Manage your client relationships efficiently
Active clients this quarter
+12% from last month
Awaiting your attention
Annual tax review completed
2 hours ago
GST compliance consultation scheduled
Yesterday
Income tax return filing in progress
3 days ago
Track and manage all tax compliance requirements
Preparation complete, ready for submission
Documentation in progress
Validation completed
Next deadline: Income Tax Return filing for 47 clients
Your intelligent tax compliance companion
AI processes your documents and extracts key tax information automatically
AI predicts compliance risks before they become issues
How can I help you with tax compliance today?
Secure document management and workflow automation
AI extracts data from invoices automatically
Organized and ready for filing
Secure document sharing with clients
Drag & drop or click to upload
Track practice revenue and growth trends
This month
Monitor client compliance and retention
Compliance rate
AI-powered tax optimization suggestions
Opportunities found
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Add an extra layer of security to your account
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