Totals at the top
Clients, returns approved, bills being read, fees unpaid.
All features
Firm dashboard
Every client, every return, one screen.
The dashboard shows the month for every client: bills received and still being read, invoices to check, GSTR-1 and GSTR-3B status with due dates, who is working on it, open questions and whether the fee is paid.
At a glance
- Bills in, invoices checked, GSTR-1 and GSTR-3B status
- Staff assignment and a My clients filter
- Remind, export to Excel, unpaid fees
How it works
Firm dashboard, step by step
- 01
Pick the month
The dashboard opens on last month, when most returns are due.
- 02
Spot the stuck ones
Overdue returns and clients with no bills stand out.
- 03
Act from the row
Remind a client, open their bills, or export the whole table to Excel.
In detail
What you get
Staff view
Assigned staff on every row; staff can switch to only their clients.
One-click reminder
For a client with no bills, send a reminder email to their contacts and see when you last did.
Search
By client name, GSTIN or staff member.
Excel export
The same table as a spreadsheet for your partners' meeting.
Questions
Good to know
Do staff see every client?
No. Staff see only the clients assigned to them; owners and partners see all.
Also in GST RAJA
Works together with
Run your GST practice like a raja.
Set up your firm, add your first clients by GSTIN and let them upload. Their GSTR will be ready to file in minutes.