A modern web application for Chartered Accountants and Company Secretaries to automate compliance reminder delivery to their clients.
- ✨ User Authentication - Login, Signup, and Password Reset
- 👥 Client Management - Add, edit, view, and manage clients
- 📋 Compliance Tracking - Assign and track statutory compliances
- 📅 Due Date Management - Automatic due date calculation and tracking
- 🔔 Automated Reminders - Email reminders 7 days before due dates
- 📊 Dashboard - Overview of upcoming due dates and statistics
- 📤 Bulk Import - Import multiple clients via Excel/CSV
- ⚙️ Settings - Configure profile and email preferences
- Frontend: React 18 + TypeScript
- Build Tool: Vite
- Styling: Tailwind CSS
- UI Components: Custom shadcn/ui inspired components
- Routing: React Router v6
- Icons: Lucide React
- Date Handling: date-fns
- Node.js >= 18.0.0
- npm or pnpm
- Install dependencies:
npm install- Start the development server:
npm run dev- Open your browser and navigate to:
http://localhost:5173
npm run buildThe built files will be in the dist directory.
npm run previewsrc/
├── components/
│ ├── ui/ # Reusable UI components
│ └── layout/ # Layout components (AppLayout, AuthLayout)
├── pages/
│ ├── auth/ # Authentication pages
│ ├── dashboard/ # Dashboard page
│ ├── clients/ # Client management pages
│ ├── compliances/ # Compliance pages
│ ├── due-dates/ # Due date pages
│ ├── reminders/ # Reminder history
│ └── settings/ # Settings pages
├── data/ # Mock data
├── types/ # TypeScript type definitions
├── lib/ # Utility functions
└── App.tsx # Main app component with routing
/auth/login- Login page/auth/signup- Signup page/auth/forgot-password- Forgot password page
/dashboard- Main dashboard/clients- Client list/clients/new- Add new client/clients/:id- Client details/clients/:id/edit- Edit client/clients/import- Bulk import clients/compliances- Compliance list/compliances/client/:clientId- Manage client compliances/due-dates- Due dates list/due-dates/:id- Due date details/reminders- Reminder history/settings/profile- Profile settings/settings/email- Email settings
The application currently uses mock data for demonstration purposes. Mock data includes:
- 3 sample clients
- 10 compliance types (GST, TDS, ROC, etc.)
- 5 due dates
- 4 reminder logs
- Private Limited Company
- Public Limited Company
- One Person Company (OPC)
- Partnership Firm
- Limited Liability Partnership (LLP)
- Section 8 Company
- Trust
- Society
- Individual/Proprietorship
- Foreign Company
- GST: GSTR-1, GSTR-3B, etc.
- TDS: TDS Payment, TDS Returns (24Q, 26Q, 27Q)
- Payroll: PF Payment, ESI Payment
- ROC/MCA: MGT-7, AOC-4, DIN KYC
- Income Tax: ITR Filing, Tax Audit
- Firebase backend integration
- Real-time data synchronization
- Email automation via SendGrid/Resend
- SMS/WhatsApp reminders
- Advanced reporting and analytics
- Multi-user firm access
- Client portal
- Mobile app (React Native)
- The application is currently in UI-only mode with mock data
- Authentication is simulated (always authenticated)
- Form submissions log to console
- Backend integration pending
For detailed documentation, see the docs/ directory:
01-clarifying-questions.md- Design clarifications02-requirements-analysis.md- Functional requirements03-domain-model-and-types.md- Data models04-ui-flows-and-screens.md- UI specifications05-scheduling-architecture-and-integrations.md- Backend architecture06-technical-implementation-guide.md- Implementation guide
Proprietary
For questions or support, please contact the development team.