Detailed guides for KaryiQ Practice and KaryiQ ERP modules.
360° client database with entity type, PAN, GSTIN, addresses, directors, bank details, services subscribed, credentials stored, and documents uploaded. Bulk import/export via CSV. Advanced search and filtering by city, entity type, source, and status.
Track GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, CMP-08 and 15+ form types. Filing status, acknowledgement numbers, deadlines, assigned staff, and remarks. Monthly tracker for GSTR-1/3B with auto-status. Vendor compliance checking.
New registration, amendment, cancellation, revocation tracking. ARN numbers, application status, document checklist, and deadline management for each client.
ITR-1 through ITR-7 tracking per client. Filing status, acknowledgement, refund status, demand notices, and revision history. Bulk status updates and staff assignment.
Track AOC-4, MGT-7, DIR-3 KYC, DIR-12, SH-7, INC-22, and 30+ MCA forms. MCA status tracking (STP Approved, Under Query, Rejected). LLP forms included. Penalty tracking.
Form 24Q, 26Q, 27Q, 27EQ quarterly filing tracker. Challan tracking, TRACES integration support, and penalty calculation for late deposits.
Digital Signature Certificate lifecycle management. Provider, type, portal mapping, token location, expiry alerts (30-day advance), and renewal tracking.
License type (Basic/State/Central), expiry tracking, annual return filing (Form D-1, D-2), auto-status for approaching renewals, and compliance dashboard.
Custom compliance checklists per client. Track completion status, assign staff, set deadlines. Pre-built templates for annual compliance routines.
Statutory, tax, GST, internal, concurrent, and 15 audit types. Engagement tracking from appointment to report submission. Observation management.
Create tasks linked to clients and modules. Checklists, comments, time tracking, status pipeline (Pending → In Progress → Review → Completed). Bulk operations and filters.
Professional GST invoices, recurring billing, payment recording, credit notes, client ledger, PDF generation, email delivery. Bank account and UPI integration.
Pipeline stages (New → Contacted → Interested → Proposal → Won/Lost). Follow-ups, activity log, source tracking, conversion to client, and bulk actions.
Log time against clients and tasks. Billable/non-billable categorization. Time-to-invoice conversion. Staff productivity reports.
Encrypted credential storage for client portal logins (Income Tax, GST, MCA, TRACES, EPFO). Access logging with who viewed what and when.
Firm settings, financial year management, 7 role levels, per-module permissions (view/create/edit/delete/export/import/email/approve), SMTP configuration, dropdowns customization.
Real-time KPIs — active customers, open orders, sales this month/year, outstanding payments, low stock alerts, QC pending, production status. Quick-action buttons for common workflows.
Lead pipeline with stages, follow-ups, quotations, and conversion. Contact management, activity timeline, email/call logging, and win/loss analytics.
Create sales orders from leads or directly. Line items with product specs, pricing, taxes. Order confirmation, delivery tracking, and invoice generation.
Vendor management, PO creation, GRN (Goods Receipt Note), quality inspection on receipt, vendor performance tracking, and payables management.
Multi-warehouse stock management. Item master with SKU, UOM, BOM linkage. Stock transfers, adjustments, reorder alerts, and batch/serial tracking.
Bill of Materials with multi-level BOM explosion. Work order generation, job card tracking, capacity planning, and material requirement planning (MRP).
Inspection plans, QC parameters, pass/fail/hold decisions. Incoming, in-process, and final inspection stages. Non-conformance tracking and CAPA.
Gate entry/exit for materials, vehicles, and visitors. Material movement tracking with challan, weighbridge, and security clearance workflows.
Dispatch planning, packing lists, e-way bill integration, transporter management, delivery tracking, and proof of delivery.
Chart of accounts, journal entries, ledgers, trial balance, P&L, balance sheet. GST-compliant invoicing, TDS management, and bank reconciliation.
Employee master, attendance, leave management, salary processing, PF/ESI calculation, payslip generation, and statutory compliance.
Multi-level approval chains for POs, SOs, expenses, and leave. Configurable rules based on amount, department, or category.
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