Dashboard — Aaj ka overview
🔔
👥
Total Clients
247
↑ 12 this month
Pending Deadlines
18
3 urgent (7 days)
💰
Fees Collected
₹8.4L
↑ 23% vs last month
📬
Pending Fees
₹2.1L
4 clients overdue
🔥 Upcoming Compliance Deadlines View All →
🤖 AI Agent Activity Live
Queries Handled Today 34
Reminders Sent 87
Docs Auto-Verified 12
Leads Qualified 7
Fees Collected (AI Follow-up) ₹45,000
📊 Lead Pipeline View →
12
Active Leads
₹3.8L
Pipeline Value
👥 Recent Client Activity View All Clients →
Client Name Services Last Activity Pending Doc Status Action
🤖 AI Client Support Agent
WhatsApp/Email se aane wale client queries ka AI automatically reply karta hai. CA ka time bachata hai.
Live Chat Preview 🤖 AI Powered
💬
Ramesh Mehta
Mehta Textiles • WhatsApp
AI Active
Namaste! Mujhe GSTR-3B ke baare mein poochna tha, kab tak bharna hai August ka?
Ramesh Mehta • 10:24 AM
🙏 Namaste Ramesh ji! August 2026 ka GSTR-3B filing ki last date 20 August 2026 hai. Aapka GSTIN 23AABCM1234F1Z5 hai na? Main check kar raha hoon ki aapka data ready hai ya nahi…

⚠️ Aapka Bank Statement abhi pending hai. Kripya jald se upload karein taaki hum time par file kar sakein.
🤖 AI Agent • 10:24 AM • Auto-replied
Haan wahi hai mera. Bank statement kahan bhejun?
Ramesh Mehta • 10:26 AM
Bilkul! Aap document 3 tarike se de sakte hain:

📲 WhatsApp: Is number par hi bhej dein
📧 Email: [email protected]
🔗 Portal: client.sharmaassociates.in/upload

