Dashboard
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Alerts (Due/Overdue)
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My Active Tasks
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Assigned by Me
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All Active Tasks
Tasks by Status
My Tasks (Assigned to me by others)
| Task ID | Client | Work | Assigned By | Priority | Status | Due Date | Actions |
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Assigned by Me (Tasks I assigned to others)
| Task ID | Client | Work | Assigned To | Priority | Status | Due Date | Actions |
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All Tasks (All Employees)
| Task ID | Client | Work | Assigned To | Priority | Status | Due Date | Actions |
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Completed Tasks
| Task ID | Client | Work | Assigned To | Status | Completed On | Actions |
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Notifications & Alerts
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Smart Chat Team, client communication and call log
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Select or create a chat
Internal messages stay inside team unless Client Visible is selected.
| Date | Client | Thread | Type | Sender | Status/Seen | Message |
|---|---|---|---|---|---|---|
| Use filters and Load Report. | ||||||
Employee Monitor Attendance, daily activity, workload and overdue work
Monitor Alerts
| Date | Employee | Alert | Status | Explanation / Review | Escalation | Action |
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30-Day Activity Report
| Employee | Present | Compliant | Zero Activity | Late Resolved | Justified | Created | Updated | Completed | Overdue | Adherence |
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Setup / Data Import
Import order: Agents → Clients → Employees → GST Clients.
Preview validation must be clean before final import.
Import Preview
| Row | Key | Status | Errors | Warnings |
|---|---|---|---|---|
| Download a template, fill data, then upload for preview. | ||||
Client/Agent Search
| Type | ID | Name | Business / Email | Agent / Mobile | Status | Actions |
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Companies
| CIN | Company Name | Client ID | Agent | Incorp. Date | Last AGM | Status | Actions |
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Directors / KYC
| DIN | Director Name | Company (CIN) | Designation | Appointment | KYC Status | DIR-3 | Status | Actions |
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Compliance Tracking
Financial Year
Select Company *
Financial Year *
Financial Year
Company / CIN
Form Name
Status
Assignee
Company Status
Financial Year
Director / DIN / Company
KYC Status
Company Status
GST Clients
| Client | Firm | GSTIN | Login | Password | Frequency | Default Assignee | Actions |
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| Period | Client / Firm | Return | Due Date | Assigned To | Status | GSTIN | Actions |
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| Period | Client / Firm | Return | Due Date | Assigned | Status | Task |
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| Client | Firm | GSTIN | Inactive From | Reason | Default Assignee | Actions |
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| Period | Client / Firm | Missing Filing Task | Due Dates | GSTIN | Actions |
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Income Tax Clients
| Taxpayer | PAN | Contact | Reference | Agent | Password | Default Assignee | Actions |
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| Year | Taxpayer / Client | ITR Type | Due Date | Assigned To | Status | PAN | Actions |
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| Year | Taxpayer / Client | ITR Type | Due Date | Assigned | Status | Task |
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| Taxpayer | PAN | Inactive From | Reason | Default Assignee | Actions |
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| Taxpayer | PAN | Contact | Agent | Actions |
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PF / ESIC Clients
| Client | Firm | PF Code | ESIC Code | PF Login | ESIC Login | Password | Default Assignee | Actions |
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| Period | Client / Firm | Type | Due Date | Assigned To | Status | Challan/Ack | Amount | Task | Actions |
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| Period | Client / Firm | PF Code | ESIC Code | Type | Due Date | Assigned | Status | Challan/Ack | Amount | Payment Date | Task |
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| Client | Firm | PF Code | ESIC Code | Inactive From | Reason | Actions |
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| Client | Firm | PF Code | ESIC Code | Default Assignee | Actions |
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Trademark Clients
| Client | Agent | Mobile | Applications | Open / Due | Actions |
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| Client | Trademark | Application No. | Class | Stage | Status | Due Date | Assignee | Task | Actions |
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| Client | Trademark | Application No. | Class | Filing Date | Stage | Status | Assignee | Due Date | Remarks |
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| Client | Trademark | Application No. | Stage | Status | Closed From | Actions |
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| Client | Trademark | Application No. | Stage | Due Date | Actions |
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MCA Filing Company reports from GeeBharat data
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