Client records
Create, update and archive customer profiles. Record scope and engagement authority.
Bring clients, monthly work, document requests, pending actions, reviews, filing readiness and fee records into one practical workspace.
Email-verified registration. No invitation key required. No automatic GST return filing.
Manage daily work independently while keeping period records and review decisions linked.
Create, update and archive customer profiles. Record scope and engagement authority.
Open recurring GST periods with a checklist and document requirements.
Track work, owners and outstanding exceptions in a separate action list.
Track required documents, reviews, waivers and supporting references.
Record decisions and filing evidence with practitioner oversight.
Track draft fees and export permitted practice data as CSV or JSON.
Verify the owner's email to create a private workspace.
Add client profiles, filing cadence and service scope.
Collect sources, clear pending actions and review evidence.
Complete preflight, record closure and download permitted records.
Get a private workspace with email verification. Already registered? Sign in and continue where you stopped.