Dashboard
A real-time ledger of every client task.
Task Status
LiveDepartment Composition
Ranked WorkloadWorkload by Team Member
All time| Team Member | Pending | In Progress | Completed | Overdue | Total |
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Upcoming Due Dates
Next 14 daysRecent Tasks
| Client | Department | Task | Due Date | Assigned To | Status | Expected Fee | Actions |
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Clients
Client master — every entity your firm advises, audits or files for.
| Client Code | Client Name | Constitution | Status | Actions |
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Add Client
Inactive clients stay on file with all their history, but stop appearing when creating a new task entry.
Find duplicate clients
For each row you believe is a genuine duplicate, choose which record to keep — everything attached to the other one (task entries, invoices, receipts, GST/MCA logins, expenses) moves to it, and the other record is set Inactive. Nothing is ever deleted automatically.
Firms & Branches
Manage billing entities, branches, and bank details for invoicing.
| Firm Name | Branch | Bank Details | Actions |
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Add Firm
Invoice Branding
Appears on every invoice raised from this firm.
Bank Accounts
Add as many as the firm uses and mark one as default. The default is pre-selected when billing, and any account can be picked on an individual invoice.
Notes, Disclaimers & Payment Terms
Printed on every invoice from this firm. Can be adjusted on an individual invoice before it is issued.
Team Master
Partners, staff, article assistants and team members.
Adding someone here does not create a login. Invite them in Catalyst → Authentication with the same email, and set their role there to Partner or Associate.
| Name & ICAI SRN | Role & Specialization | Contact Info | Articleship / Dates | Workload & Capacity | Status | Actions |
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Add Team Member
Must match exactly the email used for this person in Catalyst Authentication — that is how KRATRACK knows who is signed in.
Reassign Active Tasks
Move 0 active tasks currently assigned to — to another team member.
Attendance
Daily presence register and monthly attendance summary for the team.
Firm Holidays
Calendar year, January to December — the same span every published holiday list uses. A holiday falling on a Sunday changes nothing: it is already a weekly off.
Daily Register
| Team Member | Status | Remarks |
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Monthly Summary
| Team Member | Present | Absent | Half Day | Leave | Holiday | Marked Days | Attendance % |
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Salary
Leave policy, salary structures, and the monthly run — pay is worked out from attendance.
Leave Policy
Days granted per financial year, for everyone. A person can be given different numbers on their own salary record. Leave is paid until the balance runs out, then it becomes loss of pay.
Salary Structures
| Team Member | Role | Monthly Gross | Professional Tax | Actions |
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Monthly Payroll
| Team Member | Working | Paid | LOP | Earned | Deductions | Net Pay | Actions |
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Expenses
Office overheads and money paid on a client's behalf, and who is owed it back.
Owed to Staff
Paid out of pocketClient Funds
Their money, not ours| Client | Advance received | Paid on their behalf | Balance held |
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| Date | What for | Office / Client | Paid by | Amount | Status | Recovery | Actions |
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Record expense
A team member is owed this back until it is settled. The firm's own account is not.
GST Compliance
Portal usernames held on clients' behalf — passwords live in GEN GST, not here — plus a scheme-aware, financial-year-wise filing tracker for every applicable return form.
Shared across every client on that scheme — starts from the standard statutory default, correct it here once it changes. A quarterly-scheme form shows whichever quarter the "Viewing" month above falls in.
| Client | GSTIN | Username | Working By | This Period | Notes | Actions |
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The GST portal requires a CAPTCHA, so no app can sign you in automatically — copy the username, then open the portal and enter your password from GEN GST; KRATRACK does not store it. Each registration's GST Scheme decides which return forms apply (GSTR-1/3B for Regular, CMP-08/GSTR-4 for Composition) — GSTR-9/9C are tracked only where you have marked them applicable on that registration. This Period shows every regular (recurring) return's status for the month/quarter picked in the "Viewing" bar above — GSTR-9/9C stay out of it and are only tracked inside the matrix, since an annual form's due date would otherwise sit in the past indefinitely and crowd out whatever period is actually being viewed. Click it to open the full filing status by financial year and mark any form's any period Filed, Not Filed or Not Required.
