Practice Management
Your whole practice, on one calendar
Regno auto-builds every client's statutory due dates - GST, TDS, ROC, KYC, ITR - assigns the work to your team, and chases clients for documents over WhatsApp. You see everything; nothing slips.
Compliance Calendar - July
42 of 47 on trackThe problem
Deadlines tracked in heads and spreadsheets eventually get missed
Every partner carries the compliance calendar mentally - GSTR-1 on the 11th, 3B on the 20th, TDS on the 7th - and converts it into phone calls, every single month.
Without a unified dashboard, knowing which of 80 clients have filed, which are pending and which received notices takes hours of weekly follow-up.
Client documents arrive in five formats across email, WhatsApp and pen drives - then someone re-types them.
One missed ROC due date means late fees, an unhappy client, and a reputation dent no firm can afford.
What you get
Built for the way your firm actually works
Auto-generated compliance calendar
Add a client and their entire statutory calendar appears - monthly GST, quarterly TDS, annual ROC and KYC - recurring forever, no manual re-entry.
Task boards with staff assignment
Kanban and list views of every filing. Assign to staff, set priorities, watch workload balance across your team in one glance.
GST Direct API sync
Official taxpayer-consented GSTN connection pulls filing statuses per client - legally, with no GSP fees and no credential sharing.
WhatsApp reminders that do the chasing
30, 7 and 1-day reminders to clients and staff. Document requests with upload links. Your team stops playing telephone.
Client CRM built for compliance
GSTIN, CIN, PAN, TAN, directors and shareholding in one record - with CIN/GSTIN verification against government data at onboarding.
Document vault
Every filing, notice and working paper stored per client, categorised and searchable. No more digging through email attachments.
How it works
Your first week on Regno
No migration project, no consultants - a working practice dashboard in days.
Import your client base
Day 1 · about an hour
Upload your client list via Excel or add companies one by one. Regno verifies each CIN and GSTIN against government records and builds a clean, deduplicated client register - directors, registered offices and registrations included.
Watch the calendar build itself
Day 1 · automatic
The statutory rule engine generates every recurring obligation per client - GST returns, TDS deposits, ROC annual filings, KYC dates - and schedules them forward indefinitely. Event-based filings get added as they arise.
Invite your team and assign work
Day 2 · self-serve
Staff join with role-scoped access: CA staff see tax workflows, CS staff see secretarial work, admins see everything. Drag tasks across the board, balance workloads, and set escalation rules for at-risk items.
Connect GST and switch on reminders
Week 1 · a few clicks per client
Enable the taxpayer-consented GST connection for each client and turn on WhatsApp reminders. From here, filing statuses sync in, clients get chased automatically, and your team starts every morning with one honest dashboard.
FAQ
Common questions
A built-in statutory rule engine covers GST returns, TDS deposits and returns, ROC annual filings, DIR-3 KYC, DPT-3, MSME-1, advance tax and more. Rules update when the law changes - your calendar just stays correct.
Never carry a due date in your head again
Start your 14-day free trial. No credit card required.