Welcome

What should we call your company on the dashboard?

Shown in the header + on your CA emails. You can change it anytime.

Connect your Google services

Your dashboard reads from your own Google workspace. You stay in control - data lives in your Drive.

Connect everything in one click Sheets, Drive, Gmail, and Calendar - one consent screen
or pick what you need
Connect a different inbox (IMAP)

For Namecheap, Zoho Mail, Apple iCloud, Yahoo, or any custom IMAP server. Pick a provider preset to fill in server defaults.

A few more details (optional)

Anything you skip, you can fill in from the dashboard later.

Company identifiers (CIN, PAN, GSTIN)
What applies to you

These answers shape your compliance list. Each checkbox you tick adds the relevant filings.

Each director needs their own annual DIN KYC.
Honest note: we'll load the most common items for your setup. Your CA may know about items specific to your industry/state that we don't auto-detect (Professional Tax, Shops & Establishment, sector-specific filings). Treat the tracker as a strong starting point, not a final list.
People (CA, CS, director details)
We use these only when sending the monthly CA notification (and only after you enable that feature).
Banking accounts (last 4 digits only)
Statement passwords are not collected here - we'll ask only when you turn on bank reconciliation.