Sharma & Co
/
Clients
Sankar Software Pvt LtdAABCS1234K
Sankar Fintech Software Pvt LtdAABCS9876M
Documents
Invoices · July 2026 — Sankar SoftwareDOC-26-00087
Notice · ASMT-10 — Sankar SoftwareDOC-26-00109
See all results with filters↵
PR

Today

Wednesday, 16 September 2026 · 5 clients need something

3Overdue
7Due this week
5To review
2Ready to dispatch
4In inbox
SS
Sankar Software Pvt Ltd
Incharge Ravi · GST Priya · TDS Kumar
1 overdue
GST · Invoices · August 2026
Not received · 13 days late · reminded twice
Overdue
Income Tax · Audited accounts · FY 2025-26
Not received · hard copy expected
Due today
GST · Invoices · July 2026DOC-26-00087
Received 2 Aug · waiting for review
To review
ROC · Signed annual returnDOC-26-00111Original
Reviewed 12 Sep by Ravi
Ready to dispatch
RT
Rajesh Traders
Incharge Kumar · TDS Priya
1 overdue
TDS · Challans · Q2 2026-27
Not received · 13 days late · reminded twice
Overdue
ROC · Board resolution
Hard copy expected
Due Sat 19 Sep
GST · Invoices · August 2026DOC-26-00123
Received 12 Sep by Kumar
To review
ME
Meena Exports
Incharge Priya
1 overdue
GST · Invoices · August 2026
Not received · reminders off
Overdue
Income Tax · Original Form 16DOC-26-00098Original
Reviewed 10 Sep by Priya
Ready to dispatch
SF
Sankar Fintech Software Pvt Ltd
Incharge Ravi
Due this week
Banks · Statement · August 2026
Not received
Due Fri 18 Sep
GST · Invoices · July 2026DOC-26-00085
Received 1 Aug by Kumar
To review
AC
Anbu Constructions
Incharge Kumar
Due this week
GST · Invoices · August 2026
Not received · reminded once
Due Fri 18 Sep

Inbox

Documents that still need a client or a type

bank_stmt_aug.pdf
Soft copy · from WhatsApp · added by Priya Mon 14 Sep DOC-26-00125
No client
Courier envelope
Hard copy · remark: "from Blue Dart, sender unclear" · added by Kumar Fri 11 Sep DOC-26-00121Hard copy
No client
Rajesh Traders · scan.pdf
Soft copy · from email · added by Ravi Thu 10 Sep DOC-26-00117
No type
Scan_0912.pdf
Soft copy · added by Priya Wed 9 Sep DOC-26-00112
No client

Clients

42 clients

Sankar Software Pvt Ltd
Private limited · AABCS1234K · Incharge Ravi · GST, TDS, Income Tax, ROC, Banks
1 overdue · 1 due today
Rajesh Traders
Proprietorship · BXNPR5522L · Incharge Kumar · GST, TDS, ROC
1 overdue
Meena Exports
Partnership · AAEFM7781P · Incharge Priya · GST, Income Tax TDS paused
1 overdue · reminders off
Showing 3 of 42 · remove the filter to see everyone
Clients / New

Add client

Only five fields are required. Everything else can be added later.

Private limitedIndividualProprietorshipPartnership firmLLPTrust
One PAN = one client. If it already exists you'll be shown that client instead.
The staff member responsible for this client. Groups can be assigned to others below.

Optional

+ Add another GSTIN
Start typing a name to pick an existing contact — an accountant who handles several clients is entered once.
+ Add contact

Document groups

GroupAssigned to
Types, schedules and reminders come from the office catalogue. Fine-tune them in the client's settings after saving.
Clients

