Compliance management software for accounting and CA firms

Every statutory obligation, every client, every deadline — with an owner and a status attached. Built for practices that file for dozens of entities at once.

A compliance calendar in a spreadsheet tells you what is due. It does not tell you who is doing it, whether it has started, or that the client has not sent the data yet. CompliTrack turns each statutory obligation into a tracked task with an owner, a status and a due date — across every client you handle.

Per-client dashboards

One board per client or client group, each with its own obligations, its own team and its own status view — so no one has to filter a master sheet to see their work.

Recurring statutory tasks

Monthly GST, quarterly TDS, annual ITR and ROC filings recur automatically. Close one occurrence and the next appears on the board.

Status that reflects reality

To do, in progress, blocked, overdue and done. Blocked is a first-class state because "waiting on the client" is the single most common reason a filing slips.

Alerts before, not after

Due-soon views and real-time notifications on assignment, comments and status changes — so a deadline is visible while there is still time to act.

The failure mode of a spreadsheet compliance tracker

Almost every practice starts with one: a workbook with a tab per month, client names down the side, filings across the top, and a cell someone colours green when it is done. It works until the practice has forty clients and six people. Then two people edit it at once and one version wins. A client is onboarded and nobody adds their rows. Someone marks a cell green optimistically. The partner asks what is outstanding and the honest answer is that nobody actually knows, because the sheet records intent, not state.

No record of who is responsible for a specific filing
No distinction between not started, in progress and waiting on the client
No history — you cannot see when something was marked done, or by whom
New clients quietly missing from the tracker until a notice arrives
The person who built the sheet becomes the only person who can maintain it

What CompliTrack tracks

Each obligation becomes a task on a client dashboard, carrying everything needed to work it and to prove later that it was worked. Tasks can be broken into subtasks, discussed in comments, and moved across a board as their state changes.

The obligation — GSTR-1, GSTR-3B, TDS 24Q or 26Q, advance tax, ITR, ROC filings, PF and ESI
The client and the period it relates to
The statutory due date and the internal target date
The assignee, and who delegated it
Current status, including blocked with a reason
Subtasks for multi-step filings and comments for the back-and-forth
A recurrence rule so the next period generates itself

From client master to a running board

Setting up a tracker by hand for every new client is the reason trackers go stale. CompliTrack keeps a Client Master — your client registry with identity details, portal credentials held encrypted, custom columns and a compliance matrix that records which obligations apply to which client. From that matrix it generates dashboards and their statutory tasks, so onboarding a client is a registry entry rather than an afternoon of copy-paste.

Client registry with the identity details the team keeps looking up
Portal credentials stored encrypted rather than in a shared document
A compliance matrix mapping obligations to clients
Dashboards and recurring tasks generated from the matrix
Custom columns for the fields your practice actually tracks

Visibility for whoever is asking

Different people need different cuts of the same data. A team member wants their own list. A manager wants what they delegated. A partner wants what is at risk this week across the whole practice. Each of those is a view rather than a separate report someone has to assemble.

My Tasks — everything assigned to you, across every client
Delegated — what you assigned to others and where it has got to
Board view — a client dashboard by status, drag to move state
Due soon — what is approaching its date across the practice
Global search across every task in every dashboard
Recoverable deleted tasks, so a mistaken deletion is not a lost record

How to set up compliance tracking

From an empty workspace to a live board in four steps.

Add your clients — Build the Client Master with entity details and mark which statutory obligations apply to each client in the compliance matrix.
Generate dashboards — Create dashboards from the matrix, or import an existing tracker from Excel to bring historic work across.
Assign and set recurrence — Give each obligation an owner and a recurrence rule so monthly and quarterly filings regenerate themselves.
Work the board — Move tasks across statuses, mark blockers with a reason, and let due-soon alerts surface what needs attention.

Who uses this

CA firms filing GST, TDS and income tax returns for a portfolio of clients
Tax consultants who need to prove a filing was completed and when
In-house finance teams tracking their own statutory calendar across group entities
Practice partners who want an honest answer to "what is outstanding this week"

Frequently asked questions

What is compliance management software?

Compliance management software tracks an organisation's recurring regulatory obligations from the moment they arise to the moment they are filed. For an Indian accounting practice that means GST returns, TDS returns and payments, advance tax, income tax returns, ROC filings, PF and ESI — each with a statutory due date, an owner, a status and evidence that it was completed. It replaces the shared spreadsheet that everyone edits and nobody trusts.

How is this different from a compliance calendar?

A calendar is a list of dates. Compliance management adds state and accountability: who owns this filing, has the client provided the data, is it in progress or blocked, was it filed, and what is the audit trail. The calendar tells you a GSTR-3B is due on the 20th; CompliTrack tells you that this client's GSTR-3B is blocked because the purchase register has not arrived, that it is assigned to a specific team member, and that it has been blocked for six days.

Can I track compliance for multiple clients?

Yes. Dashboards are created per client or per client group, and each carries its own set of obligations and its own team. A Client Master holds your client registry and a compliance matrix — which obligations apply to which client — and generates the dashboards and recurring tasks from it, so onboarding a client does not mean building a tracker by hand.

Does it handle recurring obligations?

Yes. Tasks can be set to recur weekly, monthly, quarterly or annually, which is how most statutory work behaves — monthly GSTR-1 and GSTR-3B, quarterly TDS returns, annual income tax and ROC filings. Completing one occurrence generates the next.

Will the team be notified before a due date?

Yes. Tasks approaching their due date surface in a due-soon view, and assignment, comments and status changes push real-time notifications to the people involved.

Can I import my existing compliance tracker?

Yes. Tasks import from Excel, so an existing tracker can be brought across in bulk rather than re-entered.