Good morning, CA Admin 👋
AY 2025-26 Filing Season ·
10
Total Clients
3
Returns Filed
30% complete
5
Pending Filing
4
Docs Missing
6
GST Clients
₹31K
Fees This Season
Filing Progress
AY 2025-26
ITR Filed
30%
✅ Filed
3
🔄 In Progress
2
📂 Docs Pending
4
⏳ Not Started
1
Upcoming Due Dates
Recent Activity
⚠ Urgent Actions
Client Database
Manage all client records · Search · Edit · Track status
| Client ID | Name | PAN | Mobile | ITR Type | GST | Missing Docs | Filed? | ITR Due | Actions |
|---|
Document Centre
View all documents uploaded by clients · Download · Verify
| Client | PAN | Document Name | Category | FY | Uploaded On | Size | Actions |
|---|
Filing Status Tracker
Track every client's ITR & GST filing progress
| Client | PAN | ITR Type | Comp Sent | Approved | Filed | Ack No | Refund | Actions |
|---|
Compliance Calendar
AY 2025-26 — All key due dates at a glance
Send Messages
WhatsApp & Email reminders to clients
Compose Message
Message History
Reports
Season summary and analytics
10
Total Clients
3
ITRs Filed
₹31K
Total Fees
6
GST Clients
Client-wise Summary
| Client | PAN | ITR Type | Filed | Fees | Refund | Ack No |
|---|
Settings
Configure your firm and portal preferences
🏢 Firm Details
☁ Google Drive Integration
Google Drive Folder
Client documents will be saved to subfolders here
Auto-create client folders
Create PAN/FY subfolder automatically on upload
Notify on new upload
Email alert when a client uploads a document
🔔 Automation
Auto reminder — missing docs
Send email after 7 days if docs still pending
Due date alerts (30/15/7 days)
Automated alerts before filing deadlines
WhatsApp Business API
Connect via Interakt / AiSensy / Wati
🔒 Firebase Configuration
This portal uses Firebase for authentication, Firestore for database, and Firebase Storage for documents.
Replace the config below with your own Firebase project credentials.
Priya Patel
PAN: BCPPP5678D · AY 2025-26
ITR-1
No GST
Return Status
Filed ✅
Filing Journey
Completed
Documents Required
Upload Documents
Securely share your documents with your CA
Upload New Document
Drop files here or click to browse
PDF, JPG, PNG, Excel — Max 10MB per file
My Uploaded Documents
My Return Status
Track exactly where your filing stands
AY 2025-26 — Filing Timeline
My Due Dates
Important deadlines for AY 2025-26
My Profile
Update your information and password
Personal Details
Change Password
Job Cards
Track every job · time · cost · status — Australia-style FYI workflow
🔍
Billing & Invoices
Generate invoices · Track payments · Send to clients
All Invoices
| Invoice # | Client | Job | Date | Due Date | Amount | GST | Total | Status | Actions |
|---|
Payment Tracking
Razorpay & Stripe · Paid · Pending · Overdue · Reminders
Payment Overview
₹0
Collected
₹0
Pending
₹0
Overdue
| Invoice # | Client | Amount | Gateway | Txn ID | Paid On | Due Date | Status | Actions |
|---|
My Invoices
View and pay your invoices securely online
| Invoice # | Description | Date | Amount | Status | Action |
|---|
Settings
Firm details · GST configuration · UPI payment setup
⚙ GST Applicability Control
Toggle ON when your turnover crosses the GST threshold
GST OFF
💳 UPI Payment Settings (Free — 0% fee)
✅ UPI is 100% free — no transaction fee, no monthly fee, no setup fee. Money lands directly in your bank account instantly.