FOR ACCOUNTANTS & PRACTITIONERS
Handle more clients without more chaos
One simple workspace for monthly bookkeeping checklists, GSTR-1 and TDS reminders, WhatsApp document collection, and early warning on at-risk filings — without hiring more staff.
What slows you down today
- Monthly bookkeeping tasks for 30+ clients created manually every time — the same Excel routine repeated from scratch each month.
- Chasing clients for bank statements, purchase bills, and salary sheets over WhatsApp with no record of what was asked or when it was sent.
- Document uploads arriving through email, WhatsApp, and phone calls — impossible to track what has been received for each client.
- No early warning when a filing is at risk — you find out it's late only after the deadline has passed.
Everything you need, in one place
Recurring Bookkeeping Checklists
Set monthly task templates for bookkeeping, payroll, GSTR-1 prep, and TDS returns. They auto-generate each cycle with the right client and staff assignment.
Bulk Client Import
Onboard your entire practice in minutes. Upload a CSV with PAN, GSTIN, phone, and entity type. Format validation runs automatically before import.
WhatsApp & Email Reminders
Nudge clients to upload bank statements, bills, or salary data before GST and TDS deadlines — on the platform they already use, with no manual drafting.
Client Document Portal
Give each client a private link to upload files directly into their folder. Documents arrive organized — no email threads, no lost attachments.
Deadline Risk Radar
Every client x due date scored red/amber/green based on progress, workload, and history — so you know what's actually at risk before it's late.
Pending Work Dashboard
A single view showing which clients have open tasks, pending document uploads, and upcoming GSTR-1 and TDS deadlines — so nothing slips through.
Built around how you actually work
- Monthly task cascades auto-generate for every bookkeeping and TDS client
- WhatsApp reminders collect documents before GSTR-1 and TDS due dates
- Client portal keeps uploaded files organized without email clutter
- Deadline Risk Radar flags at-risk filings before they're late