Every client's complete picture, on one screen
One record per client holding every entity, filing, notice, document, conversation and rupee outstanding — so anyone on your team is up to speed in a minute, not a handover call.
Client knowledge lives in people's heads
Which is fine until that person is on leave, in a hearing, or has left the firm.
Only one person knows the file
The manager who handles a client carries three years of context in memory. Nobody else can answer a call about it.
The same question, asked again
Clients get asked for the same PAN, the same balance sheet, the same authorisation — because last time it went into someone's inbox.
Nobody knows what is owed
Work gets done, invoices go out late, and outstanding fees are discovered during a year-end review.
A record anyone can pick up
Open a client and see it all: every PAN and GSTIN, every open notice with its deadline, every document, every email and call logged, every task and who owns it, and exactly what is outstanding. No handover required.
Everything in Client 360
Unified Profile
Every PAN, GSTIN, TAN and entity for a client under one record.
Document Hub
Central, permissioned storage with version history for every client document.
Comms Timeline
Every email, call and WhatsApp message logged against the client.
Task Board
Assign and track work per client, with owners and due dates.
Dues & Billing
Outstanding fees per client, tied to the work actually done.
Access Control
Role-based visibility with an audit trail of every view and edit.
Building the record once
Onboard
Capture the client's entities, registrations and authorisations once, in a guided flow.
Connect
Notices, filings and reconciliations from every module attach themselves to the right client automatically.
Collaborate
The team works from the record — tasks, chat and documents all in the same context.
Review
Partners see workload, risk and profitability per client without asking anyone.
Everything a client record holds
Populated automatically as work happens in the other modules.
| Section | Contents | Updated by |
|---|---|---|
| Identity | PANs, GSTINs, TANs, CIN, constitution, addresses | Onboarding |
| Notices | Every open and closed notice with section and outcome | Income Tax, GST, TDS |
| Filings | Returns filed, acknowledgements, assessment years covered | All modules |
| Documents | Financials, authorisations, computations, evidence | Team uploads |
| Communication | Emails, calls, WhatsApp, meeting notes | Team Chat |
| Tasks | Open and completed work with owners | Practice Suite |
| Billing | Invoices raised, collected and outstanding | Practice Suite |
| Access log | Who viewed or changed what, and when | System |
Client records are populated by the modules you use — a firm running only Income Tax will see notices and filings, and can add the rest later without re-onboarding.
Client 360 — questions answered
Pairs naturally with
Build one client record and see the difference
Pick your most complicated client. If TaxEye can hold that one, it can hold all of them.