CA portal
My clients
12 active engagements · 3 scheduled this week
This week
3 calls
Aarav Mon · Karthik Wed · Sneha Fri
Open filings
5
2 ready · 2 mismatch · 1 awaiting docs
Earnings this AY
₹38,400
Net after 10% platform fee · paid weekly
5 refund
+₹2.4L total2 owe
-₹68k total2 clear
file-to-record3 incomplete
awaiting Qs
3 clients selected
· Karthik, Sneha, Rohit
Bulk file opens a confirm modal — each PAN still requires a separate CA-console login on incometax.gov.in. Chitragupt queues the XMLs in order.
| Client | Tier | Tax position | Status | Next action | ||
|---|---|---|---|---|---|---|
Aarav Sharma aarav@example.com · AY 26-27 | ITR-1 · ITR Filing · ₹599 | Refund +₹18,000 | accepted · 1d ago | Call Mon 11 AM | Open → | |
Priya Iyer priya@example.com · AY 26-27 | ITR-2 · Consultation · ₹299 | Refund +₹60,000 | completed | — | View → | |
Vikram Kumar vikram@example.com · AY 25-26 | ITR-2 · Notice & Defence · ₹1,999 | Notice −₹47,500 | notice received | Respond by 12 Jun | Open → | |
Karthik Iyer karthik@example.com · AY 26-27 | ITR-2 · ITR Filing · ₹999 | Incomplete 5 Qs pending | accepted · 3d ago | Review & file ITR-2 | Open → | |
Sneha Kapoor sneha@example.com · AY 26-27 | ITR-1 · ITR Filing · ₹599 | TDS mismatch blocking export | accepted · 5d ago | Chase employer 26AS | Open → | |
Rohit Verma rohit@example.com · AY 26-27 | ITR-1 · Consultation · ₹249 | All clear ₹0 · file to record | accepted · 7d ago | File ITR-1 | Open → | |
| … 6 more clients | ||||||