Dashboard Overview

Summary of statutory compliances and upcoming tasks.

View As:

Total Clients

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Total Compliances

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Pending Filings

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Overdue Deadlines

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All Services

GST

Income Tax

TDS / TCS

MCA / ROC

Labor Laws

Others

🚨 Urgent Deadlines (Next 7 Days & Overdue)

Client	Compliance Task	Category	Due Date	Status
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👥 Tasks by Staff

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📊 Tasks by Status

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📅 Tasks by Due Date

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🏢 Tasks by Client

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Template

Total Clients

GST Portfolios

Income Tax

Active Tasks

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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(s) * (Hold Ctrl/Cmd to select multiple)

Filing Year *

Filing Month

Available Compliance Templates

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⚡ 1-Click Roll Forward Compliance Tasks to Next Month

Quickly duplicate all recurring compliance tasks from the last active month into the next month. Automatically carries forward client mappings, compliance forms, and staff allotments without manual re-entry.

Source Month:

Target Month:

📥 Import Calendars from Excel

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

Download Template

	⭐	Client	Compliance Task	Category	Due Date	Assigned To	Status	Remarks	Actions
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	⭐	Client Name	Task / Description	Category	Due Date	Assigned To	Status	Remarks	Actions
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Pending Review

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WhatsApp Inbox

0

Email Inbox

0

Processed History

0

Select All Pending

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Office Staff Directory

Staff Name	Email Address	Mobile Number	Actions
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🔑 Subscription & Plan Details

Trial

Current Plan

15-Day Trial

Activation Date

N/A

Expiry Date

N/A

Time Remaining

N/A

To activate a premium subscription or extend your plan, please contact the software administrator with your registered email address.

⚡ Developer API & AI Assistant Integration

No Key Generated

Generate a long-lived access token to allow external AI assistants (like Claude) or custom automations to create tasks and query staff/clients without browser logins.

Base URL: https://tracker.compliancekatta.com/api/v1

Authentication Header: Authorization: Bearer <token> or X-API-Key: <token>

Create Task: POST /api/v1/tasks (Fields: title, assignee_id, due_date, description, client_name, priority)

List Staff: GET /api/v1/users?role=staff

List Clients: GET /api/v1/clients

🏢 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)

⏰ Daily Summary Schedule

Configure the time when your daily office consolidated pending tasks summary is emailed (Asia/Kolkata timezone).

🏷️ 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}

🔒 Change Account Password

If you logged in with a temporary password, please set your new permanent password below.

Dashboard Overview

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🚨 Urgent Deadlines (Next 7 Days & Overdue)

👥 Tasks by Staff

📊 Tasks by Status

📅 Tasks by Due Date

🏢 Tasks by Client

Bulk Compliance Calendar Setup

Available Compliance Templates

⚡ 1-Click Roll Forward Compliance Tasks to Next Month

📥 Import Calendars from Excel

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0

0

0

Office Staff Directory

🔑 Subscription & Plan Details

⚡ Developer API & AI Assistant Integration

🏢 CA Firm Branding

📧 SMTP Email Gateway

⏰ Daily Summary Schedule

🏷️ Filing Categories

📝 Reminder Email Customization

🔒 Change Account Password

Password Recovery

Client Workspace

Contact & Registration

Portal Credentials

Plan Terminated / Trial Expired

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🚨 Urgent Deadlines (Next 7 Days & Overdue)

👥 Tasks by Staff

📊 Tasks by Status

📅 Tasks by Due Date

🏢 Tasks by Client

Bulk Compliance Calendar Setup

Available Compliance Templates

⚡ 1-Click Roll Forward Compliance Tasks to Next Month

📥 Import Calendars from Excel

0

0

0

0

Office Staff Directory

🔑 Subscription & Plan Details

⚡ Developer API & AI Assistant Integration

🏢 CA Firm Branding

📧 SMTP Email Gateway

⏰ Daily Summary Schedule

🏷️ Filing Categories

📝 Reminder Email Customization

🔒 Change Account Password

👥 Add New Staff Member

👤 Bulk Assign Staff

⚡ Generate Compliance Tasks

Add New Client

Add Manual Compliance Task

Reminder Scan Finished

Compliance Scan Completed

Edit Compliance Task

Sync Date Extension

Test SMTP Connection

Approve & Create Task

Reject Message

Incoming Message

Bulk Approve Messages

Bulk Reject Messages

Welcome Back

Register CA Firm

Password Recovery

Client Workspace

Contact & Registration

Portal Credentials

Plan Terminated / Trial Expired