Practice Management Software for CA, CS, Tax Practitioners & Accounting Firms

• Who on your staff is working on what, right now?

  21 reports

  • User Performance ReportOne person's output month by month across the year, so a dip shows up as a shape rather than as a single number.
  • User Performance By Task TypeThe same person split across every service they touched — GST returns, tax audits, registrations, KYC — so you can see what someone is actually good at rather than only how much they did.
  • Compare Performance Of UserTwo or more people set side by side on the same task type and the same period, chosen by you.
  • User-wise Tasks — Task LeaderPer person, the jobs of this service they LEAD — counted separately, because leading a job and being assigned it are different responsibilities and a partner who only sees one of them is managing blind.
  • User-wise Tasks — Task ManagerThe same people, counted for the jobs they MANAGE rather than lead. One person can hold both roles on the same job.
  • User-wise Tasks — Assigned UserAnd the jobs actually ASSIGNED to them — the workload figure, as opposed to the oversight figure above it.

  All 21 reports that answer this → Work, Staff & Office Management

• What did each service actually cost you to deliver?

  15 reports

  • Job Profitability On This TaskAgreed fee against the cost of the hours actually worked, and whether this tax audit made money, lost it or broke even — on the job screen, while the job is still open and something can still be done about it.
  • Staff-wise Costing On This TaskEach person who touched the job, their recovery rate per hour, the billable hours they posted and what those hours cost. A GSTR 9C done by a partner and one done by an article are not the same job economically.
  • Time Logs Posted Against This TaskEvery timesheet entry on the job — date posted, account code, billable and non-billable hours with the comment for each, and the recovery rate applied.
  • Outstanding For This Client, From Inside The JobOpen the client's whole outstanding position without leaving the tax audit you are working on — so the person about to release a return knows what the client owes before they release it.
  • Profitable JobsHow many jobs earned more than the hours put into them cost, with the fee billed and the cost of those hours beside the count.
  • Loss-Making JobsThe jobs that cost more in staff time than they were billed for. Most practices carry several and can name none of them, because nobody compares an agreed fee to the hours it actually consumed.

  All 15 reports that answer this → Time-Sheet & Cost Management

• Is everything you completed also billed — including the small jobs?

  16 reports

  • Unbilled Work CountWork done for this client in the year that has never been invoiced. The single most valuable number on the screen, because it is money already earned and not yet asked for.
  • Approved Expenses Not Yet Billed To The ClientClient by client, every approved expense that has not reached an invoice: which client and file number, the group it belongs to, who claimed it and when, who approved it and when, and the amount. Money already spent on a client’s work and not yet charged back to them.
  • Expenses Already Billed To ClientsCosts that have reached a client’s invoice and been charged on — the recovered pile, branch by branch and client by client, for any financial year.
  • Expenses Marked As Non-BillableCosts incurred on a client’s work that the firm has decided not to charge on. Note the wording: MARKED as non-billable — somebody made that call, and it is recorded as a decision rather than disappearing into overhead. The same treatment work gets when it is marked free on the Client Report.
  • Unbilled TasksThe same jobs from the other side: done, and still not billed.
  • Billed TasksJobs that made it onto an invoice.

  All 16 reports that answer this → Invoicing & Financial Management

• Where is every document that came in — and every one that went out?

  31 reports

  • Inward CreatedDocuments this person booked in from clients.
  • Inward Given BackDocuments they returned — so nothing sits with the firm unaccounted for.
  • Outward CreatedDocuments this person sent out, by any mode.
  • Outward Received BackAcknowledged returns against what they sent.
  • Attachments CreatedFiles attached to jobs by this person.
  • DSC CreatedDigital signatures this person registered.

  All 31 reports that answer this → Inward & Outward Document Management

• How much time do you spend answering client calls about work status?

  9 things it does

  And it acts on it: Watch the work instead of ringing about it · See what their job is actually waiting on · Send papers in, straight onto the job

  See this answered in full → Client Login Portal

• That GST return marked complete — was it actually filed on the portal?

  4 reports

  • GST Return Status, Return By ReturnEvery return the GSTN portal holds for a client in a chosen financial year, grouped by return type — GSTR-3B, GSTR-1 and whatever else that registration files. Each row carries the filing date, the mode, the period it covers, the ARN and the status the portal itself reports.
  • GSTR-3B Filing Position For The YearEvery 3B the portal has for this GSTIN in the selected year, month by month — April filed on 20 May, May on 19 June, June on 15 July. A gap in that sequence is a client with a problem, and it shows as a gap rather than as an absence of evidence.
  • GSTR-1 Filing Position For The YearThe same for GSTR-1, read independently, because a client can be current on 3B and behind on GSTR-1 and a single “GST filed” flag would hide it.
  • The ARN For Every FilingThe acknowledgement number the portal issues, held against the return it belongs to. It is the proof a filing happened, and it is the first thing anyone asks for when a client says they were never filed.

  See this answered in full → GST Return Status Checker

All 32 questions, and what answers each →