Sankar Software Pvt Ltd

Private limitedPAN AABCS1234K2 GSTINsIncharge Raviaccounts@sankarsoftware.in · 98400 12345
GSTPriyaMonthly · 14 documents
Invoices · August 2026
Not received · 13 days late
Overdue
Invoices · July 2026
Received 2 Aug by Priya DOC-26-00087
To review
Invoices · June 2026
Received 3 Jul · reviewed 8 Jul by Priya DOC-26-00061
Reviewed
Notice · ASMT-10
Received 28 Aug by Ravi DOC-26-00109Hard copyScanned
Reviewed
10 more · Show all
Income TaxRaviAnnual · 6 documents
Audited accounts · FY 2025-26
Not received · hard copy expected
Due today
Form 26AS · FY 2025-26
Received 12 Jun · reviewed 14 Jun by Ravi DOC-26-00042
Reviewed
Form 16 · FY 2025-26
Received 20 Jun by Ravi DOC-26-00048
To review
ROCRavi3 documents
Signed annual return · FY 2025-26
Received 9 Sep · reviewed 12 Sep by Ravi DOC-26-00111Hard copyOriginal
Ready to dispatch
Board resolution · FY 2025-26
Received 2 Jun · dispatched 15 Jun by courier DOC-26-00039Hard copy
Dispatched
TDSKumarQuarterly · 8 documents
All caught up for FY 2026-27 · Show 8 documents
BanksRaviPaused since Jul 2026
Statements were collected monthly until June 2026 · 12 documents · Show
GST · Invoices · August 2026
Reminded 1 Sep and 8 Sep · next nudge Tue
13 days late
Income Tax · Audited accounts · FY 2025-26
Hard copy expected · reminder sent this morning
Due today
GST · Invoices · September 2026
Reminder goes out 1 Oct
Due 1 Oct
GSTAssigned toActive
TypeCollectedRemindersActive
InvoicesHistory
GST certificateHistory
NoticeHistory
WorkingPaused Apr 2026 · History
+ Add type to GST
Income TaxAssigned toActive
TypeCollectedRemindersActive
Audited accountsHistory
Form 26ASHistory
Form 16History
+ Add type to Income Tax
BanksAssigned toPaused since 1 Jul 2026 · History
Turning this back on resumes monthly statements from the current month.
TDSKumar2 typesExpand
ROCRavi3 typesExpand
+ Add a group for this client
ClientEdit
Type
Private limited
PAN
AABCS1234K
GSTINs
33AABCS1234K1ZV (TN)
34AABCS1234K1ZT (PY)
Incharge
Ravi
Email
accounts@sankarsoftware.in
Mobile
98400 12345
Contacts
Sankaranand B (director)
Meera S (accounts)
Added
3 Apr 2024 by Ravi
Client reminders
Uses office timing: ask on the 1st, overdue from the 3rd. Turn off to silence all reminders for this client.
16 Sep, 09:00
Reminder sent to accounts@sankarsoftware.in
Income Tax · Audited accounts · FY 2025-26
12 Sep, 10:15
Ravi marked Signed annual return as Reviewed
then Ready to dispatch · DOC-26-00111
9 Sep, 15:20
Priya received Signed annual return
Hard copy · original · DOC-26-00111
1 Jul, 11:30
Ravi paused Banks for this client
Remark: "client moved banking compliance in-house"
3 Apr 2026
Ravi paused GST · Working

Search

Clear
12 documents
Invoices · August 2026 — Rajesh Traders
Received 12 Sep by Kumar DOC-26-00123
To review
Invoices · August 2026 — Meena Exports
Received 10 Sep by Priya DOC-26-00118Hard copy
Reviewed
Invoices · July 2026 — Sankar Software
Received 2 Aug by Priya DOC-26-00087
To review
Invoices · July 2026 — Sankar Fintech Software
Received 1 Aug by Kumar DOC-26-00085
To review
Invoices · July 2026 — Rajesh Traders
Received 30 Jul by Kumar DOC-26-00079Hard copyOriginal
Dispatched 20 Aug
Invoices · June 2026 — Sankar Software
Received 3 Jul by Priya DOC-26-00061
Reviewed
Invoices · June 2026 — Meena Exports
Received 2 Jul by Priya DOC-26-00058
Reviewed
0 selectedEsc to clear

