AuditFlow Pro – Secure CA Client Manager

AuditFlow Prov4.0 · PHP

Main

Work

Tools

Dashboard

Welcome back! Here's your practice overview.

Clients

0 clients

📥 Import XLS

0 selected

🔍

	Client Name	Type	Categories	PAN / GSTIN	Contact	Filings	Outstanding	Actions

Add New Client

Full Name *

Client Type

Phone *

📥 Import Clients from Excel

Detected 0 columns and 0 rows.

Default Client Type

Default Category

Assign to Staff

Select Staff Member(s) Hold Ctrl/Cmd to select multiple.

Client

👥 Contacts

Name	Department	Mobile	Email	Actions

💰 Payments

Description	Invoice Amount	Paid	Status

Add Contact

Name *

Department

Mobile

Add Credential

Portal / Service *

Username / User ID

Password

Notes

Filings

Manage compliance filings

0 selected

🔍

Due Date: to

Period:

	Filing Type	Client	Categories	Period	Due Date	Status	Actions

Add Filing

Client *

Filing Type *

Period

Due Date *

Status

Notes

Staff Assignment Assign all active staff

📅 Generate Monthly Filings

Month *

Year *

Filing Type *

Due Date *

Status

Notes

Select Client Categories *

Only clients matching selected categories will get filings.

Update Filing Status

New Status

Notes

Payments

Track client payments

0 selected

🔍

Payment Date: to

	Client	Description	Total ₹	Paid ₹	Balance ₹	Due Date	Status	Next Follow-up	Follow-ups	Assigned	Actions

Add Payment

Client *

Description

Total Amount (₹) *

Amount Paid (₹)

Due Date

Status

Notes

Staff Assignment Assign all active staff

Update Payment

Amount Paid (₹)

New Status

Notes

💰 Log Payment Follow-up

Mode *

Outcome *

Notes

Schedule Next Follow-up Date

Optional — sets the next payment follow-up reminder.

💡 Auto update: Outcome "Paid" → Payment marked as Paid automatically.

Tasks

Work assignment & tracking

Task Date: to

Client	Work Details	Assigned To	Task Date	Status	Next Follow-up	Follow-ups	Actions

Assign Task

Client *

Assign To (Staff) *

Work Details *

Task Date

Status

Comments / Notes

Update Task Status

New Status

Update Date

Comments / Reason

📞 Log Follow-up

Mode *

Outcome *

Notes

Schedule Next Follow-up Date

Optional — sets the next follow-up reminder on this task.

💡 Auto update: "Done" → Task Completed. "In Progress / Discussed / Waiting" → Task moves to In Process.

Staff

Manage your team

Name	Mobile	Email	Join Date	Resign Date	Status	Actions

Add Staff

Full Name *

Mobile *

Email (optional)

Join Date

Resign Date

Staff will login with their mobile number + this password.

Settings

Practice configuration

🏢 Practice Information

Practice Name

Admin Name

🔐 Account Info

Email: demo@auditflow.pro

Role: Administrator

Practice ID: demo-practice

✅ Your data is protected by Supabase Row Level Security via PHP session.

📊 Data Summary

💾 Data Backup

Export all your data as JSON. You can restore it anytime.

⬆️ Import JSON

🔑 Change Password

New Password

Confirm Password

🏷️ Categories & Client Types

Admin only — changes apply to all staff immediately

Client Categories

Click × on a tag to remove it. Changes save immediately.

Client Types

Click × on a tag to remove it. Changes save immediately.

💬 Message Generator

Generate WhatsApp & Email reminders

Generate Message

Select Client

Select Template

Select Filing (optional)

📋 Message Preview

Generated message will appear here…

💚 WhatsApp 📧 Email

🧪 DEMO MODE — Sample data only. Nothing is saved. Changes reset on refresh.

🚀 Create Free Account Login →

Dashboard

Clients

Add New Client

📥 Import Clients from Excel

Assign to Staff

Client

👥 Contacts

📋 Filings

💰 Payments

Add Contact

Add Credential

Filings

Add Filing

📅 Generate Monthly Filings

Update Filing Status

Payments

Add Payment

Update Payment

💰 Log Payment Follow-up

Tasks

Assign Task

Update Task Status

📞 Log Follow-up

Staff

Add Staff

Settings

🏢 Practice Information

🔐 Account Info

📊 Data Summary

💾 Data Backup

🔑 Change Password

🏷️ Categories & Client Types

💬 Message Generator

Generate Message

📋 Message Preview