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
💬
AI Active
Ramesh Mehta
Mehta Textiles • WhatsApp
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
Balance Sheet
P&L Statement
Bank Statement
GST Returns
Purchase Bills
PAN Card
3/6 documents received (50%)
PS
Priya Sharma
Form 16
PAN Card
Aadhaar
Bank Statement
3/4 documents received (75%)
GH
Gupta Hardware Store
✓ 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
Mehta Textiles
Kumar Constructions
+12 more
20 Aug 2026
2 days left!
📱
📧
✅
TDS Return — Q1 (Apr-Jun 2026)
Mehta Textiles
+7 more
31 Aug 2026
13 days left
📱
📧
✅
ITR Filing — Individuals & Proprietors
Priya Sharma
Anil Verma
+29 more
31 Aug 2026
13 days left
📱
📧
✅
September 2026
GSTR-1 — Monthly Outward Supplies
11 Sep 2026
24 days left
📱
📧
✅
ROC Annual Return (MGT-7)
Kumar Constructions
+4 more
30 Sep 2026
43 days left
📱
📧
✅
GSTR-3B — July 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.