No client misses a filing date
Chartered accountancy practice · 120 clients — GST & compliance
Filing season meant a wall of sticky notes and the fear that one client's deadline had slipped through.
What was going wrong
GST, TDS and ROC dates for every client were tracked in a spreadsheet that only one manager updated.
What changed
Each client's obligations now sit in the compliance calendar and repeat on their own. The team gets its list of what is due this week, and documents are collected from clients through a secure upload link.
What it changed day to day
- Due dates: Never missed
- Client documents: Uploaded, not e-mailed
- Weekly plan: Ready every Monday
How NikERP helps businesses like this
NikERP.cloud is cloud ERP and CRM software for Indian SMEs: GST invoicing, stock, purchase, accounts, customer follow-ups and reporting in one system, with an industry template to start from.