Filing status
Filing details
Shared — saving this applies to every client on this scheme, for this form and period, not just this one.
Add GST Registration
One registration per GSTIN. Add GSTINs to the client in Client Master.
Client Master already holds this client's Legal Name — this is only for GST's own Trade Name, when it differs.
The password stays in GEN GST — KRATRACK only keeps the username.
Decides which return forms apply — GSTR-1/3B for Regular, CMP-08/GSTR-4 for Composition (GSTR-9/9C below are separate).
The GST registration date — no period before this is tracked.
Leave blank while the registration is active. Once set, no period after this is tracked.
MCA
Company/Director compliance — AOC-4, MGT-7/MGT-7A, ADT-1, DIR-3 KYC — and the portal logins held on their behalf.
| S.No | Company | CIN / LLPIN | Directors | Open |
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Manage Fields
| Label | Level | Section | Linked to |
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Add Field
Add MCA Login
Only Individual/Proprietorship clients are offered — a Company does not hold a DIN itself. Add the DIN on the Director's own Client record to have it shown here.
Departments
Income Tax, GST, ROC, Audit — practice areas work is filed under.
| Code | Department Name | Tasks Using It | Actions |
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Add Department
Tasks
Task master — recurring compliance and work types your firm handles.
| Code | Task Name | Department | Sub Tasks Linked | Actions |
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Add Task
Sub Tasks
Sub task master — each linked to a parent task, which is linked to a department.
| Code | Sub Task Name | Linked Task | Actions |
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Add Sub Task
Task Entry
Assign client work and log every workflow update as it progresses.
| Client | Department | Task | Sub Task | Due Date | Entered On | Assigned To | Status | Expected Fee | Fee Received | Actions |
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Recurring
Every recurring series in one place — what it creates, when the next one is due, and how to stop it.
Series
| Client | Task | Repeats | Next Due | Periods | Status | Actions |
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Task Details
Invoices
Bill completed work. Drafts hold their tasks until issued or discarded.
Unbilled Work
Completed, not yet invoiced| Client | Tasks | Oldest | Value |
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Awaiting Payment
Invoiced, not yet received| Client | Invoices | Billed | Outstanding | Oldest |
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| Invoice No. | Date | Client | Firm | Status | Total | Outstanding | Actions |
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Reports
Pending, completed, overdue and fee-pending — ready to print or export.
Pending Tasks
| Client | Department | Task | Due Date | Assigned To | Status | Expected Fee | Fee Received | Balance |
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Settings
Firm details, appearance, backup/restore, and Google Sheets sync.
Firm Details
Used as the browser tab title. It applies to the whole firm.
🎨 Theme & Visual Customization Studio
1-Click Presets & Custom Fine-TuningBackup & Restore
Restoring replaces every record in the shared database. Export a fresh backup first.
Export to Excel
Clients, Firms and Team download with the same columns as their import templates, so a file can be corrected in Excel and imported straight back. Salary and the activity log are not offered here — they are in the JSON backup.
Your Sessions
Every browser you are currently signed in from. Closing an ordinary browser tab signs it out; an app installed on a Desktop or added to a phone/tablet Home Screen stays signed in when closed, the same as any other installed app. Idle sessions are tucked behind a small "N idle" row instead of listing every one, and devices you have signed out of are not listed at all. Signing out another device asks it to sign out when it next checks in; it is not a way to lock out a lost device.
| Device | Signed in | Last seen | Status | Actions |
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Receipts
Money received from clients, allocated against issued invoices. Internal record — nothing is issued to the client.
| Date | Client | Mode | Reference | Received By | Amount | Unallocated | Actions |
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Activity Log
Append-only record of all additions, edits, and deletions in this system.
| Date & Time | Module | Action | Description | User |
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