AKA Smart Compliance Portal

Smart Dashboard

Tasks for Today + Open Backlog

Task	Client	Allocated To	Status

Upcoming Deadlines

Task	Client	Allocated To	Deadline	Status

Team Workload

Weekly Compliance Mix

Clients Requiring Attention

Highest risk first

Recent Activity

Live feed

Company Pulse

0 healthy

00 Total Companies

00 At Risk

00 Missing Email

00% Profile Complete

Entity Health

Score based on profile completeness

Critical Gaps

Highest priority issues first

—

0 Overdue

0 Due in 7 Days

0 On Track

0 Delivered

Upcoming Deadlines

Task	Deadline	Status

Document Vault

—

Completion

Recent Meetings

Ownership Structure

Directors

Shareholders

Report Builder

Generate company and user performance workbooks from compliance, meetings, and corporate records.

Report Type Company User Date Mode Financial Year Start Date End Date

Report Highlights

Select filters and generate a report to preview highlights.

Suggested Analysis

Automatic observations based on current report scope.

Workbook sheets preview

Entity Master

Manage entity details used across compliance records.

Entity ID	Name of Company	Type of Company	Date of Incorporation/Birth	Contact Person	Email ID	Mobile No.	CIN/LLPIN/Reg. No.	Registered Office Address	Actions

Current Tasks

Task Allocation Register

Status Team Lead / Exec. Team Client Search

Client	Task Description	Team Lead	Executing Team	Internal Deadline	Statutory Deadline	Status	Approved By	Date Delivered	On Time / Delay	Revenue	Billed	Amount Received	Remarks	Actions

Delivered Work by Staff

Select Month

Staff Name	Items Delivered

Revenue

Admin-only revenue, unbilled, and pending-collection summaries.

Financial Year

Month

Month	Revenue

Client

Client	Revenue

Staff

Staff	Revenue

Client

Client	Task	Delivered	Revenue	Action

Client

Client	Task	Delivered	Amount	Action

Tax Corner

GST and Income Tax credentials and filing status tracker.

Client

GSTIN Login ID Password Filing Frequency Financial Year

Month / Quarter	GSTR 1 Status	GSTR 3B Status

PAN Login ID Password Financial Year Income Tax Filing Status

Trademark

Application tracking with status filters and bulk import.

Status Filter Search

Application No. Trademark Applicant Name Client Name Status Hearing Date Remark

	Application No.	Trademark	Applicant Name	Client Name	Status	Hearing Date	Remark	Last Updated On	Updated By	Actions

Corporate Records

Central repository for key corporate documents and registers.

Constitution Documents COI, MoA, AoA + additional uploads

Investors Agreement SSA, SHA, Promoters Employment Agreement

Directors Details Maintain director register with actions

Name of Director DIN Designation Date of Appointment DSC Expiry Date

Name of Director	DIN	Designation	Date of appointment	DSC expiry date	Actions

Ownership Structure Maintain shareholding register + CSV import

Name of Shareholder Number of Shares Held Type of Shares Series of Shares Folio No. DP ID Client ID PAN Email ID Mobile Number

Sr. No.	Name of Shareholder	Number of Shares Held	Type of Shares	Series of Shares	Folio No.	DP ID	Client ID	PAN	Email ID	Mobile Number	Actions

Meeting Records

Company meetings and minutes, organized by financial year.

Company Financial Year Meeting Type

Sr. No.	Date	Time (Start/End)	Agenda	Directors Attended	Otter attendees	Notice of Meeting	Proof of Circulation	Minutes	Attendance Sheet	CTC Resolutions	Created By	Actions

Audit Trail

System-generated log of all portal actions

Date & Time	User	Action	Details