Intro 0:00 / 0:00
Being a CA is hard.
Clients ignoring reminders
Fees unpaid for months
Deadlines missed
Late nights, every season
Not anymore.
"Sir, I forgot to file my ITR."
— Your client. Every. Single. Year.
⚙️
AUTOMATION SETTINGS
Enable Reminders
Frequency Weekly
Work done. Fees? Still unpaid.
🔴 Top Unpaid Clients
1-Click Reminder
Divya Menon 30+ Days
₹50,000
Vedant Dhadge 11-30 Days
₹15,000
Rahul Sharma 1-10 Days
₹8,500
Every deadline. One calendar.
September 2026
Today
All
ITR
GST
AUDIT
ITR
GST
Audit
Expected Date
Overdue
28 events this view
SUN
MON
TUE
WED
THU
FRI
SAT
Thursday, 10/09/2026
1 event
×
Vedant Dhadge
GST - August 2026 - Vedant Dhadge (Expected Date)
Assignee: Suraj... Manager: No Ma...
Workflow Progress
Done
5
Billed
6
Invoice Sent
GST
Urgent
Never miss a filing again.
THE OLD WAY
…497 more left to message manually
WITH SARTTHI
WhatsApp Broadcast
497 clients selected · GSTR-1 Reminder
MESSAGE PREVIEW
Dear {Client Name}, your GSTR-1 filing is due on 11th Sep 2026. Please upload your purchase & sales data via your portal link. 🔗
{Client Name}
{Due Date}
{Portal Link}
Send to 497 Clients
Every task. Tracked.
Task Pipeline
Filter
Kanban
+ Create Task
To Do 5
AUDIT - FY 2026-27 - Manish Tiwari
👤 Client: Manish Tiwari
📞 7345678902
👤 Executive: Vedant Dhadge
💼 Business: Tiwari Constructions
MEDIUM
V
GST - August 2026 - Pratik
👤 Client: Pratik
📞 123123123132
👤 Executive: Suraj Bagul
💼 Business: N/A
MEDIUM
S
In Progress 3
Rajeev Mehta
👤 Client: Rajeev Mehta
📞 8432567891
⚙️ Exec: Tejas Chaudhari
MEDIUM
T
In Review 2
AUDIT - FY 2026-27 - Aarti Kumar
👤 Client: Aarti Kumar
📞 8762345671
👤 Executive: Vedant Dhadge
💼 Business: N/A
HIGH
S
Reraised 1
GST - Q1 Apr-Jun FY 26-27 - Ishita Jain
👤 Client: Ishita Jain
📞 9321456780
👤 Executive: Vedant Dhadge
💼 Business: Jain Jewelers
MEDIUM
V
Done 2
AUDIT - FY 2026-27 - Divya Menon
👤 Client: Divya Menon
📞 7766334455
👤 Executive: Vedant Dhadge
💼 Business: Menon Exports
MEDIUM
V
Stay in sync with your team. Right now.
Manager & Team Progress
Vedant Dhadge 85%
Suraj Sharma 60%
Ishita Jain 40%
Pratik 95%
Today's Attendance
Sep 10
V
Vedant Dhadge
Punch In: 09:14 AM
Present
S
Suraj Sharma
Punch In: 09:28 AM
Present
I
Ishita Jain
Sick Leave
On Leave
P
Pratik
Not Punched In
Pending
18
PRESENT
2
LEAVE
Emails & WhatsApps. Zero effort.
ITR Filing Alert
Automated Email
To: pratik@example.com
10:00 AM
Subject: Action Required - ITR Due
Dear Pratik,

This is a gentle reminder that your Income Tax Return for FY 25-26 is due shortly. Please upload the pending Form 16 and bank statements to your portal so we can begin the filing process.
Upload Documents
Happy Birthday! 🎉
Automated WhatsApp
To: +91 99881 12233
09:00 AM
Dear Nandini,
Sartthi CA Practice wishes you a fantastic birthday! 🎂 We appreciate your continued trust in our services.

Have a wonderful day ahead!

- Sartthi CA Practice
Payment Overdue
Automated WhatsApp
To: +91 76543 21098
02:30 PM
🔴 Alert: Invoice #45102 for ₹15,000 is now 30 days overdue.

Please clear the dues immediately to avoid late fees. Click the link below to pay instantly via UPI.
Pay Now ₹15,000
Your entire practice.
One dashboard.
FIRM REVENUE
₹4.2L
↑ 12% this month
🎉 Customer Relations
Brijesh Swaminathan
Birthday · TODAY
📞 Call
Pallavi Ahuja
Birthday · TODAY
📞 Call
Champak Ram
Birthday · TODAY
📞 Call
ℹ Support Tickets
✅
No open tickets!
📍 Today's Attendance
4
PRESENT
1
ABSENT
✅ ITR Approvals
John Doe
LateFee
Review
Alice Smith
LateFee
Review
Rahul Sharma
LateFee
Review
📊 Team Progress
Tejas11%
Suraj17%
Pratik65%
📅 Upcoming Due Dates
GST - FY 2026-27 - Riya Sen
Due: Statutory 4/30/27
ITR - AY 2027-28 - Nandini Bose
Due: Statutory 7/31/27
ITR - AY 2027-28 - Aarti Kumar
Due: Statutory 7/31/27
TOTAL CLIENTS
537
Active accounts
⚠ Top Unpaid
Divya Menon₹5k
Vedant Dhadge₹5k
Total ₹10,000 outstanding
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