Today

Monday, 14 September 2026

Drop files here or browse to add a document
Received a hard copy? Add it without a file

Overdue past the 3rd

Sankar Software
GST · August invoices not received
11 days late · reminded twice
Rajesh Traders
TDS · Q2 challans not received
11 days late · reminded twice
Meena Exports
GST · August invoices not received
11 days late · reminders off

Due this week

Sankar Software
Income Tax · Audited accounts FY 2025-26
Due Wed 16 Sep
Sankar Fintech Software
Banks · August statement
Due Fri 18 Sep
Rajesh Traders
ROC · Board resolution
Due Sat 19 Sep
4 more · Show all

Ready to dispatch hard copies only

Meena Exports
Income Tax · Original Form 16DOC-26-00098Original
Received 2 Sep
Sankar Software
ROC · Signed annual returnDOC-26-00111
Received 9 Sep

In inbox needs a client or type

Unassigned
bank_stmt_aug.pdf · from WhatsApp
Added today, 09:10
Unassigned
Courier envelope, 2 filesDOC-26-00121Hard copy
Added Fri 11 Sep
2 more · Open inbox

Inbox

Documents that still need a client or a type

bank_stmt_aug.pdf
Soft copy · from WhatsApp · added by Priya today, 09:10 DOC-26-00125
No client
Courier envelope · 2 files
Hard copy · remark: "from Blue Dart, sender unclear" · added by Kumar Fri 11 Sep DOC-26-00121Hard copy
No client
Rajesh Traders · 1 file
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

Items older than 7 days show on the owner's Today page until they're assigned.

Clients

42 clients · 3 groups

Sankar Software Pvt LtdSankar group
Private limited · AABCS1234K · Owner Ravi
1 overdue · 1 due this week
Rajesh TradersProprietorship
BXNPR5522L · Owner Kumar
1 overdue
Meena Exports
Partnership · AAEFM7781P · Owner Priya
1 overdue · reminders off
Showing 3 of 42 · remove the filter to see everyone
Clients / Sankar group

Sankar Software Pvt Ltd

PAN AABCS1234K2 GSTINsOwner Raviaccounts@sankarsoftware.in · 98400 12345
GSTPriyaMonthly · 14 documents
Invoices · August 2026
Not received · 11 days late
Overdue
Invoices · July 2026
3 files · received 2 Aug by Priya DOC-26-00087
Soft copy
Invoices · June 2026
2 files · received 3 Jul by Priya DOC-26-00061
Soft copy
Notice · ASMT-10
1 file · received 28 Aug by Ravi DOC-26-00109Hard copyScanned
In office
10 more in GST · Show all
Income TaxRaviAnnual · 6 documents
Audited accounts · FY 2025-26
Not received
Due Wed 16 Sep
Form 26AS · FY 2025-26
1 file · received 12 Jun by Ravi DOC-26-00042
Soft copy
ROCRavi3 documents
Signed annual return · FY 2025-26
Received 9 Sep by Priya DOC-26-00111Hard copyOriginal
Ready to dispatch
TDSKumarQuarterly · 8 documents
All caught up for FY 2026-27 · Show 8 documents
GST · Invoices · August 2026
Reminded 1 Sep and 8 Sep · next nudge Tue
11 days late
Income Tax · Audited accounts · FY 2025-26
Reminder goes out Wed 16 Sep
Due this week
GST · Invoices · September 2026
Reminder goes out 1 Oct
Due 1 Oct

Client

Type
Private limited
PAN
AABCS1234K
GSTINs
33AABCS1234K1ZV (Tamil Nadu) · 34AABCS1234K1ZT (Puducherry)
Group
Sankar group
Owner
Ravi
Contacts
Sankaranand B (director) · Meera S (accounts, also for Sankar Fintech)
Edit client

Document groups and types

GSTAssigned toCollectedReminders
Invoices
GST certificate
Notice
Amendment
+ Add type to GST
Income TaxAssigned toCollectedReminders
Audited accounts
Form 26AS
+ Add type to Income Tax
+ Add a group for this client

Banks and ROC are enabled with the office defaults. Turn a group off from its menu.

