Compliance
Track every regulatory obligation across 14 compliance types — never miss a deadline again.
Tax Compliance Tracking
GST, ITR, TDS, and ROC deadline tracking with automated alerts. See every client, every due date, and every compliance status on a single dashboard.
- GST monthly/quarterly compliance calendar
- ITR annual deadline tracker with document collection status
- TDS quarterly deadline tracking and challan due dates
- ROC annual deadline tracker (AOC-4, MGT-7, ADT-1)
- Advance tax instalment reminders (15 Jun, 15 Sep, 15 Dec, 15 Mar)
- Tax audit due-date tracking per client
- Bulk status updates for volume compliance seasons
Regulatory & Sector Compliance
Monitor obligations beyond tax — SEBI, RBI-FEMA, HR laws, and sector-specific regulations. Each compliance type has its own tracker with relevant fields and deadlines.
- SEBI compliance — quarterly, half-yearly, and annual returns
- RBI-FEMA — ECB returns, FDI reporting, LRS compliance
- HR compliance — PF (ECR), ESI, Professional Tax, Shops & Establishment
- Labour law compliance — gratuity, bonus, minimum wages
- Capital markets compliance monitoring
- Sector-specific custom compliance types
- Regulatory update feed with impact assessment
Registration & Licence Management
Track registrations, renewals, and expiry dates for all client licences — from FSSAI to trademarks. Automated reminders ensure nothing lapses.
- Trademark and patent registration tracking
- ISO certification renewal management
- LLP compliance — annual return, Statement of Account
- Shop & Establishment licence renewals
- FSSAI licence expiry and renewal tracking
- MSME / Udyam registration management
- Import-Export Code (IEC) updates
- Professional tax registration per state
Health Scoring & Alerts
Compliance health scores per client, auto-generated risk reports, and multi-level deadline alerts that escalate from team member to partner.
- Client compliance health score (0-100)
- Firm-wide compliance dashboard with heat map
- Multi-level deadline alerts — 3, 7, and 14 days before due
- Escalation workflow — team member to manager to partner
- Compliance risk reports for client review meetings
- Historical compliance track record per client
- Penalty and interest calculator for missed deadlines
- Exportable compliance summary for client presentations
What changes when you switch
Deadlines tracked in a shared Excel sheet updated manually each month
Auto-populated compliance calendar with 14 compliance types pre-configured
Missed deadlines discovered only when penalty notices arrive
Multi-level alerts at 14, 7, and 3 days with partner escalation
No visibility into overall compliance health across the client base
Client-wise health scores and firm-wide compliance heat map
Licence renewals forgotten until clients call asking why their FSSAI lapsed
Registration tracker with automated renewal reminders months in advance
Works with
Ready to run your practice on one platform?
Start a 14-day trial or review the product pages on your own.