Features built for Indian firms

Automatic task generation

Tag a client's compliances once. The tasks appear forever.

Every month, quarter and year-end, ReturnDone creates the exact statutory tasks each client needs — GSTR-1, GSTR-3B, TDS 24Q/26Q, ITR, advance tax, ROC filings, PF/ESI, PT — with the correct government due date and an internal target ahead of it. GST tasks generate per GSTIN, so a client registered in five states gets five sets.

Per-GSTIN generation for multi-state clients

Internal target dates ahead of every statutory deadline

Edit the due-date rule when the government moves one — the next period follows it

Compliance calendar and recurring deadlines

Review workflow

Staff submit. Partners approve — or send back with a comment.

Staff never mark their own work done; they submit for review. Partners and managers approve to Completed or return with a rework comment that stays on the record — so the same mistake stops repeating. Every status change, comment and file attachment is an append-only audit trail.

Rework comments preserved on the task, forever

Filed returns, challans and acknowledgements attached as proof

Blocked-on-client

"What are we waiting on, from whom, since when?"

The biggest real-world category — tasks stuck waiting for client documents — gets a dedicated view instead of being buried inside individual tasks. Each blocked item shows what's needed, from which contact, and how many days it's aged, with a one-tap secure upload link the client opens without any login.

Credential vault

GST, income-tax, MCA and TRACES logins out of Excel.

Client portal credentials are the single biggest security disaster in these offices — usually a shared spreadsheet. ReturnDone stores them per client, masked by default, role-restricted, with every reveal audit-logged. Aadhaar and other maximally-sensitive fields are treated the same way, aligned with the DPDP Act.

Password and credential security concept

And the rest

Everything else that keeps the office on time

Day-one bulk import

Bring 500 clients from Excel with self-documenting templates. Every row validated first, all-or-nothing — never half-done.

Alerts that escalate

Assignments, rework and approaching deadlines reach the right person by email and in the app — and a document nobody has sent climbs from a reminder to a chase email to a call task, rather than going quiet.

Client centre

Every client gets their own login: what is filed, what is coming up, acknowledgements to download, and a dashboard of the documents you have asked for — replacing the "is my GST done?" phone call.

DSC & registration expiry

Expiring digital signatures and registrations surface as event tasks — before they block an ROC filing.

Reports & workload

Period compliance summaries, staff productivity, per-client history — on screen for any financial year, without anyone rebuilding a tracker.

Employee document locker

Issue each employee their Form 16, Form 16A, TDS working or investment-proof acknowledgement through a private verified link — proof of the deduction, without a single login for the firm to manage.

The full list

Every feature, in one place

No feature matrix games — everything below is included on every plan, for every firm, from day one.

Work & tasks

The deadline engine — tasks appear on their own, get done under review, and leave a trail.

12 features

Auto-generated statutory tasks — GST, TDS, IT, ROC, PF/ESI, PT Per-GSTIN tasks for multi-state clients Statutory due date + earlier internal target on every task Adhoc / one-off tasks with dedicated add page Task codes for unambiguous reference Status flow: Open → In progress → Review → Completed Submit-for-review — staff never close their own work Rework with comments that stay on the record Blocked-on-client view with days-waiting ageing Edit a template's due-date rule — it applies from the next generated period Attachments: returns, challans, acknowledgements as proof Append-only activity trail on every task

Documents & collection

The system chases documents so your staff don't — and clients upload without a login.

9 features

Doc-collection templates per frequency — weekly to annual Partner-approved checklist blueprints that roll out to every client System-as-responsible: auto-reminders on schedule, no staff effort Per-document responsibility — system, staff, manager or partner Secure no-login upload links for clients Uploads propagate to every task needing that document Wrong-file handling: reject, re-request, status rolls back Download docs right from the task's required-docs tab Manual upload on the client's behalf

Clients & masters

One workspace per client — and your own firm sits first in the list as client #1.

9 features

Client workspace: overview, tasks, registrations, users, credentials, employees, billing Star the clients you open most — they come first in your list Your own firm tracked as client #1 — its compliance never slips Compliance profile per client — tag once, tasks forever Registrations: GSTINs, TAN, CIN, PF/ESI codes, DSC expiry Client users with roles — director, accountant, owner Per-client invoices Excel bulk import — validated, all-or-nothing, self-documenting templates Client codes — yours or auto-generated

Team & control

Everyone knows what's theirs — and you decide exactly what each role can see and do.

7 features

Unlimited team logins — free on every plan Preset + custom roles with per-permission control Allocation: map every client to one accountable person Hand-off when someone leaves — one guided step Pause access without losing history Performance per person: open, on-time, rework, filed early, reply time Team chat on tasks

Automation & alerts

Set the rules once in Preferences — reminders, escalations and generation run themselves.

4 features

Task generation schedule you control (Preferences) Firm holiday calendar — no reminders on off days Email and in-app alerts, per-event rules Escalation when a document request goes unanswered — chase, then a call task

Security & trust

Credentials out of Excel, every reveal logged, and DPDP-aligned handling throughout.

5 features

Credential vault — masked, role-restricted, reveal-logged Two-factor authentication with backup codes Firm-wide audit trail & sign-in log DPDP-aligned handling of Aadhaar & PAN Encrypted in transit and at rest, hosted in India

Client portal

Clients answer their own "is my GST done?" — and employees get their documents themselves.

3 features

Free client logins — see filings, dues, acknowledgements Document requests dashboard for clients Employee locker: Form 16 and 16A by private verified link

Practice & growth

See how the firm is running, keep what it knows, and grow it — priced by clients, never seats.