Dashbaord
- Intuitive and informative dashboard for CA and users.
- Provides a comprehensive and progressive overview of company compliance.
- Helps track pending, completed, and overdue compliance tasks in real time.
- Provides user-specific access and permissions based on role and responsibilities
- Provides user-specific access and permissions based on role and responsibilities
- Supports informed decision-making with data-driven insights.
- Monitors uploaded legal and financial documents (e.g., MOA, PAN, GST returns).
- Alerts users to missing or expired documents needing renewal or re-upload.
Masters
- Autofill Company, charges, and Director details from MCA instantly.
- PAN-based autofill for Shareholders, capturing Professional details (CA/CS/COA)
- Secure storage for company, director, shareholder, and professional documents..
- Provides a comprehensive and progressive overview of company compliance.
Compliance Calender
- Control compliance, accounting, tax, and other events effortlessly.
- Efficient task creation for the entire financial year.
- Standard templates for easy and quick task creation.
- Informative views with options for editing, viewing, and status changes.
- Customizable task creation based on company requirements.
- Calendar and table views with reminders for upcoming events.
Annual Details
Meetings:
- Effortlessly create Board meetings, AGM, and EGM as per Companies Act guidelines.
- Rapid generation of required documents (Notice, Acknowledgements, Agenda, Attendance register, leave absence, Draft minutes, etc.).
- Customize agenda using pre-defined templates and online text editor.
- Download PDF and Word documents with customizable formatting.
- Create annual reports (Board report, AOC-1, AOC-2, Auditor’s Reports, lists of Shareholders and Directors) using pre-defined content.
- Swiftly view, edit, and download reports in PDF and Word formats.
- Customize documents using an online text editor and formatting options.
Reports:
Team Chat
- Standard chat system for fast collaboration between users and clients on organisation level
- Enables instant communication between team members and clients.
- Reduces delays in decision-making and task execution.
- Supports private one-on-one conversations.
- Users can share documents, PDFs, images, or spreadsheets directly in the chat.
- Maintains confidentiality and data integrity during sensitive discussions.
- Ensures users stay connected and responsive from anywhere.
User management
- First compliance software providing customized access control at Admin, User, Client, Company, and Tab levels.
- Admins have the authority to grant specific access to users and clients for each company, ensuring precise control over progress.
- Intuitive dashboard offers admins an optimal view of ongoing activities, simplifying decision-making and enhancing administrative efficiency.
- Seamless collaboration facilitated by our cloud-based application, ensuring efficient communication and information sharing.
SUPPORT SYSTEM
- Centralized ticket management system for tracking technical issues and client requests.
- Easy ticket creation for users to raise problems with clear descriptions.
- Automatic ticket ID generation for better tracking and reference.
- Priority and status levels (New, In Progress, Resolved, Closed) for efficient issue handling.
- Role-based access control ensuring the right team members handle the right tickets.
- Attachment support for screenshots, logs, or error files to speed up troubleshooting.
- Notifications and alerts to keep users updated on ticket progress in real-time.
Register Details (Coming Soon)
Complainces (Coming soon)
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