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
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