AgniDesk guides

Keep each client's PAN, GSTIN, contacts, services, fees, encrypted portal credentials and documents in one record.

Review filing status by customer and period across GST and other compliance services, spot overdue returns and export to Excel.

Track returns from document collection through filing and assign work to your team.

Connect working papers with source files, reviewed revisions and external filing receipts.

Request client documents with a checklist and a private upload link, send reminders before the due date, and file each upload.

Create GST invoices with the right SAC and tax split, email them as PDFs, record payments and TDS, and track balances.

Log billable time by customer and service, run a timer, and turn unbilled work into draft invoices in one step.

Invite team members, set their roles, limit them to certain services or customers, and turn off access when someone leaves.

Rename filing statuses, return and service names, add your own statuses, stages, receipt modes and items — without changing your data.