Total Clients
0
Active clients
Upcoming Filings
0
Next 30 days
Overdue Filings
0
Needs attention
Collected (Month)
₹0
This month
Pending Amount
₹0
Outstanding dues
📅 Upcoming Filings
0 pending
💰 Payment Overview
0 pending
| Client | Type | PAN / GSTIN | Contact | Pending | Actions |
|---|
| Filing Type | Client | Period | Due Date | Status | Actions |
|---|
Collected This Month
₹0
Pending Amount
₹0
Overdue Payments
0
| Client | Description | Amount | Paid | Due Date | Status | Actions |
|---|
💬 Message Generator
📋 Message Preview
Generated message will appear here…
📚 Available Templates
📅 Filing Due Reminder
Gentle reminder about an upcoming filing deadline. Polite and professional tone.
🚨 Urgent Filing Reminder
For filings due within 1-3 days. Creates urgency while staying professional.
⚠️ Filing Overdue Notice
Firm notice for overdue filings with action required.
💰 Payment Reminder (Polite)
Friendly reminder about pending payment dues.
💼 Payment Reminder (Firm)
Firm follow-up for overdue payments with clear timeline.
📄 Document Request
Request required documents for filing preparation.
📊 Monthly Summary
Complete monthly summary of filings and payments.
⚙️ Google Sheets Integration
Deploy your Code.gs as a Web App and paste the URL here
📖 Setup Instructions
- Open Google Sheets and create a new spreadsheet.
- Open Extensions → Apps Script.
- Delete everything and paste the contents of Code_GoogleAppsScript.gs (included in download).
- Click Deploy → New deployment → Web App.
- Set "Execute as" = Me, "Who has access" = Anyone.
- Click Deploy, authorize the permissions.
- Copy the Web App URL and paste it in Settings → Apps Script URL above.
- Click Initialize Google Sheets — this creates all required sheets.
- Click Sync Now — your data will now be saved in Google Sheets!
⚠️ Keep this HTML file saved on your computer or host it on any free hosting (Netlify, Vercel). Your data lives in Google Sheets — safe forever.