Multiple notices and hearing dates across clients lead to missed timelines. Emails, spreadsheets and reminders aren't enough when the team is stretched.
ITR/26AS/AIS and case status are scattered across portals, folders and chat messages. Building a complete client picture takes hours each time.
Different formats across team members cause quality and compliance risk. Without standardized templates, partner review takes longer and errors slip through.
Year-wise ITR/26AS/AIS and all proceedings in one profile. See the complete picture before any meeting.
Central dashboard for Income Tax/GST/TDS notices — all clients, all types, one view.
Global + firm templates + AI hybrid drafting — consistent replies across your whole team.
Tasks, calendar, billing and reports — connected to every case and client in one platform.
Complete client profile with ITR, 26AS, AIS and cases
All notices, deadlines, owners and SLA in one view
Template selection, fact input, AI suggestions, approvals
SLA buckets, kanban, retainer status and aging