What is overdue, and what falls due in the next seven days.
Your client drops the files. No account needed.
A link for one client and one period. The return is built on their device; what reaches you is the prepared return and its checks, never the files. It lasts 14 days and can be closed sooner.
Assigned client by client.
Owners and managers see every client. A staff member sees only those assigned to them, on the board, the calendar and Blockers as on each client’s pages, enforced in the database reads rather than hidden on the screen. Every change to a client, to the team or to the firm’s settings is on an activity log the owner and managers read, with who made it and when. Two-step sign-in is required of the owner.
Bring the client list from a spreadsheet.
Excel or CSV. Each GSTIN’s check digit is checked on the way in, and nothing is added until every row passes. The owner can take everything out as one zip from Settings.100 GSTINs and 25 logins.
Every check, unlimited prepared returns, unlimited bills read from photos and unlimited assistant questions. Start on the free plan and move up when the client list does.