Pro Plan • Active
FY: 2024-25

Dashboard

Total Clients
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Registered client profiles
Pending Documents
0 0 pending
Awaiting client submission
Active Filings
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In current cycle
Completed Filings
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100% documents received
Client
Filing & Cycle
Document Progress
Last Reminder
Status Actions
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Document Requests

Track client document requests, checklist progress, and collected files

Showing 0 requests
Client Request Title Period Cycle Progress Status Manage

Pending Documents

Track clients with outstanding document requests and follow up with 1-click WhatsApp reminders

Showing 0 clients with pending documents
Client Name Firm Name(s) Pending Document Checklist Actions
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Clients List

Client contact profiles, associated firms, and filing scope

Client Name Firm Name(s) WhatsApp / Phone Filing Scope Actions

Firms & Businesses

Client business entities, proprietorships, partnerships, and GSTIN/PAN profiles

Showing 0 firms
Firm / Business Name Entity Type GSTIN / PAN Assigned Client FY Documents Actions
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Document List

Standard document templates for client filing checklists

Showing 0 templates
Document Template Category Usage in Filings Applies To Status Actions

Client Filters & Tags

Configure entity types (Individual, Company, LLP) and custom profile filter tags

WhatsApp Message History

Complete audit log of all dynamic document checklists sent to clients via WhatsApp

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Messages Sent
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Clients Reached
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Documents Requested
Active
WhatsApp Channel
Sent Date & Time Client & Phone Filing & Period Requested Documents Checklist Delivery Status Action

Firm Settings

Manage practice profile, firm details, and active financial year

Active Financial Year

Operating financial year for all dashboard statistics, client checklists, and reminders.

Register another year:
Auto-enrolls all clients with standard document checklists
All Registered Financial Years Years with existing filings cannot be deleted to prevent data loss
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Firm Details

Official firm identity, notification email, and primary contact phone

Used in client message templates and official communication.
Jurisdiction for financial year cycles and tax filings.

WhatsApp Direct Automation (Option 3)

Link your WhatsApp to send dynamic document checklists to all clients with 1 button click automatically

Checking...

Anti-spam pause between each recipient when sending to all (Recommended: 10–30s • Protects your WhatsApp account against spam flags).

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Reminder Message Templates & Languages

Customize reminder message wording for English, Gujarati, and Hindi with dynamic variables

Click to Insert Dynamic Variable at Cursor: Dynamic part replaced per client & filing
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Tip: WhatsApp supports markdown bold (*text*) and italic (_text_). Variables inside {...} will be replaced with real client and document data.
Live WhatsApp Preview Sample Client

Firm Terminology & Vocabulary

Customize terms used throughout your workspace (e.g. Clients vs. Customers vs. Candidates)

Used when referring to 1 individual or entity (e.g. Client, Customer, Taxpayer).
Used in dashboard metrics (e.g. "Total Clients", "Pending Clients").
Used for cases & processes (e.g. Tax File, Filing, Audit, Onboarding).
Used for cycles (e.g. Financial Year, Assessment Year, Quarter).
Preview: Client Profile Tax File Filing Active Financial Year

My Profile & Account

Personal credentials, organizational title, and account security

Personal Details

Your public identity displayed on client checklists, activity logs, and official records

Displayed on client checklists and activity logs.
Official email address used for portal authentication.
Direct mobile / WhatsApp number for communication.

Security & Password

Update your password to keep your DocPing workspace secure

Must be at least 6 characters. Leave empty if keeping current password.
Re-enter the new password to confirm.

Subscription & Practice Plans

Select the optimal plan for your accounting, tax, or legal practice. Upgrade or change anytime.

Annual Pro Plan

Active

Expires in 364 days on 2027-10-23

Days Remaining
364 Days
Special Launch Promotion: Direct instant plan activations are active! Choose any plan below to activate or extend your practice access immediately without payment barriers.

Subscription & Activation History

Record of your past plan activations and validity periods

Plan Payment Method Amount Activated On Valid Until Status
No past activations found.

SaaS Master Platform Admin

Owner Portal

Global platform KPI overview, dynamic subscription pricing controls, and tenant firms directory.

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Tenant Firms
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Total Clients
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Filing Processes
₹0
Estimated MRR

Dynamic Pricing & Plan Manager

Change pricing, discounts, and plan details anytime. Updates immediately across the entire platform.

Tenant Firms & Organizations

Manage active firms, extend subscription days, toggle account access, or open firm workspaces

Firm / Practice Owner / Contact Clients / Users Plan & Validity Status Actions

DocPing

CPA & Accounting Portal