Auto Reminder - Statutory Compliance Tracker

Total Clients

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Total Compliances

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Pending Filings

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Overdue Deadlines

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🚨 Urgent Deadlines (Next 7 Days & Overdue)

Client	Compliance Task	Category	Due Date	Status
Loading urgent tasks...

Bulk Compliance Calendar Setup

Select a client and check the statutory compliance templates to auto-apply. This will automatically generate tasks for the entire calendar/financial year.

Select Client *

Filing Year *

Available Compliance Templates

Loading default templates...

📥 Import Calendars from Excel

Bulk seed statutory due dates using an Excel template containing filing names, categories, and due days.

Download Template

Template

	Client	Compliance Task	Category	Due Date	Status	Proof File	Remarks	Actions
Loading tasks...

🏢 CA Firm Branding

CA Firm Name *

Contact Phone Number

Central CA Email Address * (For routing alerts)

Firm Logo

Supports PNG, JPG, JPEG (Max 2MB)

📧 SMTP Email Gateway

Configure SMTP details to dispatch alert emails from your own server address. If blank, emails fallback to console prints.

SMTP Host Address

SMTP Port

SMTP Username / Email

SMTP Password / App Password

SMTP From Address (sender label email)

🏷️ Filing Categories

Create custom categories to categorize your new compliance filings.

New Category Name

Category Tag Color

📝 Reminder Email Customization

Customize the subject line and HTML body sent to your clients. Use the following placeholder tokens:
{client_name}, {task_name}, {category}, {due_date}, {status_label}, {days_remaining}, {ca_firm_name}, {ca_phone}

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🚨 Urgent Deadlines (Next 7 Days & Overdue)

Bulk Compliance Calendar Setup

Available Compliance Templates

📥 Import Calendars from Excel

🏢 CA Firm Branding

📧 SMTP Email Gateway

🏷️ Filing Categories

📝 Reminder Email Customization

Add New Client

Add Manual Compliance Task

Upload Filing Proof

Reminder Scan Finished

Compliance Scan Completed

Edit Compliance Task

Sync Date Extension

Test SMTP Connection

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