Features
Each part is built to be used daily — and to look good doing it.
01 · Clients & groups
Families and companies, kept together.
Add a client straight into a group — a family, or a company and its directors. See every member, service and balance on one page.
Sharma Family
Group · 4 members · ₹ 0 outstanding
Ramesh Sharma
Father · Individual
Sunita Sharma
Spouse · Individual
Aman Sharma
Son · Individual
Sharma Traders Pvt Ltd
Company · Director: Ramesh
02 · GST · ITR · TDS · ROC
Every filing follows a workflow.
Prepared, reviewed, approved, filed — with who did what and when. Nothing reaches “filed” without the right sign-off.
GSTR-3B · Mehta Traders LLP
October 2026 · due 20th
Taxable
₹ 12,40,000
Tax
₹ 2,23,200
ITC
₹ 1,68,000
03 · Tasks & urgent work
See what is burning, and who owns it.
Overdue, due today and unassigned work surfaces first. Switch between list and board, and assign in a click.
To do
Collect Form 16
Anita Desai
TDS challan
Kapoor Exports
In progress
GSTR-1 prep
Mehta Traders
Review
ITR-3 review
Sharma Traders
AOC-4
Kapoor Exports
04 · Data requests
Chase every pending client in one click.
Filter by GST, ITR or business ITR and a period, pick who hasn’t sent data, and email them from your own mailbox.
05 · Documents & portal
A private vault your clients can use.
Documents live in private storage, never public links. Clients upload from their own portal; you see it instantly.
Private document vault
Stored privately · every download is permission-checked and logged.
And the details that matter
Smart reminders
Scheduled by due date, deduplicated, with retries.
Billing
Invoices and payments that can’t be double-recorded.
Mobile app
Approvals and uploads on Android and iOS.
Audit trail
Append-only history of who changed what.
Your branding
Colours, logo and firm name across the app.
AI assist
Drafts for human review — coming soon.