TOTAL CLIENTS
0
0 added today
GST CLIENTS
0
Active GST
INCOME TAX
0
ITR Filers
LIMITED
0
Annual / EPR only
DUE SOON
0
Within 7 days
COMPLIANCE DONE
0
Tasks completed
WORK IN PROGRESS
0
Tasks in progress
COMPLIANCE PENDING
0
Tasks pending
FEES COLLECTED
₹0
Total received
FEES PENDING
₹0
Outstanding
EMPLOYEES
0
Active staff
Recent Clients
No clients yet
Registration Breakdown
⏰ Upcoming Due Dates
No due dates configured
👨💼 Employee Party Handling Report
No employees added
💰 Fees Pending (Top)
No fees records
No due dates added
📅 Compliance Calendar — FY 2026-27
150 deadlines · Track status client-wise & handler-wise
0
GST
0
TDS/TCS
0
PF/ESIC
0
ROC
0
Income Tax
0
✅ Done
Status:
Show:
Active: 0 ·
Limited: 0 ·
Dormant: 0 ·
Inactive: 0
| # | Client Name | PAN | Type | Phone | Registrations | Docs | Actions |
|---|
Personal / Business Details
🏛️
GST Portal Auto-Fill
Have a GSTIN? Click below to auto-fill client details from the official GST Portal
🎯 Assign New Goal
How many units to complete
📊 Team Goal Overview
No goals assigned yet
📋 All Goals
No goals yet
🗓️ Apply for Leave
⚠️ Leave is subject to approval by Admin. You will see the status below once reviewed.
📋 My Leave History
No leave requests yet
👤 My Profile
👤
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—
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🧑
Personal Information
🪪
Identity Documents
🏦
Bank Details
🔐
Change Password
ℹ️ Your designation and access rights are set by Admin and cannot be changed here.
🔏 DSC Tracker
🔄
Auto-sync from Client Profiles — DSC expiry dates saved in client profiles (Business tab → DSC Expiry Date) appear here automatically with a Profile badge. Director/Partner DSC dates also appear separately. Use + Add DSC for additional manual entries.
EXPIRING IN 30 DAYS
0
EXPIRING IN 90 DAYS
0
TOTAL ACTIVE
0
📋 Task Manager
OVERDUE
0
IN PROGRESS
0
COMPLETED
0
📄 Document Expiry Tracker
EXPIRED
0
EXPIRING IN 60 DAYS
0
TOTAL TRACKED
0
🤝 Client Referral Tracker
TOTAL REFERRALS
0
CONVERTED
0
TOP REFERRER
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🗑️ Recycle Bin
Deleted clients are stored here for 30 days. After 30 days they are permanently deleted automatically.
✅ Recycle Bin is empty
Add Credential
| Client | PAN | Portal | Login ID | Password | 2nd ID | Notes | URL | Action |
|---|
🗂️
Auto-Link Client Drive Folders
Paste one parent folder ID → all clients get their Drive link automatically
How it works:
Your Drive folders are named
C-00001, C-00002… matching the IT File No. in each client's profile.
Enter your parent folder ID below, set the prefix & padding, then click Auto-Link All — the app fetches all subfolders and matches them to clients in one shot.
Open the parent folder in Drive → copy the ID from URL: drive.google.com/drive/folders/THIS_PART
Get free API key → Enable "Google Drive API" → Create API Key → restrict to Drive API
Folder name must match this field value exactly as saved in client profile
🔗 Advanced: OAuth Drive Integration
● Not connected — Set up Google Drive API below
Full OAuth lets clients browse their folders directly inside this portal.
⚡ Bulk Generate Compliance Tasks
Auto-creates tasks for all applicable clients based on their registrations — GST, TDS, ROC, EPR, DIR-3 KYC, etc.
📋 Compliance Checklist — Task View
Select a task above to see all applicable clients and their completion status
➕ Add Compliance Task
Total: 0 | ✅ Done: 0 | 🔄 WIP: 0 | ⏳ Pending: 0
| # | Client | Task | Type | Employee | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|
No compliance tasks added | |||||||
📌 My Tasks
TOTAL
0
All my tasks
PENDING
0
To do
DONE
0
Completed
OVERDUE
0
Past due date
📌 Task Manager Tasks
No tasks assigned
✅ Compliance Tasks
| Client | Task | Type | Due Date | Status | Action |
|---|---|---|---|---|---|
No compliance tasks | |||||
➕ Add Fee Record
TOTAL BILLED
₹0
All invoices
COLLECTED
₹0
Received
PENDING
₹0
Outstanding
PARTIAL
₹0
Partial paid
CASH COLLECTED
₹0
Cash mode
Pending by Firm
M Sojitra & Associates
₹0
EximConnect Advisor Inc
₹0
Krishna Jatin Sojitra
₹0
💵 Cash Collection
₹0
Collected by Firm
M Sojitra & Associates
₹0
EximConnect Advisor Inc
₹0
Krishna Jatin Sojitra
₹0
💵 Cash Collection
₹0
| # | Client | Services & Details | Total Amount | Overall Status | Add Service |
|---|---|---|---|---|---|
No fee records added | |||||
💬 Compose Message
Variables:
{name} {pan} {phone} {firm}🎯 Filter Recipients
0 clients selected
➕ Add Specific Client
Send mode:
Ready to send to 0 clients
Queue Mode: Send one by one with confirmation
📋 Recipients Preview
Clients with phone numbers only
Apply filters above to see recipients
➕ Add Employee
🔒 Access Rights (set automatically by designation, or customise)
👨💼 Employee List
No employees added yet
🗓️ Leave Requests
No leave requests yet
Admin Account
💬
WhatsApp API — Green API
✓ 100% FREE
Use your own WhatsApp number. Scan QR code once — then send bulk messages in ONE click, fully in the background.
Free plan: 500 messages/month forever.
green-api.com →
🔧 Setup (2 minutes):
1. Go to console.green-api.com → Register free
2. Create an instance → Scan QR code with your WhatsApp
3. Copy idInstance and apiTokenInstance below
4. Click Save → Done! 😊
Green API Console → Your Instance → idInstance
Green API Console → Your Instance → apiTokenInstance
💾 Download Desktop App
Downloads this app as an HTML file with all your current data baked in. Open the downloaded file — all clients, credentials & due dates are already there. Add more data, then download again to get an updated copy.
📁 Saves as
✅ Open in any browser — no internet needed
✅ All 0 clients + credentials + due dates included
🔁 Download again anytime to get an updated snapshot
EXIM_Connect_Vault_[date]_[N]clients.html✅ Open in any browser — no internet needed
✅ All 0 clients + credentials + due dates included
🔁 Download again anytime to get an updated snapshot
🗂 Backup / Restore
🔧 Data Tools & Repair
Fix missing or corrupted data. Use these tools to reload partner/director details for existing clients.
🤝 Partner / Director Data Audit
Find Partnership / LLP / Company clients where partner data is missing or empty
✏️ Quick Partner Data Entry
🔥 Firebase Cloud Status
● Checking connection…