Complete Functional Overview

Advanced Features Built for CAs

Explore how KlerkOne standardizes compliance tasks, safeguards client datasets, and automates team operations in real-time.

Compliance Tracker & Deadlines

Sync GSTR-1, GSTR-3B, Income Tax Return (ITR), TDS, and ROC deadlines. Keep absolute visibility of approaching due dates, and monitor filings across multiple taxpayers with automatic status indicators.

Client & Director Management

Maintain comprehensive client profiles. Log business registrations (LLPs, Proprietorships, Corporates), associate managing directors with active DINs, track PAN/TAN numbers, and secure tax portal credentials in one secure hub.

DSC Expiry Management

Track Digital Signature Certificates (DSC) for directors. Monitor token expiries dynamically and trigger notifications weeks before deadlines.

Maker → Checker Pipelines

Standardize audit checks. Articles draft return computations (Maker), and partners verify worksheets and sign off filings (Checker).

Real-Time cloud sync (KlerkOne DB)

Integrates out of the box with the KlerkOne PostgreSQL database. Enables immediate sync of client records, task status logs, and documents across desktop and web applications with automatic backups.

Live Workspace Simulator

Take KlerkOne for a spin. Tap through the core tabs below to preview the desktop console user experience.

ONBOARDING3
Abhi Industries Ltd
Collect Bank Statements
Dr. R. Sharma
ITR-4 Input forms
DRAFTING2
Global Logistics
Reconciling GSTR-2B
VERIFICATION1
Apex Logistics
Awaiting Partner Sign-off
FILED4
K.M. Consultancy
GSTR-1 Filed. ACK Recd.
Trigger: GSTR-1 Deadline (T-5 Days) System checks pending documents queue
Active
Action: Dispatch Smart Reminder Sends WhatsApp + Email to client requesting sales ledger
Pending
Action: Receive Files & Update Status Auto-scans PDF, checks columns, alerts CA Staff
Waiting
Total Revenue tracked
₹8,42,000
+12% this month
Average turnaround
4.2 Days
-1.5 days saved
Quarterly Growth Metrics
Q3 FY25Q4 FY25Q1 FY26Q2 FY26 (Proj)