9 Sep, 15:20
Priya received Signed annual return
Hard copy · original · DOC-26-00111
8 Sep, 09:00
Reminder sent to accounts@sankarsoftware.in
GST · Invoices · August 2026
28 Aug, 11:05
Ravi received Notice · ASMT-10
Hard copy · scan attached · DOC-26-00109
20 Aug, 16:41
Priya downloaded Invoices · July 2026
DOC-26-00087

Search

/
Clear
12 documents
Invoices · August 2026 — Rajesh Traders
5 files · received 12 Sep by Kumar DOC-26-00123
Soft copy
Invoices · August 2026 — Meena Exports
1 file · received 10 Sep by Priya DOC-26-00118Hard copy
In office
Invoices · July 2026 — Sankar Software
3 files · received 2 Aug by Priya DOC-26-00087
Soft copy
Invoices · July 2026 — Sankar Fintech Software
2 files · received 1 Aug by Kumar DOC-26-00085
Soft copy
Invoices · July 2026 — Rajesh Traders
4 files · received 30 Jul by Kumar DOC-26-00079Hard copyOriginalDispatched 20 Aug
Returned
Invoices · June 2026 — Sankar Software
2 files · received 3 Jul by Priya DOC-26-00061
Soft copy
Invoices · June 2026 — Meena Exports
1 file · received 2 Jul by Priya DOC-26-00058
Soft copy
0 selectedEsc to clear

Activity

Everything anyone did, newest first

Today, 14 September
11:42
Priya received Invoices · August 2026
Sankar Software · GST · 2 files · DOC-26-00124
09:10
Priya added bank_stmt_aug.pdf to inbox
Soft copy · from WhatsApp · DOC-26-00125
09:00
Reminders sent to 6 clients
Staff nudge sent to Priya, Kumar
Saturday, 12 September
16:05
Kumar received Invoices · August 2026
Rajesh Traders · GST · 5 files · DOC-26-00123
12:30
Ravi changed the owner of Meena Exports
Kumar → Priya
Friday, 11 September
17:48
Kumar added Courier envelope to inbox
Hard copy · 2 files · DOC-26-00121
15:12
Ravi dispatched Original Form 16
Rajesh Traders · by hand to Suresh, 98400 55667 · receipt emailed · DOC-26-00079
10:20
Ravi turned reminders off for Meena Exports · GST · Invoices
Remark: "client on nil returns till Dec"
Load earlier

Settings

Office-wide · only Admin can change these

These groups and types are available to every client. New clients get them all enabled. Staff can only pick from this list when adding a document.

GSTDefault collectionReminders
InvoicesUsed by 38
GST certificateUsed by 40
NoticeUsed by 9
AmendmentUsed by 4
WorkingUsed by 12
+ Add type to GST
TDSDefault collectionReminders
ChallansUsed by 21
Form 16AUsed by 15
+ Add type to TDS
Income TaxDefault collectionReminders
Audited accountsUsed by 30
Form 26ASUsed by 42
Form 16Used by 18
+ Add type to Income Tax
ROC
3 types · expand
Banks
2 types · expand
PayrollCustom · 6 clients
2 types · expand
+ Add group

Types staff added from the upload screen appear here with "Used by 1" so you can rename or merge them.

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
Delete documents or clients
Yes
Yes
No
No
Assign owners and group staff
Yes
Yes
No
No
Manage document 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 and in the morning digest.
day
Turns red on Today, on the client page and in the client list. Reminder repeats weekly until received.
Replies come back to the group owner.
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 split or compress anything bigger.
PDF, JPG, PNG, XLSX, DOCX, ZIP Change
April to March
Used for FY and AY labels everywhere.
Prefix · next number 00126
Printed on receipts and written on physical files. Changing the prefix does not change old IDs.

Add document

Received just now · Mon 14 Sep 2026, 11:42 Change

Drop files here or browse
PDF, images, Excel, Word · optional for hard copies
📄 Aug-2026-sales-invoices.pdf 2.1 MB ✕📄 Aug-2026-purchase-invoices.pdf 1.4 MB ✕
Files above are treated as the scanned copy. No scan yet
Not sure who this belongs to? Leave it in inbox
GSTTDSIncome TaxROCBanksPayroll
InvoicesGST certificateNoticeAmendmentWorking+ Other
Shows the types enabled for GST in Sankar Software. Add more in the client's settings.
FY 2026-27
Invoices are collected monthly for this client — August is the one that's due.
Adds to August 2026 · Invoices (already has 1 file)

Saved to vault

Sankar Software · GST · Invoices · August 2026

Received Mon 14 Sep 2026, 11:42
DOC-26-00124
Reference number for this entry. Staff and client receipts both quote it.
Files
2 added · 3 in this entry
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