Every client's filings, one list.
Add clients by GSTIN, CIN or PAN. See each one's GST, ROC and income tax due dates, ask for the documents you need, and start each filing the day the client is ready.
Add a client with a number you already have.
Enter a client's GSTIN, CIN or PAN and we fill in the rest from government records, so each client arrives with its due dates worked out. Your firm is on the list too, as your own client.
- Client details filled from government records
- GST, ROC and income tax due dates worked out
- Invite the client's owner to see their own business
- Up to dateYour firmYou
- ReadyClient A Pvt LtdGSTR-3B next
- WaitingClient BGSTR-1 next
- To doClient C Pvt LtdAOC-4 next
- ReadyClient A Pvt Ltd · GSTR-3BPurchase register received
- WaitingClient B · GSTR-1Sales register missing
- To checkClient E LLP · Form 11Partner details to check
See what is due and who is ready.
Every client's filings in one list, by due date. Each shows whether the client has sent what you need, so your team starts with what can be filed today.
- GST, ROC and ITR work in one list
- Readiness shown per client and filing
- Time recorded against each job
Ask clients for documents, and stop chasing.
Send a client a request for registers, statements or answers. They reply online, reminders go out on the schedule you set, and the filing shows as ready when everything is in.
- Requests for documents and answers
- Reminders on a schedule you choose
- Replies kept with the client's filing
- WaitingSales register for OctoberClient B · reminder sent
- AnsweredBank statement to 31 MarchClient C Pvt Ltd
- SentForm 16Client D
What it covers
The filings a CA firm handles for its clients, on one list.
Filings
GST
GSTR-1, GSTR-3B and annual returns
ROC
AOC-4, MGT-7 and event filings
Income tax
ITR and TDS due dates
Your clients
Clients by GSTIN, CIN or PAN
Filled from government records
Work by due date
Every client, one list
Requests and reminders
Clients answer online
Your firm
Team
Invite your staff
Time
Recorded against each job
Your own filings
On the same list
Questions
About the Compliance Engine for CA firms.
How do I add clients?
With a client's GSTIN, CIN or PAN. We fill in the rest from government records.
Which filings does it track?
GST returns, ROC filings and income tax returns, with each client's due dates worked out from what they are registered for.
Can clients see their own business?
Yes. Invite the client's owner by email; they see their due dates and answer your requests.
Can my team work in it?
Yes. Invite your staff to the firm; each sees the work and records time against each job.
All your clients' filings, one list
Create your firm's account and add your first client.