Multi-client CA Dashboard

CA Multi-Client Dashboard | 2026 Edition

Practice Management

Server Live
AS

Total Clients

0

Pending Filings

0

GST Compliant

0%

Revenue (FY)

₹14.2L

Master Client List

Client / Entity Name GSTIN / TAN Type Status Last Filing Action

Practice Analytics

You have 4 clients with GST returns due this week. Ensure GSTR-3B data is reconciled with GSTR-2B before final submission.

System Alerts

Compliance Deadline

TDS payment deadline for Feb 2026 is in 3 days.

 

Key Functional Features:

  1. Multi-Client Master List: The central table allows practitioners to view all clients' GSTINs, Legal Entity Types, and Compliance Status at a glance.

  2. Compliance Status Logic:

    • Compliant (Green): All returns up to date.

    • Pending (Amber): Last filing missed.

    • Alert (Red): Multiple defaults, requiring immediate intervention.

  3. Practice Analytics Stats:

    • Turnover & Filing Tracking: Real-time calculation of compliance rates across the entire portfolio.

    • Revenue Visualization: Tracks professional fee billing for the financial year.

  4. Print-Ready Professional Reporting: * When printing, the dashboard transforms into a Statutory Client Report.

    • It automatically hides sidebars and interactive buttons while keeping high-contrast typography and borders suitable for laser printing.

  5. Supplier/Client Detail Focus: Each row explicitly maps the GSTIN and Entity Name, which are the primary keys used in GST reconciliation.