Dashboard
📊 Business Analytics
📅 Tax Deadlines Calendar
June 2026
Clients
Manage your client base
All Clients
| Client Name | Client Type | PAN | GSTIN | GST Category | IT Category | Behalf Of | Documents | Status | Actions |
|---|
Task Templates
Apna khud ka task banayein — naam aur steps define karein
Activity Report
User aur Client dono ki activity ek jagah
Client Activity Report
Har client ke liye kya kaam hua — poori detail
📒 Client Ledger
📊 Ledger Balances Report
📅 Day-wise Collection
👥 Advocate Ledger
📒 Client Ledger / Khata
Har client ka alag ledger — monthly fee, task fee, payments sab ek jagah
Client select karein uska ledger dekhne ke liye
Client Workspace
🔍
No Client Selected
Select a client from the left pane or search their name to load their complete workspace.
Assigned Tasks
Tasks assigned to you by the admin
Task Pipeline
Visual workflow of active tasks
📋 Todo / Pending
0
⚡ In Progress
0
✅ Completed
0
User Management
Admin only
All Users
| Name | Phone | Firm | Role | Permissions | Actions |
|---|
⭐ Portal Subscription
Manage your portal plans, client limits and payments
📊 Current Plan Details
Plan Type:
Free Trial
Status:
ACTIVE
Expires On:
-
👥 Client Usage Restriction
Clients Created:
0 / 0 Clients
⚡ Plan Upgrade / Renewal
Scan QR to Pay: ₹499.00
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UPI ID: superadmin@upi
Payee Name: Dream World Tax Solution
Payee Name: Dream World Tax Solution