Dashboard
📊 Business Analytics
📅 Tax Deadlines Calendar
June 2026
Clients
Manage your client base
All Clients
| Client Name | Client Type | PAN | GSTIN | GST Category | IT Category | Behalf Of | Documents | Status | Actions |
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Task Templates
Apna khud ka task banayein — naam aur steps define karein
Activity Report
User aur Client dono ki activity ek jagah
Client Activity Report
Har client ke liye kya kaam hua — poori detail
📒 Client Ledger
📊 Ledger Balances Report
📅 Day-wise Collection
👥 Advocate Ledger
📒 Client Ledger / Khata
Har client ka alag ledger — monthly fee, task fee, payments sab ek jagah
Client select karein uska ledger dekhne ke liye
Client Workspace
Search a client to manage their tasks, ledger, and share details instantly.
🔍
No Client Selected
Select a client from the left pane or search their name to load their complete workspace.
Assigned Tasks
Tasks assigned to you by the admin
Task Pipeline
Visual workflow of active tasks
📋 Todo / Pending
0
⚡ In Progress
0
✅ Completed
0
User Management
Admin only
All Users
| Name | Phone | Firm | Role | Permissions | Actions |
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