CA Task Manager

Compliance Tracker

Managing active tasks across all modules.

All Tasks My Tasks

All

All Status Not Started In Progress Review Overdue

	Task Details	Client	Module	Assignee	Due Date	Status	Priority

Visual Workflow

Drag and drop tasks to update status.

Client Portfolio

Managing active clients and entities.

Deadline Calendar

Tracking statutory compliance deadlines and blocked dates across the workspace.

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Upcoming Dates

Analytics & Performance

Live team productivity, module mix, overdue risk, and billed contribution.

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Task Aging

Module Mix

Team Snapshot

Workload Trend

Top Performers

Sorted by completion and billed work

User Performance

Detailed team productivity breakdown

Member	Role	Assigned	Completed	Open	Overdue	Rate	Billed

Recent Overdue

Client	Module	Days

Quotations

Create draft quotations, review commercial terms, and send them to clients before billing begins.

How Quotations Work

Create a draft quotation for any client, add service line items using your module billing rates, review the draft PDF, and then send it by email or WhatsApp. After review, you can approve, reject, expire, cancel, or convert an approved quotation into a draft invoice without re-entering the commercial line items.

Draft Quotes

Editable quotations not sent yet

Client Shared

Sent or approved quotations already shared

Quoted Value

INR 0

Combined total across all quotations

Clients Quoted

Unique clients with at least one quotation

Client Quick Start

Start a draft from an existing client

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Quotation Register

Drafts, sent quotations, and printable previews

All Draft Sent Approved Rejected Expired Cancelled Converted

Quotation	Client	Valid Until	Total	Status	Actions
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Billing & Invoices

Generate invoices once a client’s work is fully completed.

How Billing Works

When every open task for a client is marked Completed, that client appears in Billing Ready Clients. Click Generate to create the invoice, review the draft, and then use Send Invoice to dispatch it to the client. Draft and sent invoices can also be cancelled with a reason if the billing needs revision or should not go out. If anything is missing after completion, an admin can reopen the task, update or reassign it, and the client will stop being billing-ready until all work is completed again.

Ready To Bill

Clients with all tasks completed

Draft Invoices

Generated but not sent yet

Sent Invoices

Already dispatched to clients

Draft Value

INR 0

Current draft invoice total

Billing Ready Clients

Auto-calculated from completed tasks

Checking eligible clients...

Invoice Register

Drafts, sent invoices, and printable previews

All Draft Sent Cancelled

Invoice	Client	Period	Total	Status	Actions
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Activity Feed

Stay updated on task changes and upcoming deadlines.

Recent Notifications

Filter by Type

Team Management

Track your staff, roles, and assignment capacity.

Total Members

Across the current firm workspace

Active

Available for new assignments

Admins

Can manage firm settings

Open Tasks

Currently assigned and not done

All Active Inactive

All Roles Admins Senior Assoc Associates Managers

Member	Role	Assigned	Status	Last Login	Actions
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Platform Control

Workspace Control

Create tenant workspaces, manage tenant admins, and review platform activity from a dedicated Super Admin area.

Create Or Edit Workspace

Each workspace represents one client firm on the platform. Tenant admins manage only their own users, teams, and business clients.

Super Admin

Use this form to onboard a new tenant or update an existing workspace and tenant admin.

Workspace / Firm Name *

Status

Admin Full Name *

Admin Email *

Admin Password

Email onboarding credentials

If SMTP is configured, send the workspace login link and temporary password to the tenant admin after creation.

Plan

Subscription Status

Billing Cycle

User Limit

Client Limit

Task Limit

Trial Ends On

Renews On

Subscription Notes

When editing an existing workspace, leave the password blank to keep the current admin password unchanged.

Workspace List

Manage all tenant workspaces from one scalable register.

Search Workspace

Status Filter

Plan Filter

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Platform Dashboard

Review workspace counts, status split, and commercial activity across the platform.

Platform View

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Workspace activity summary

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Workspace Preferences

System Configuration

Manage your profile, modules, billing defaults, recurring templates, and device readiness from one cleaner workspace.

Profile & Firm Details

Keep your account information and contact details current.

Always Available

Full Name

Email Address

Phone Number

Role

Recurring Task Templates

Review reusable schedules and quickly enable or pause them.

Automation Ready

Use this area whenever you want to maintain reusable compliance schedules without leaving Settings.

PWA & Offline Info

Check install support, offline readiness, and device compatibility.

Push Notifications

Control browser notification permission and app-level alert delivery for this device.

Browser Permission Checking...

App Preference Checking...

Checking notification support for this browser.

SMTP Delivery

Manage server email delivery for invoice PDFs without editing `config.php` on each environment.

Admin Only

Configuration Checking...

Password Saved Checking...

Loading SMTP delivery status.

SMTP Host

Port

Encryption

Timeout (seconds)

SMTP Username

SMTP Password

From Email

From Name

The saved password is kept as-is when this field is left blank. For production, use a dedicated mailbox account and HTTPS.

White Label & Branding

Manage app name, uploaded logo, firm details, and white-label copy for login, sidebar, and PDF output.

Admin Only

App Name

Office Label

App Tagline

Logo URL

Upload Logo

Recommended: wide logo with transparent or white background. The uploaded image will be optimized for app branding and PDF headers.

Logo Preview

Firm Name

Support Email

Support Phone

Website

Address

Logo URL is used in the app UI. PDF output uses the saved branding text and firm details for white-label presentation.

Production Deployment Checklist

Review live-server readiness, auth hardening, public file protection, and final launch blockers in one place.

Checking...

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Security Settings

Manage session timeout, login throttling, and password policy for the entire application.

Admin Only

Session Timeout Checking...

Password Policy Checking...

Loading security policy.

Session Timeout (minutes)

Max Login Attempts

Lockout Duration (minutes)

Minimum Password Length

Require Number

Passwords must include at least one numeric character.

Require Uppercase + Lowercase

Passwords must include both uppercase and lowercase letters.

Require Special Character

Passwords must include at least one non-alphanumeric symbol.

Security Controls

Password and sign-in protection settings for the current user.

Access Restricted

Your current role does not have permission to open this section.

Forgot Password

Compliance Tracker

Visual Workflow

Client Portfolio

Deadline Calendar

Upcoming Dates

Analytics & Performance

Task Aging

Module Mix

Team Snapshot

Workload Trend

Top Performers

User Performance

Recent Overdue

Quotations

Client Quick Start

Quotation Register

Billing & Invoices

Billing Ready Clients

Invoice Register

Activity Feed

Recent Notifications

Filter by Type

Team Management

Workspace Control

System Configuration

Access Restricted

Task Title Loading...

Add Checklist Item

Configure New Template

Add Holiday or Blocked Date

Create New Task

Add Module

Register New Client

Upload Client CSV

Add Team Member

Change Password

Reset Team Password

Generate Invoice

Invoice

Edit Invoice Draft

Update Invoice Status

Create Quotation Draft

Quotation

Update Quotation Status