Apply, and we verify your practice
Enter your firm name, your ICAI membership number and the email you'll sign in with — about two minutes. Because ReturnDone holds real client tax data, a person checks your membership number before your firm is activated — no practice goes live unverified. We aim to do it within one business day, then email your activation code. The first Partner is the person who signs up.
Bring staff in with the right access
Invite staff and managers by email. They activate with a code, set a password, and land on a queue scoped to exactly what they're allowed to see — staff see only their own tasks. Running solo? Say so and skip this step.
Load the compliance template pack
The CA pack ships with 30–50 statutory tasks — GST, TDS, income tax, ROC, PF/ESI, PT — each with its due-date rule. Keep the standard set, disable what you don't offer, or add your own recurring definitions like "monthly MIS by the 5th."
Bring your client list from Excel
Download a self-documenting template, fill it in, upload. Every row is validated first — PAN, GSTIN, PIN, mobile formats, duplicates — and flagged row by row. Fix the file and import the whole set clean: all or nothing, never a half-done import to untangle. Then give each client its responsible person.
This month's tasks are already there
The moment clients are tagged, ReturnDone generates the period's tasks with correct statutory and internal dates, pre-assigned. Open the dashboard and the whole firm's workload — due today, this week, overdue — is in front of you.
