Run Automation
Pick a client, assessment year, and the documents to download.
Clients
Your own clients. Each user's client data is separate — adding a client grants you access to it automatically.
Add Client
Your Clients
| Name | Type | PAN | GSTIN | Mobile | Status | Actions |
|---|
Job History
Your last 100 runs.
| Client | A.Y. | Documents | Status | Date |
|---|
Admin
Approve users and assign client access.
Users
| Status | Joined | Action |
|---|
Client Access
Client Master
Super-admin only. Every user's client records in one place — each user still owns their own data; this is the cross-user view.
Add Client (as super admin)
All Clients
| Name | Type | PAN | GSTIN | Mobile | Status | Actions |
|---|