meta, so they reach clients reliably and stay within WhatsApp's rules.
Inward already knows what each client has sent this year. Inward+ can ask only the clients still missing a document.
Only clients who agreed to WhatsApp messages are included. Opt-outs are honoured automatically.
Sent, delivered, read and replied for every client, grouped into Hot, Warm, Silent and Not interested, next to the documents Inward has filed.
Clients send Form 16, bills or bank statements on WhatsApp. Photos become PDFs, each file lands in that client's folder, and the client gets an instant "Received" reply.
Runs with Inward on your PC or office server, on your own WhatsApp Business number. Documents travel encrypted and the server copy is deleted once collected.
Messages go from your firm's own WhatsApp Business number. Meta bills its message charges to your firm directly, with no markup from us.