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 |
|---|
Password Manager
Client portal logins (linked to Client Master)
These are the credentials stored on each client (PAN is the Income-Tax portal user ID). Editing a password here updates the client record. Visible to all members; export needs permission.
| Client | Type | User ID (PAN) | Password | Mobile | 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.
🏢 Firm Branding & Invoice Details
Logo, signature, QR, bank details, PAN/GSTIN, address & invoice numbering.
↺ Reset
Restore all customisations to factory defaults (does not delete clients/invoices).
Team & Roles
Invite staff, set roles & per-module access
Hierarchy: Admin → Partner → Senior Associate → Associate. Admin has full access. For other roles, switch each module on/off below. Only Admins can invite users, see Reports, edit Firm Settings, and send invoices (unless granted).
| Member | Role | Module Access | Send Invoices | Status | Actions |
|---|
Developer Console
Approve firm sign-ups · platform administration
Firm Requests & Tenants
| Firm | Created By | Requested | Status | Actions |
|---|