Every deadline. Every client.
One calendar.
One Calendar, Every Deadline
Every GST, ITR, TDS, ROC, labour and registration deadline for every client lives on a single calendar. Recurring filings auto-enroll the moment a client is onboarded — no manual setup, no missed cycles.
- Pre-loaded recurring filings — GSTR-1, GSTR-3B, TDS quarters, ROC annual, advance tax
- Per-client compliance enrollment with auto-recurrence
- Month, week, agenda and timeline views
- Colour-coded by compliance type — GST, ITR, TDS, ROC, labour
- One-click jump to the underlying tracker or filing workflow
- AY/FY toggle to plan ahead for the next year
Multi-Level Alerts That Escalate
Configurable alert cadence — 3, 7 and 14 days before due date by default. Alerts go to the assigned preparer first, then escalate to the reviewer, then to the partner. Email, in-app, and WhatsApp.
- Three configurable alert windows per filing — 3 / 7 / 14 days
- Escalation: preparer → reviewer → partner if unactioned
- Email, in-app push, and WhatsApp Business delivery
- Per-client and per-compliance-type alert overrides
- Mute alerts for filed returns automatically
- Penalty preview if a deadline slips — section and amount
Filter, Search & Bulk Act
Filter by client, compliance type, staff, branch, or status. Drag deadlines across days to reschedule. Bulk reassign 50 GST returns from one preparer to another in a single action.
- Filters: client, compliance type, assignee, branch, status, AY
- Saved filter views per staff member
- Drag-and-drop to reschedule (with permission gate)
- Bulk reassign across many clients at once
- Mark filed in bulk with ARN / acknowledgement attachment
- Search across client names, filing types, GSTINs, PANs
Capacity Heat Map
See your firm-wide compliance load at a glance. Heat-mapped days show where capacity is stretched — partners and managers can rebalance before the bottleneck hits.
- Heat map by day, week, or staff member
- Capacity vs load comparison from the Capacity Planning module
- Highlight days where load exceeds capacity in red
- Drill in to see exactly which filings are stacked on a day
- Forecast view — the next 60 days at a glance
- Export to PDF for partner-level monthly reviews
Mobile-ready for partners in the field
Scan upcoming deadlines from your phone between client meetings. Mark filings as done, reassign in two taps, and stay one step ahead even when you’re away from the office.
What changes when deadlines live in one place
Excel sheet maintained by one team member, updated weekly if at all
Live calendar updated automatically as filings are completed across the firm
Deadlines tracked in WhatsApp groups — partners are last to know when something slips
Multi-level escalating alerts — partners get notified 3 days before, not 3 days after
Manual reassignment when staff are on leave — call each client, update Excel
Bulk reassign 50 returns in one click; alerts follow the new owner automatically
No way to see if next week is a 200-filing pile-up until it happens
Heat map shows the next 60 days — rebalance load before the bottleneck
Ready to run your practice on one platform?
Start a 14-day trial or review the product pages on your own.