Product
The Right Data for Every Member of Your Firm
Tailored workspaces designed for Partners, Managers, Senior Staff, and Clients. Deliver extreme clarity and eliminate cross-department noise with customized operational views.
Executive Level
Compliance Health: 99.4%
Managing Partner Workspace
Macro insights into total firm billings, realization rates, pending partner approvals, and firm-wide compliance health.
YTD Billings Realized
₹1.48 Cr
+18.5% YoY Growth
Fee Realization Rate
89.2%
Benchmark: >85%
Pending Partner Sign-offs
8 Files
3 Tax Audits, 5 AOC-4
Active Client Entities
342
100% KYC Verified
Operational Hub
14 Reviews In Queue
Audit Manager Workspace
Team workload distribution, active review queues, delay bottlenecks, and assignment progress meters.
Article Workload Distribution
Rohan M. (5 audits)85% Capacity
Priya S. (6 audits)95% Overload
Bottleneck Diagnostics
Bank Statements Delayed
5 clients have not submitted bank statements for Sep reconciliation.
Review Turnaround Time
4.2 Hrs
↓ 30% faster with SA checklists
Execution Focus
5 Tasks Due Today
Senior Staff & Article Assistant View
Personal task lists, due date countdowns, client document request logs, and 1-click timesheet logging.
My Assigned Tasks
Perform TDS 26Q Reconciliation for Q2
Client: Zen Enterprises • Due in 48 hrs
Draft Form 3CD Clause 17 & 18 Working Papers
Client: Bharat Tech • Due in 4 days
Quick Timesheet Log
Client Portal
Zero Password Friction
Client Dashboard (White-Labeled)
Clean, white-labeled dashboard to upload pending documents, view filing statuses, and download signed audit reports.
Required Documents
1 Pending Document Request
Bank Statement – Oct (PDF)
Filing Status Tracker
GSTR-3B (Aug 2026)
Filed (ARN Attached)
Tax Audit (AY 24-25)
In Partner Review
Signed Reports Download
FY25 Signed Financials
download