For Chartered Accountants & tax professionals
Thirty clients. One dashboard. Zero surprises.
Your clients’ notices shouldn’t live in thirty portal logins and a WhatsApp scroll. See every notice, every deadline and every draft reply for your whole practice — in one place.
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 and refine — the first 80% is already done.
Onboard clients in bulk
Paste a list of client GSTINs and you’re set. Multi-state clients are grouped automatically under one business.
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.
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