For Chartered Accountants & tax professionals
More clients. Same team. Zero missed deadlines.
EffortlessInsight watches every client’s GST portal, ranks every deadline, and drafts the first reply — so you handle more clients with the same team and finalize with your name on every filing. The busywork is ours; the judgment, the filing and the fee stay yours.
No credit card. No sales call.
The problems we solve
The juggling
Logging into client portals one by one, hoping you didn’t miss a notice that arrived last Tuesday.
The firefighting
Clients forwarding notice PDFs in panic — always urgent, always incomplete, always at 6 PM.
The exposure
One missed client deadline damages the relationship — and your reputation carries the blame.
What changes with EffortlessInsight
Your whole practice on one screen
Every client GSTIN, every notice, every due date — grouped by client, ranked by urgency. The morning question “who needs attention?” takes one glance.
Deadline radar for every client
Overdue and due-this-week across all clients, always on top. Weekly digests so nothing builds up silently.
Drafts, not blank pages
Each notice arrives with a structured summary, cited GST sections, and a drafted reply. You review, refine and file — the first 80% is done, and the expertise on the final 20% stays yours. We never file anything on our own.
Take on more clients, not more staff
Monitoring and first drafts are automated, so each client takes minutes, not hours. Grow your book without growing your team — and never lose a client to a missed notice.
Client collaboration, built in
- Shared workspace per client and per notice
- Document requests clients can answer from their phone
- Threaded comments and @mentions with your staff
- Approval chains — preparer, reviewer, partner
- A dedicated CA role with the right access levels
- Complete activity timeline for every engagement
Your first day
Add your clients
Paste their GSTINs — 5 or 50, one go. Each client authorizes with their own OTP.
Notices flow in, pre-analyzed
New notices appear with summaries, risk levels and deadlines already extracted.
Work the priority list
Start with what’s overdue, end with what’s due next month. Draft replies are waiting for your review.
Get started
The next notice doesn't have to be scary.
Connect a GSTIN in two minutes. If a notice is already waiting on the portal, you'll understand it before your trial is an hour old.
No credit card · OTP-verified access · No password storage · Data hosted in India