AutoROC: guides, playbooks and tools.

By the Autowhat AI team · Updated 7 Oct 2026

• Blog posts

• The Company Master Is a CS Practice’s Best AssetMost fields on an ROC e-Form are facts a practice already knows about the client. Re-typing them for every filing invites avoidable rejections. One checked master record per company, updated when each ticket closes, lets forms start pre-filled, catches errors at entry and keeps history in one place.
• What an AI Assistant Should Not Do in ROC FilingAn assistant can classify a client’s request, pre-fill known facts, interview for gaps and validate DIN, PAN, CIN and dates. It should not file on MCA, judge legal correctness, guess missing values, override failed checks or close a ticket without an SRN. The time saved should go into professional review.

• Guides

• ROC Compliance Calendar for CS and CA FirmsA ROC compliance calendar for a CS or CA firm tracks two kinds of deadline: annual filings tied to the financial year or AGM, and event-based filings triggered by appointments, office changes, allotments or charges. Give every filing a due date, days left, an owner and an SRN before it counts as done.
• MCA V3 e-Form Filing Workflow for a PracticeAn MCA V3 e-Form filing workflow runs from the client’s request to the SRN: identify the right form, pre-fill from the company record, collect only the missing fields, validate DIN, PAN, CIN, dates and amounts, attach documents, have a professional review, file and record the SRN.
• ROC Filing Document Checklist for ClientsA ROC filing document checklist starts with every client’s CIN, address, directors with DIN and PAN, and AGM date, then adds event-specific documents such as resolutions, consents, address proof and sanction letters. Collect them as requests in one place and validate formats on entry; confirm requirements with your adviser.

• Playbooks

• CS Practice Playbook: Stop Chasing Clients for DetailsA CS practice can stop chasing clients by giving each one a single place to raise requests with documents, keeping a master record per company, asking only for missing fields with format checks, moving requests through new, collecting, ready, filed and done, and reviewing due dates weekly.

• Comparisons

• Manual vs Assisted ROC Filing for CS and CA FirmsManual ROC filing relies on WhatsApp follow-ups, retyped company details and due dates in spreadsheets. An assisted workspace pre-fills from the company record, asks only for missing details, checks DIN, PAN, CIN, dates and amounts on entry and tracks due dates, while the professional still reviews and files.

The product behind these guides. AutoROC — MCA e-Forms, pre-filled. Book a 30-minute working session.

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