Workspace

Accounting command center

Syncing

CA practice

Shree Demo Traders

Track client GST due dates, approval queues, staff workload and review notifications for 2026-04.

Clients

0

Pending approvals

0

Staff assigned

0

Unread notices

0

Client filing dashboard

Syncing CA data

2026-04

No CA clients linked for this tenant yet.

Request approval

Create an approval work item for the selected client return.

Link client company

Attach an existing company record to this CA practice workspace.

Staff assignment

Assign a linked client to a staff user, or clear the field to unassign.

Due-date calendar

Client filing due dates and extension overrides for 2026-04.

Link clients to populate the due-date calendar.

Client document request

Queue a client request through the notification delivery worker.

Notification templates

Preview channel-ready copy before creating approval or document requests.

email preview

Subject: GST practice update Client, your GST approval for 2026-04 is pending. Please review the prepared return and approve or reject it from the client portal.

Provider credentials

Save encrypted notification credentials for generic gateways or Twilio SMS, WhatsApp and SendGrid email.

Send test

No provider credentials saved yet.

Approval worklist

0 approval records

No approvals found for this period.

Staff workload

0 staff members

No staff workload yet. Assign clients to staff to populate this panel.

Notification inbox

Unread approval events and delivery handoff notices.

No unread notifications.