Owner Panel
Onboarding Requests
Review signup/demo requests, move them into workspace preparation, and activate new workspaces with a controlled owner workflow.
Request Queue
Use this queue to review, reject, or prepare workspaces from public signup requests.
Request Queue
Use this queue to review, reject, or prepare workspaces from public signup requests.
Loading onboarding requests...
Owner Flow
Keep the onboarding journey consistent for every workspace.
Owner Flow
Keep the onboarding journey consistent for every workspace.
1. Review Request
Check firm name, Tenant Admin details, and requested plan.
2. Prepare Workspace
Prefill the workspace form from the request and adjust plan or limits if needed.
3. Activate Tenant Admin
Create the workspace, seed defaults, and email credentials if delivery is enabled.
Compliance Tracker
Managing active tasks across all modules.
Scope
All Tasks
My Tasks
Module
All
Status
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.
| Client / Workspace | Type / Plan | Contact | GST / PAN | Status | Activity | Actions |
|---|
Deadline Calendar
Tracking statutory compliance deadlines and blocked dates across the workspace.
Upcoming Dates
Analytics & Performance
Live team productivity, module mix, overdue risk, and billed contribution.
Loading the latest performance data...
Task Aging
Module Mix
Team Snapshot
Workload Trend
Top Performers
User Performance
| 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
0
Editable quotations not sent yet
Client Shared
0
Sent or approved quotations already shared
Quoted Value
INR 0
Combined total across all quotations
Clients Quoted
0
Unique clients with at least one quotation
Quotation Register
Drafts, sent quotations, and printable previewsClient Quick Start
Start a draft from an existing client
Loading clients...
| Quotation | Client | Valid Until | Total | Status | Actions |
|---|---|---|---|---|---|
| Loading quotations... | |||||
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
0
Clients with all tasks completed
Draft Invoices
0
Generated but not sent yet
Sent Invoices
0
Already dispatched to clients
Draft Value
INR 0
Current draft invoice total
Invoice Register
Drafts, sent invoices, and printable previewsBilling Ready Clients
Auto-calculated from completed tasks
Checking eligible clients...
| Invoice | Client | Period | Total | Status | Actions |
|---|---|---|---|---|---|
| Loading invoices... | |||||
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
0
Across the current firm workspace
Active
0
Available for new assignments
Admins
0
Can manage firm settings
Open Tasks
0
Currently assigned and not done
All
Active
Inactive
All Roles
Admins
Senior Assoc
Associates
Managers
| Member | Role | Assigned | Status | Last Login | Actions |
|---|---|---|---|---|---|
| Loading team members... | |||||
Owner Panel
Workspace Control
Create tenant workspaces, manage Tenant Admin access, and control subscription settings from one scalable register.
Create Or Edit Workspace
Each workspace is one SaaS customer firm. The Tenant Admin can manage only that workspace’s users, team, and business clients.
Create Or Edit Workspace
Each workspace is one SaaS customer firm. The Tenant Admin can manage only that workspace’s users, team, and business clients.
Use this form to create a new workspace or update an existing one. If the workspace came from an onboarding request, saving this form will complete approval.
When editing an existing workspace, leave the password blank to keep the current Tenant Admin password unchanged.
Workspace List
Review all workspaces with Tenant Admin, plan, subscription, and onboarding state from one register.
Workspace List
Review all workspaces with Tenant Admin, plan, subscription, and onboarding state from one register.
Loading workspaces...
Owner Panel
Plans & Limits
Manage the SaaS plan catalog, pricing, and resource limits used across workspace onboarding and subscriptions.
Create Or Edit Plan
Define pricing, usage limits, and premium capabilities that each workspace inherits by default.
Create Or Edit Plan
Define pricing, usage limits, and premium capabilities that each workspace inherits by default.
Plan Catalog
Review every plan in the catalog and open any plan for editing.
Plan Catalog
Review every plan in the catalog and open any plan for editing.
Loading plans...
Plan Guidance
Keep plan names, pricing, and entitlements aligned with the subscription experience.
Plan Guidance
Keep plan names, pricing, and entitlements aligned with the subscription experience.
Active plans appear in workspace onboarding. Inactive plans remain visible for historical subscriptions but should not be assigned to new workspaces.
Owner Panel
Subscriptions
Track workspace subscription status, renewals, and trial progression from one owner-only register.
Subscription Register
Filter by plan or status, review renewal dates, and jump into workspace edit when a subscription needs attention.
Subscription Register
Filter by plan or status, review renewal dates, and jump into workspace edit when a subscription needs attention.
Loading subscriptions...
Owner Panel
Platform Settings
Review platform readiness, environment health, and owner-level operating controls from one dedicated page.
Platform Deployment Checklist
Track environment readiness, file protection, and operational blockers from a dedicated owner screen.
Platform Deployment Checklist
Track environment readiness, file protection, and operational blockers from a dedicated owner screen.
Loading deployment readiness checks.
Loading deployment checklist...
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.
Profile & Firm Details
Keep your account information and contact details current.
Recurring Task Templates
Review reusable schedules and quickly enable or pause them.
Recurring Task Templates
Review reusable schedules and quickly enable or pause them.
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.
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.
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.
Security Controls
Password and sign-in protection settings for the current user.
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.