Dashboard
Practice overview · AY 2026-27
📊 Status-wise Clients
💹 Monthly Revenue (₹)
📦 Workload Distribution (by Client Type)
🧑💼 Staff Productivity (clients handled)
Client Master
Manage all clients
| Name | PAN | Type | Mobile | Status | Staff | Fees (₹) | Actions |
|---|
Client Status Pipeline
27-stage ITR workflow
| Client | Type | Current Stage | Update Stage | Timeline |
|---|
Document Tracker
Checklist by client
Email Management
Track & log client emails
| Date | Client | Email Type | To | Status |
|---|
Follow-up Management
Overdue items highlighted in red
| Client | Next Follow-up | Notes | Status | Actions |
|---|
Task Management
Assign & track team tasks
| Task | Assigned To | Due Date | Priority | Status | Actions |
|---|
Invoice Generator
GST-compliant invoices
| Invoice # | Client | Service | AY | Total (₹) | Status | Actions |
|---|
Payment Tracker
Receivables & ageing
| Invoice # | Client | Invoice (₹) | Received (₹) | Balance (₹) | Ageing | Mode | Actions |
|---|
WhatsApp Integration
One-click message templates
Reports
Export to Excel & PDF
Activity Log
Complete audit trail
Settings & Customisation
Tailor documents, emails, WhatsApp & invoices
📁 Document Checklists
Add or remove documents requested from clients, per category.
✉️ Email Types
Manage the list of email categories used across the app.
💬 WhatsApp Templates
Edit message text and add new one-click templates.
🧾 Invoice Theme
Pick a colour theme and edit footer / terms text.
↺ Reset
Restore all customisations to factory defaults (does not delete clients/invoices).