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Firm
Admin
SA

Recent Uploads

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Quick Stats

Revenue Overview

Uploads

Upload Tally reports (.xml, .csv, .xlsx) for automated analysis.

upload_file

Drop your Tally report here

Supports .xml, .csv, .xlsx up to 50MB

Recent Uploads

No files yet.

Data Integrity Verification

Cross-check compliance documents and ledger entries.

Ready0%

inventory_2 Reports for Audit

account_balance_wallet

GSTR-2B Reconciliation

Compare ITC from books with portal.

description

Form 168 (AIS) Match

Cross-verify Annual Information Statement.

receipt_long

Bank Statement Sync

Find missing bank transactions.

Run verification to see results.

Discrepancy Ledger

Verification errors across Tally reports.

Critical
0
Pending
0
Accuracy

Upload reports and run verification first.

Client Vault

No clients yet

Compliance Calendar

April 2026

Critical Statutory Deadlines

Staff Management

Create and manage staff accounts.

Client Invoices

Billing & payment tracking. Admin Only

Total Billed
₹0
Received
₹0
Outstanding
₹0

No invoices yet.

Settings

Profile, firm info & preferences.

Profile

U

User

Role

Firm

Calendar Alerts

Upcoming Deadlines

Receive alerts 24 hours before compliance filings are due.

Weekly Agenda Digest

A Monday morning summary email of all scheduled tasks.

Verification & Discrepancies

Critical Mismatches

Immediate alert when GSTR/Form 168 verifications fail with high severity.

Upload Success Reports

Notification when a bulk Tally upload finishes processing.

Firm Broadcasts

Administrative Memos

Receive global broadcast messages pushed by Firm Admins.

New Staff Registration Admin Only

Alert when a new staff member successfully joins your Firm ID.

Register New Client

🔒 Admin — Payment & Reputation

Add Staff Account

Create Tax Invoice

GST Compliant
Taxable Value: ₹0.00
Total Invoice Amount: ₹0.00

Add Calendar Event

Client