Dashboard
Good morning
Total Clients
0
Active roster
Open Tasks
0
Outstanding
₹0
Pending collection
DSC Expiring
0
Within 30 days
📑
ITR Tracker
🧾
GST Tracker
🏛
MCA Tracker
📅
Deadlines
Recent Tasks
Upcoming Deadlines
Client Master
All client profiles, credentials and compliance settings
Task Management
Regular compliance tasks and adhoc assignments
Compliance Trackers
ITR · GST · MCA filing trackers with inline editing
💡 Click any cell to edit inline. Auto-populate pulls all active clients.
| # | Code | Client | Tax Audit? | Govt DL | Internal DL | ITR Filed? | Filed Date | Verified? | TA Filed? | TA Date | Revision? | Revision Reason | Pending Reason | Staff Remarks | Admin Remarks |
|---|
Billing
Client billing records and outstanding management
Invoice Generator
Generate professional invoices with firm letterhead
Invoice Details
Client Details
Select a client to auto-fill.
Line Items
| Description | SAC | Qty | Rate (₹) | Amount |
|---|
Pending Reimbursements
Select a client first.
Tax & Adjustments
Summary
Reimbursements
Staff expense submissions and admin approval
DSC Management
Digital Signature Certificate tracking and expiry alerts
UDIN Register
Unique Document Identification Number tracking
Documents
Templates, document preparation and filed documents
💡 Select a template, fill in client details, preview, then download as PDF or copy text.
Document Setup
Additional Details
Select a template to see additional fields.
Leave Management
Staff leave applications and approval
Deadline Calendar
Upcoming compliance deadlines — next 60 days
Settings
Firm profile, billing series, pricing, import tools
🏢 Firm Profile
Click to upload logo
PNG with transparent background recommended
Click to upload
📋 Billing Series
💰 Standard Service Pricing
| Service | SAC Code | Rate (₹) | Description |
|---|
📥 Import Tools
Client Master Import
📊
Drop CSV here or click
Tasks Import
✅
Drop CSV here or click
☁️ OneDrive Data
All data is stored in your OneDrive → TaxclusiveData folder. Use these tools to manage it.