An engineer sits inside your practice for a week - not on a call. Working demo by day 7, in production by week 3, the firefighting measurably down by week 8. Built around your client roster, your filing calendar, your notice pile - not a generic compliance app.
So 70-80% of practices run a parallel Excel for the roster, the deadlines, the doc-chasing and the notice log - and it's stale the moment the partner closes the laptop. Here's the one screen we'd build to replace it: every deadline, every client's status, every aging document and every open notice, live.
| Client | GST | ITR | TDS | Notice | Fee |
|---|---|---|---|---|---|
| Sharma & Associates29ABCDS1234F1Z5 | 3B | ✓ | 26Q | - | paid |
| ABC Traders Pvt Ltd29ABCTA9012M1Z3 | 3B | - | 26Q | ASMT | 31d |
| Patel Textiles24AAACP5678L1Z9 | 3B | - | 24Q | - | paid |
| TechStart Pvt Ltd29AAFCT3456K1Z1 | 3B | draft | 26Q | - | 62d |
| Mehta & Sons27AADCM7890J1Z7 | 3B | ✓ | 26Q | - | paid |
| Krishna Foods33AABCK2345N1Z2 | 3B | - | 24Q | SCN | paid |
The asymmetric signature of this page. Concept - what we'd ship in week one, wired to your real client list.
We pull the client's GSTR-2B and match it line-by-line against their purchase register. Every unmatched row is flagged with the likely cause - supplier hasn't filed, PAN mismatch, 180-day ITC reversal, or a blocked §17(5) category - and a per-row suggested action (Wait / Reverse ITC / Amend GSTR-1). One reconciliation that used to eat 2-4 hours a month across 50 clients, bundled into a rectification batch.
A questionnaire drives the right ITR form (capital gains on ITR-1 = defective return). We reconcile the draft against AIS / 26AS in three columns and flag every mismatch. Then we run old vs new regime side by side and put the number on the table - clients routinely overpay ₹18k - 50k by not comparing. The CA reviews the flags and signs; we just make sure nothing slips.
| Head | AIS / 26AS | Your draft | |
|---|---|---|---|
| Salary (TDS 192) | ₹14,80,000 | ₹14,80,000 | |
| Interest (SB + FD) | ₹62,400 | ₹38,000 | −₹24,400 |
| LTCG (equity) | ₹1,18,000 | - | missing |
| TDS credit (26AS) | ₹1,52,300 | ₹1,52,300 |
GSTN, the e-filing portal and TRACES don't let anyone file on autopilot, and they shouldn't. So we're explicit about the split:
You've read the practice dashboard and two engines in full. These are the next asks we hear most from firm owners - each a real workflow, not a feature we're padding the page with.
Statutory and tax-audit stages, ROC/MCA filing dates and DSC expiry on one calendar - so a lapsed digital signature never holds up a filing again.
Assigned clients and hours allocated vs used per team member, with peak-season overload flags and drag-to-reassign before July and December bury someone.
Stop chasing on WhatsApp. Clients upload against a per-engagement checklist; you see exactly what's in and what's still pending, feeding the aged tracker above.
Validate IRN generation and e-way-bill compliance against the NIC portal for clients over the turnover threshold - catch the misses before the buyer's ITC does.
In a trust business, blurring this line once poisons everything. So here it is, first-class: what's live for other industries, and what we'd build for your practice. The fact that we can spec it this precisely before you've signed is the point.
Appointments, patient records and reminders on the clinic's own WhatsApp number - every reply in one shared inbox. Real users, today.
Running / idle / off for every machine on a 20-year-old floor - no PLC, no controller retrofit, clamp-on sensing. Live on a real floor.
The practice dashboard, GST reconciliation and ITR QA are concepts - and we say so. They're our opening move, not our ceiling. Your week-one demo would be real, wired to your clients.
This page shows a few. Your practice has its own hardest one - a reconciliation that never balances, a notice pile you keep losing, a season that breaks your team. Bring it. We'll have a working demo in seven days.