Activity

Everything anyone did, newest first

Today, 16 September
09:00
Reminders sent to 6 clients
Staff nudge sent to Priya, Kumar
Monday, 14 September
11:42
Priya received Invoices · August 2026
Sankar Software · GST · DOC-26-00124
09:10
Priya added bank_stmt_aug.pdf to inbox
Soft copy · from WhatsApp · DOC-26-00125
Saturday, 12 September
16:05
Kumar received Invoices · August 2026
Rajesh Traders · GST · DOC-26-00123
12:30
Ravi changed the incharge of Meena Exports
Kumar → Priya
10:15
Ravi marked Signed annual return as Ready to dispatch
Sankar Software · ROC · DOC-26-00111
Friday, 11 September
15:12
Ravi dispatched Original Form 16
Rajesh Traders · by hand to Suresh, 98400 55667 · receipt emailed · DOC-26-00079
10:20
Divya proposed a new type "E-way bills" in GST
Used on Anbu Constructions · waiting for approval
Load earlier

Settings

Office-wide · Admin only

Proposed by staff2 waiting
E-way bills in GSTDivya · used on Anbu Constructions · 11 Sep
Salary register in PayrollKumar · used on 2 clients · 4 Sep
Until approved, a proposed type works only on the client it was created for. Approved types join the list below and are offered to every client.
GSTEnabled for new clients
TypeDefault collectionRemindersUsed by
Invoices38 clientsRename
GST certificate40 clientsRename
Notice9 clientsRename
Amendment4 clientsRename
Working12 clientsRename
+ Add type to GST
TDSEnabled for new clients
TypeDefault collectionRemindersUsed by
Challans21 clientsRename
Form 16A15 clientsRename
+ Add type to TDS
Income TaxEnabled for new clients
TypeDefault collectionRemindersUsed by
Audited accounts30 clientsRename
Form 26AS42 clientsRename
Form 1618 clientsRename
+ Add type to Income Tax
ROC3 types · enabled for new clientsExpand
Banks2 types · enabled for new clientsExpand
PayrollCustom · 6 clients2 types · not enabled by defaultExpand
+ Add group
PersonEmailRole
Sharmasharma@sharmaco.in
Raviravi@sharmaco.in
Priyapriya@sharmaco.in
Kumarkumar@sharmaco.in
Divyadivya@sharmaco.in
+ Invite a person

What each role can do

Admin
Manager
Staff
Limited
See and edit clients and documents
All
All
All
Assigned
Change document status, mark dispatched
Yes
Yes
Yes
Assigned
Delete documents or clients
Yes
Yes
No
No
Assign incharge and group staff, pause groups
Yes
Yes
No
No
Approve proposed types, manage catalogue
Yes
Yes
No
No
Manage users and roles
Yes
No
No
No
Reminders, retention, storage, office
Yes
No
No
No
Activity log
All
All
All
Own
Import and export
Yes
Yes
Export
No

Deleted items can be restored by Admin or Manager for 30 days.

day of the month after the period
Email with an upload link. For quarterly and annual types, the month after the period ends.
day
Shows on the assigned person's Today page.
day
Turns red everywhere. Client reminder repeats weekly until received.
Replies go to the group's assigned staff.
after the financial year ends
After that, files move to an archive list and can be deleted in bulk. Nothing is deleted on its own.
31 GB of 100 GB · largest client: Meena Exports, 6.2 GB
Staff are asked to compress anything bigger.
PDF, JPG, PNG, XLSX, DOCX, ZIP Change
April to March
Used for FY and AY labels everywhere.
Prefix · next number 00127
Printed on receipts and written on physical files.

Add document

Drop a file here or browse
One file per document · optional for hard copies
📄 Aug-2026-invoices.pdf 3.4 MB ✕
File above is treated as the scanned copy.
Not sure who this belongs to? Leave it in inbox
Group GST · set from the type. Only types active for this client are listed.
FY 2026-27
Invoices are collected monthly for this client — August is the one that's due.
August 2026 · Invoices has no file yet

Saved to vault

Sankar Software · GST · Invoices · August 2026

✓ Received Wed 16 Sep 2026, 10:12 · status Received
DOC-26-00126
Reference number for this entry. Staff and client receipts both quote it.
Received as
Soft copy
Handled by
Priya
Next collection
September invoices · due 1 Oct 2026
Send receipt to client
Email to accounts@sankarsoftware.in with what was received