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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.

  • • FIRM SETTINGS AUTH
  • v1.0.6 // SYSTEMS_ORCHESTRATION
  • - CLIENT TYPE & JOB SLIDER
  • - STAFF TASK ASSIGNMENT
  • - PROGRESS & MAN-HOUR TRACKING
  • - PAYMENT TERMS SYNC
  • v1.0.7 // EMAIL_AUTOMATION
  • - AUTOMATED PASSWORD RESET
  • - GMAIL SMTP INTEGRATION
  • - SECURE TOKEN VALIDATION
  • • AUDIT INTEGRITY
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.

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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 Admin Only

Access restricted. Only admins can modify firm details.

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

Assign Work

Work Progress

Password Recovery

Enter your Username or Email. For staff, the reset link will be sent to the Firm Admin.

Set New Password

Your token has been verified. Please choose a strong new password.

Create Tax Invoice

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

Add Calendar Event

Client