Client Management

Complete 360° client intelligence with relationship tracking, service history, and revenue analytics.

Detailed Client Profiles

Store complete client information including contact details, PAN, GSTIN, business type, and custom fields.

Contact Hierarchy

Manage multiple contacts per client with role-based organization structure and communication preferences.

Service History

Complete timeline of all services rendered, ongoing engagements, and historical interactions.

Revenue Tracking

Track revenue per client, profitability analysis, and lifetime value calculations.

Client Segmentation

Categorize clients by industry, size, service type, or custom tags for targeted management.

Communication Logs

Centralized record of all emails, calls, meetings, and WhatsApp interactions with clients.

Task & Workflow Automation

AI-powered task generation, intelligent assignment, and automated deadline management.

AI Auto Task Generation

Automatically generate tasks based on client data, service agreements, and compliance requirements.

Compliance Calendar

Pre-loaded statutory deadlines for Income Tax, GST, ROC, and other regulatory compliances.

Smart Assignment

Intelligent task distribution based on staff workload, expertise, and availability.

Multi-Level Reminders

Automated email, SMS, and in-app notifications with escalation to managers and partners.

Task Dependencies

Create sequential workflows where tasks trigger automatically upon completion of prerequisites.

Workflow Templates

Pre-built templates for common services like audit, tax filing, incorporation, and compliance.

Billing & Invoicing

Comprehensive revenue management from quotation to collection with GST-compliant invoicing.

GST-Compliant Invoices

Generate professional invoices with automatic GST calculations, HSN codes, and e-invoice support.

Time Tracking

Track billable hours by staff member, client, and service for accurate time-based billing.

Expense Management

Record and bill client-related expenses with receipt attachments and approval workflows.

Receivables Tracking

Monitor outstanding payments with aging analysis, payment reminders, and collection reports.

Quotation Management

Create professional quotations with service descriptions, pricing, and terms & conditions.

Recurring Billing

Automate monthly/quarterly/annual invoices for retainer clients and subscription services.

Document Management

Centralized, secure document vault with version control, audit trails, and instant search.

Client-Wise Organization

Hierarchical folder structure with client-wise, service-wise, and year-wise categorization.

Version Control

Track document revisions with complete change history and ability to restore previous versions.

Role-Based Access

Granular permissions control who can view, edit, download, or delete specific documents.

Full-Text Search

Instantly find documents using keywords, client names, dates, or document content.

Bulk Upload

Upload multiple documents simultaneously with drag-and-drop interface and batch processing.

Digital Signatures

Support for digitally signed documents with signature verification and audit trails.

Team & Performance Management

Real-time visibility into team productivity, workload distribution, and performance metrics.

Workload Dashboard

Visual representation of each team member's task load, deadlines, and capacity.

Performance Metrics

Track task completion rates, average turnaround time, and quality scores by staff member.

Attendance & Leave

Integrated attendance tracking, leave management, and holiday calendar.

Performance Scorecards

Automated performance evaluation based on task completion, quality, and client feedback.

Capacity Planning

Forecast resource requirements and optimize team allocation across clients and services.

Internal Communication

Built-in messaging, task comments, and team collaboration features.

MIS & Business Intelligence

Real-time dashboards and comprehensive reports for data-driven decision making.

Executive Dashboard

Real-time KPIs including revenue, client count, task completion, and team productivity.

Revenue Analytics

Revenue trends, growth rates, service-wise breakdown, and profitability analysis.

Client Analytics

Client acquisition, retention rates, lifetime value, and segmentation analysis.

Service Mix Analysis

Understand which services drive revenue and identify growth opportunities.

Custom Reports

Build custom reports with filters, grouping, and export to Excel/PDF.

Scheduled Reports

Automate report generation and email delivery on daily, weekly, or monthly basis.

Every Feature Your Practice Needs