Clients, compliance deadlines, tasks, documents, billing and your client-facing portal — one system for the whole firm, with each staff member seeing only what they've been given access to.
Login to your accountAccounts are created and assigned by your firm's administrator — there is no public sign-up.
Every client's engagements, compliance status, documents, invoices and open notices on one overview page.
GST, income tax, TDS and ROC due dates are generated automatically and tracked to filing.
Request documents from a client, they upload from their own login, and a full history is kept of every exchange.
Build invoices, track payments and outstanding balances, and generate PDF invoices for clients.
Add staff accounts and decide exactly which sections and clients each person can see and use.
Clients get their own portal to view requests, upload documents, and see invoices and final deliverables.