Most firms track compliance in a spreadsheet that one person updates and everyone else guesses at. Compliance Management replaces that with a live status board covering every client and every recurring obligation you handle.
You see the month ahead at a glance, who owns each item, and where a deadline is about to slip — without asking anyone for an update.
What it helps with
- One calendar for GST, TDS, income tax, ROC and other recurring filings
- Client-wise and period-wise status, so nothing sits in someone's head
- Early warning on items that are close to the due date
- A clean record of what was completed and when
At a glance
- Module
- Compliance Management
- Best suited to
- Firms handling 25 to 500+ clients who have outgrown a shared spreadsheet.
- Availability
- Available now
- Pricing
- To be announced
Available now. Pricing announced shortly.
Works alongside
Practice Management
Work allocation, progress and billing status for the whole team — so partners can see where every engagement stands without a status call.
Learn more →Client Notes Portal
A shared, permanent space for client queries, clarifications and supporting documents — so answers stay attached to the client, not to a staff member's phone.
Learn more →AI Bookkeeping, Accounting & Reconciliation
An AI agent trained on Indian accounting that posts entries directly into Tally, Zoho Books or Excel and reconciles as it goes — your team reviews instead of typing.
Learn more →See it on your own client list
A short walkthrough on your data, not a generic demo. We will show you exactly what changes in your week.