Welcome, Client
FY 2025–26 · Q4 · Last sync: just now · — deadlines this month
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Filings Completed (FY)
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Upcoming Deadlines
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Open Notices
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Documents Stored
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Monthly pulse
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On-time compliance this month
Quarterly movement
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Deadline discipline vs last quarter
Half-year trend
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Potential cost saved via timely closure
Annual readiness
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Projected governance grade
Upcoming Deadlines
Next 30 days · FY 2025–26
Recent Activity
Live
Compliance Health
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Score
Pro Plan
Active · Renews —
Documents used
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Sun
Mon
Tue
Wed
Thu
Fri
Sat
GST
TDS / Income Tax
ROC / MCA
Filed / Done
Deadlines
Upcoming
Folders
Drop files here or click to browse
PDF, XLSX, DOCX up to 25 MB · Stored locally in this browser—
Action Required
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Under Review
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Resolved (FY)
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Total This FY
Executive Comparison Reports
Monthly, quarterly, half-yearly, and annual reporting for premium clients
Filings completed
18
vs 14 in prior period
On-time score
96%
up 8 points
Open notices
1
down from 3
Estimated savings
₹18,400
penalties avoided / working capital protected
Performance comparison
Current period vs previous period
Compliance health
Healthy overall control profile
91%
Document readiness
Requested items closed faster
88%
Response velocity
Average internal turnaround
2.1 days
Risk exposure
High-value items under watch
Low
Control trend
Quarterly improvements were led by better GST discipline, cleaner document closure, and faster notice response coordination.
Compliance score
Monthly trend — last six months
Filings trend
Monthly filings completed
Cost saved
Penalties avoided & working capital
Module comparison summary
Most useful for promoter reviews, finance calls, and board packs
| Module | Current | Previous | Variance | Priority |
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Account & access
Primary account holder
Client · Primary contact
Active
2-step verification
Enabled for portal access
Session protection
Auto sign-out after inactivity
Communication preferences
WhatsApp alerts
Deadlines, notices, and document reminders
Primary
Email summaries
Monthly and quarterly management summaries
Escalation path
Critical notices route to assigned CA + promoter
Privacy & records
Document handlingStructured vault organization with approval-aware sharing and audit-oriented record retention.
Data retentionImportant compliance records preserved for statutory, audit, and litigation-readiness requirements.
Advisor visibilityRole-based operational access intended for finance, compliance, and promoter review use cases.
Premium operating desk
Assigned CAPriya Sharma
Review cadenceMonthly MIS + quarterly control review
Response SLASame-day acknowledgement on critical notice items
Next strategy review15 Apr 2026 · 4:30 PM