Example: File Income Tax Returns
Waiting for two investment statements.
One statement received. Client will send the other tomorrow.
All records received; return draft prepared.
Client approved filing and the loop was marked Done.
How it works
SaathKaam stays intentionally simple. Follow the same small loop for every client item.
Use the Web app immediately. Verify your email to secure recovery and, when needed, purchase a paid access period on Web.
Store only the lightweight label you need to group follow-ups.
Choose the type, My turn or Client’s turn, and an optional date/reminder.
Add timestamped progress notes, record outcomes or switch responsibility.
Move the next follow-up date without closing the item or losing context.
The item and its notes move to searchable completed history.
Undo immediately after closing, or reopen later when the same loop becomes active.
Supported SaathKaam clients use the same protected account, follow-up data and access state.
A follow-up date and reminder intent are saved even when browser or device notification permission is off. SaathKaam still highlights due and overdue work in the app.
New information is recorded as a new timestamped note instead of silently rewriting earlier history.