Good Morning, Rahul 👋
Tuesday, 10 March 2026 · FY 2025–26 Q4
New Lead
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New Client
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New Order
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New Invoice
Generate invoice
Revenue (Mar)
₹4.28L
↑ 18% vs last month
Active Clients
284
+12 this month
Pending Filings
47
8 due this week
Filed (Mar)
138
GST, ITR, ROC
New Leads
34
Conv. rate 41%
Revenue Overview
Monthly revenue FY 2025–26
Compliance Status
Overall filing health
Recent Activity
Last 24 hours
GSTR-3B filed for Sharma Enterprises · Feb 2026
2 hours ago · Priya Sharma
New lead Tech Solutions Pvt Ltd added from website
4 hours ago · Auto-capture
Invoice #TC-INV-2026-089 sent to Mehta & Co · ₹18,500
5 hours ago · Admin
Payment received ₹25,000 from Gupta Traders (UPI)
Yesterday · Rahul Kumar
ITR-3 filed for Ramesh Agarwal AY 2025–26
Yesterday · CA Neha Gupta
Upcoming Deadlines
Next 7 days
🔴 DUE TODAY
GSTR-3B · February 2026
14 clients pending
⚠ DUE 15 MAR
GSTR-1 · February 2026
22 clients · 8 filed
📅 DUE 31 MAR
ROC Filing · MGT-7 FY24–25
18 companies · 5 filed
✅ ON TRACK
TDS Return · Q3 FY26
31 clients · 29 filed
CRM & Lead Management
34 leads · 14 active · Conversion: 41%
Pipeline View
List View
Client Master
284 active clients · 12 added this month
| Code | Client Name | Type | PAN | GSTIN | City | Manager | Status | Actions |
|---|
Service Orders
142 total · 28 in process · 8 urgent
| Order # | Client | Service | Assigned | Priority | Due Date | Status | Actions |
|---|
Compliance Calendar FY 2025–26
47 pending · 8 overdue · 138 completed
Overdue
8
Immediate action
Due This Week
19
Priority tasks
In Process
28
Being worked on
Completed
138
This financial year
GST Compliance Tracker
Period: February 2026 · 89 GSTINs managed
| Client | GSTIN | Return | Period | Due Date | Filed Date | Liability | Late Fee | Ack No. | Status | Actions |
|---|
Income Tax Filing Tracker
AY 2025–26 · 124 clients · 87 filed
| Client | PAN | AY | ITR Type | Filing Date | Ack. No | Refund | Status | Actions |
|---|
ROC / MCA Filings
FY 2024–25 · 48 companies · 31 filed
| Company | CIN | Form | FY | Due Date | Filed Date | SRN | Status | Actions |
|---|
Task Management
47 total · 7 overdue · 12 due today
| Task | Client | Order | Assigned | Priority | Due Date | Status | Actions |
|---|
Document Management
486 documents · 12.4 GB stored
| Document | Type | Client | Order # | Uploaded By | Date | Status | Actions |
|---|
Communication Log
All client interactions in one place
| Date | Client | Type | Subject | By | Actions |
|---|
Billing & Invoices
₹8.4L billed · ₹2.1L outstanding · 89 invoices
Paid
₹6.3L
62 invoices
Pending
₹1.4L
18 invoices
Overdue
₹70K
9 invoices
Total Billed
₹8.4L
This quarter
| Invoice # | Client | Order | Date | Amount | Due Date | Status | Actions |
|---|
Payment Tracking
₹6.3L collected · 72 payments this quarter
| Date | Client | Invoice | Mode | Ref. No. | Amount | Actions |
|---|
Reports & Analytics
FY 2025–26 · Q4 Overview
Total Revenue
₹38.4L
↑ 22% YoY
New Clients
84
↑ 12% YoY
Filings Done
1,248
GST+ITR+ROC
Leads Generated
342
Conv: 41%
Client Retention
94%
Excellent
Monthly Revenue FY 2025–26
Month-wise revenue trend
Lead Sources
Where clients find TaxClue
Compliance Filing Status (FY26)
GST, ITR, ROC filings breakdown
Payment Collection Methods
How clients pay
Service Catalogue
48 services across 8 categories