Everything you need
From client onboarding to GST filing and tax notice tracking — manage it all in one place.
Store full client profiles with PAN, GSTIN, documents, and communication history. Firm-level security isolation.
Track GSTR-1, GSTR-3B, GSTR-9 filings with workflow states: Draft, Prepared, Reviewed, Approved, Filed.
Match your Purchase Book against Government GSTR-2B data. Identify mismatches and missing ITC instantly.
Auto-calculate late filing penalties for GST, TDS, and ITR. Configurable rates per return type by firm admin.
Log official notices, assign to team members, track reply deadlines, and manage status workflows end-to-end.
Built-in Email (SMTP) and WhatsApp (Twilio) integrations. Send reminders, returns status, and documents to clients.
Track firm revenue, expenses, and profitability per client. Visual dashboards and exportable reports.
Auto-reminders for due dates, recurring invoice generation, and lead campaign workflows.
Super Admin, Firm Admin, Senior Reviewer, Junior Article — each role sees only what they are authorized to.