Consolidates client master data, group companies, service history, and prospective client tracking in one secure place.
Task & Workflow Automation
Breaks down large jobs into subtasks, standard operating procedures (SOPs), and checklists, supporting automated recurring tasks for GST, TDS, and ROC cycles.
Communication Integration
Converts incoming email and WhatsApp messages directly into actionable tasks linked to the compliance calendar.
Security & Registers
Includes a Digital Signature Certificate (DSC) register, license register, and an encrypted password manager for client credentials.
Billing & Invoicing
Generates proforma invoices, formal invoices, and records payments, alongside multi-billing organization support for branch offices.
Resource & HR Management
Tracks team timesheets, attendance, employee leave, and employee reimbursements.
Client Portal
Provides a centralized portal for client collaboration and document/file tracking.