Good morning, Rahul
Here is what needs you today.
Files to review
7Review nowOpen requests
12See allOverdue
3See overdueClients on plan86 of 100At 90% we will suggest an upgrade. Billing
Recent uploads
| Client | File | Request | Received | |
|---|---|---|---|---|
| Priya Mehta | form16.pdf | ITR FY 2026-27 | 10:42 | Review |
| Sanjay Deshmukh | bank-sep.pdf | ITR FY 2026-27 | Yesterday | Review |
| Mehta Traders | ledger.xlsx | Audit FY 2025-26 | 12 Sep | Review |
Open and overdue requests
| Request | Client | Due | Status |
|---|---|---|---|
| ITR FY 2026-27 | Priya Mehta | 15 Nov | 6 of 8 |
| Audit FY 2025-26 | Mehta Traders | 30 Sep | Overdue |
| GST Sep 2026 | Arjun Rao | 20 Oct | Complete |
Getting started
3 of 6
- Create your account
- Add a Client
- Send a request on WhatsApp
- Add your Team
- Set logo and brand colour
- Watch: set up your first 10 Clients
Security checklist
4 of 6
- Every Team member has their own login
- Login codes on for the Owner
- Monthly Security Report switched on
- Access log kept 12 months
- Add your privacy notice link
- Set how long you keep Client files
Help your Clients
Your Clients are still sending documents on WhatsApp? Share the how-to with them.
Help for Clients