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Sehgal & Associates
Practice Management System
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Sehgal & Associates
Practice Management
Overview
Home
All clients
My work
Activity log
Services
GST
Income Tax
IEC Code
MSME
TDS
Admin
Team & settings
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Add new client
Basic information
GSTIN
(auto-fetch details)
Fetch →
Firm / client name *
PAN
Contact person
Registered email
Registered phone
WhatsApp (91XXXXXXXXXX)
State
Assigned staff
-- Unassigned --
Services enrolled — tick to add credentials
📋 GST
🏛️ Income Tax
🌐 IEC Code
🏭 MSME
💰 TDS
GST portal credentials
GST type
Regular
Composition
QRMP
Export
ISD
GST registration date
Turnover slab
--
Below ₹1.5 Cr
₹1.5–5 Cr
₹5–20 Cr
Above ₹20 Cr
GST portal username
GST portal password
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OTP / EVC mobile
Income Tax portal credentials
IT portal username (PAN)
IT portal password
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ITR type
--
ITR-1
ITR-2
ITR-3
ITR-4
ITR-5
ITR-6
TDS / Traces portal credentials
TAN number
Traces username
Traces password
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IEC Code details
IEC code
IEC issue date
MSME / Udyam details
Udyam registration no.
Enterprise category
--
Micro
Small
Medium
DSC details
DSC holder name
DSC expiry date
DSC class
--
Class 2
Class 3
Notes
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Save client
Bulk import clients from Excel / CSV
⬇ Download Excel template
Fill the template and upload below. GSTIN details will be auto-fetched.
Drop your Excel or CSV file here
or click to browse — supports .xlsx, .xls, .csv
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Full name *
Email address *
Password *
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Role
Staff
Admin
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Filing status
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