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Clients

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ClientTypeCategoriesPAN / GSTINContactFilingsPending ₹Actions
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Filings

Track all compliance filings

Filing TypeClientCategoriesPeriodDue DateStatusActions
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Payments

Track client payments

ClientCategoriesDescriptionTotal ₹Paid ₹Balance ₹Due DateStatusActions
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Tasks

Work assignment & tracking

ClientWork DetailsAssigned ToTask DateStatusUpdate DateCommentsActions
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Staff

Manage your team

NameMobileEmailJoin DateResign DateStatusPasswordActions
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💬 Message Generator

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⚙️ Settings

🏢 Practice Information

🔑 Change Admin Password

Syncing saves admin & all staff passwords to Supabase cloud so any device can login automatically.

💾 Data Backup & Restore

Export all data as a JSON file. Import it on another device or after a browser reset.

💡 Tip: Export regularly. Your data is stored in this browser — clearing browser data will erase it.

☁️ Supabase Cloud Sync Recommended

Connect Supabase for real-time cloud backup and multi-device sync. App works fully offline even without this.

🔐 Login Credentials Backup
Backs up admin & staff passwords to Supabase so you can login from any device without re-creating accounts.
📋 Setup: Create a free project at supabase.com, run the SQL script from Setup Guide in Supabase SQL Editor, then paste your URL and Anon Key above.