Document receive hone par aapko confirmation milega. Koi aur sawaal?
🤖 AI Agent • 10:26 AM • Auto-replied
Fees kitni hogi GSTR-3B ki?
Ramesh Mehta • 10:28 AM
Ramesh ji, fees ke baare mein CA sahab se baat karein — main unhe notify kar raha hoon. Woh aapko aaj dopahar tak reply karenge. 🙏
🤖 AI Agent • 10:28 AM • Escalated to CA
🤖
94%
Auto-resolve rate
18s
Avg response time
📬
247
Queries this month
👨‍💼
16
Escalated to CA
Top Frequently Asked Questions
📅 GSTR-3B ki deadline kab hai? 48 asks
📄 ITR file karne ke liye kaun se documents chahiye? 41 asks
💰 GST registration ke liye fees kitni hai? 33 asks
🏢 Pvt Ltd company kaise banate hain? 27 asks
⚠️ Late filing penalty kya hogi? 22 asks
📄 Document Collection Hub
Client se required documents track karein. Missing documents ka automatic WhatsApp/Email reminder bhejein.
All Clients
Missing Docs
Pending Verify
Complete
ITR Season
MT
Mehta Textiles Pvt Ltd
ITR Filing • Due: 31 Aug 2026 • 3 docs missing
📊
Balance Sheet
💼
P&L Statement
🏦
Bank Statement
📋
GST Returns
🧾
Purchase Bills
📄
PAN Card
3/6 documents received (50%)
PS
Priya Sharma
ITR (Individual) • Due: 31 Aug 2026 • 1 doc missing
📃
Form 16
💳
PAN Card
🏠
Aadhaar
🏦
Bank Statement
3/4 documents received (75%)
GH
Gupta Hardware Store
GST Filing • Due: 11 Sep 2026 • All docs received ✓
✓ Complete
📊
Sales Register
🧾
Purchase Bills
🏦
Bank Statement
All documents received ✓
🔔 Compliance Deadline Tracker
GST, ITR, TDS, ROC deadlines auto-track hoti hain. Clients ko automatic reminders milte hain 7, 3, 1 din pehle.
3
🚨 Urgent (<7 days)
8
⚠️ Upcoming (30 days)
12
✅ Filed This Month
156
📬 Reminders Sent
August 2026 — Urgent
📋
GSTR-3B — Monthly Return
14 clients pending • GST Department
Mehta Textiles Kumar Constructions +12 more
20 Aug 2026
2 days left!
📱
📧
💼
TDS Return — Q1 (Apr-Jun 2026)
8 clients pending • Income Tax Dept
Mehta Textiles +7 more
31 Aug 2026
13 days left
📱
📧
📊
ITR Filing — Individuals & Proprietors
31 clients pending • Income Tax Dept
Priya Sharma Anil Verma +29 more
31 Aug 2026
13 days left
📱
📧
September 2026
📋
GSTR-1 — Monthly Outward Supplies
22 clients • GST Department
11 Sep 2026
24 days left
📱
📧
🏢
ROC Annual Return (MGT-7)
5 companies • Ministry of Corporate Affairs
Kumar Constructions +4 more
30 Sep 2026
43 days left
📱
📧
GSTR-3B — July 2026
All 22 clients filed • Completed on 19 Jul 2026
20 Jul 2026
Completed ✓
📊 Lead Qualification Pipeline
Website/WhatsApp enquiries → AI qualify → Auto follow-up
4
🆕 New Enquiry
Sunita Agarwal
GST Registration + ITR
📱 WhatsApp • 2 hours ago
Ratan Steel Works
Company Incorporation
🌐 Website • 5 hours ago
Dr. Pooja Mishra
Professional ITR Filing
📱 WhatsApp • Yesterday
Verma Transport Co.
GST + TDS
📱 WhatsApp • Yesterday
3
🤖 AI Qualifying
Kapoor Pharma
AI Active
Audit + ROC + GST
🤖 AI asking 3/5 questions…
Shreya Fashion
AI Active
GST Registration
🤖 Qualification 80% done
Anand Electronics
Bookkeeping + ITR
⚠️ Low budget concern
3
📤 Proposal Sent
Bharat Logistics
Full Compliance + Audit
Proposal sent 3 days ago
⏰ Follow-up due today
S.K. Builders
GST + ROC + TDS
Proposal sent 1 week ago
🚨 No response — escalate
Rani Jewellers
ITR + GST + Bookkeeping
✅ Client replied positively
2
🎉 Won — Onboarding
Patel Agro Foods
Annual Compliance Package
🎉 Converted! Agreement signed
Onboarding in progress
Joshi Medical Store
GST + ITR
🎉 Converted! Payment received
Docs collection started
🧾 Invoice & Fee Management
Pending fees identify karein, automatic WhatsApp/Email reminders bhejein, payment status track karein.
₹10,54,500
Total Billed (Aug 2026)
₹8,41,500
✅ Collected
₹2,13,000
⏰ Outstanding
💸 Outstanding Invoices
Client Invoice # Service Amount Due Date Overdue Status Action
Kumar Constructions
📱 9876543210
INV-2026-089 GST Filing ROC ₹75,000 01 Aug 2026 17 days 🚨 Overdue
Mehta Textiles
📱 9012345678
INV-2026-091 GSTR-3B TDS ₹48,000 10 Aug 2026 8 days ⚠️ Due Soon
Priya Sharma
📱 9345678901
INV-2026-094 ITR Filing ₹12,000 20 Aug 2026 📨 Reminder Sent
Verma Transport Co.
📱 9456789012
INV-2026-082 GST TDS Q4 ₹78,000 15 Jul 2026 34 days 🚨 Legal Notice
🤖 AI Auto-Reminder Schedule
7⃣
7 Days Before
Polite WhatsApp reminder
3⃣
3 Days Before
WA + Email follow-up
🚨
Overdue
Escalate to CA partner
👥 Client Management
Aapke sare clients, unki services, documents aur history ek jagah.
👥
247 Active Clients
Complete client directory with search, filters, and service history.
✅ Task Management
Team ke sare tasks, assignments aur deadlines track karein.
38 Open Tasks
Assign tasks to team members, set priorities, and track completion.
📈 Reports & Analytics
Practice performance, revenue trends, and compliance rates.
📈
Business Intelligence Dashboard
Revenue trends, client growth, compliance completion rates, and AI savings.
⚙️ Settings
WhatsApp integration, email templates, reminder schedules configure karein.
⚙️
CRM Settings
WhatsApp API, email SMTP, AI agent prompts, reminder schedules, user management.