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Practice Management
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CA Practice Dashboard

Automated client document vault & AWS Bedrock AI WhatsApp delivery portal

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Active Clients
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Documents
Professional
Plan Active
Online
AI WhatsApp Bot

Recent Clients

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Quick Actions

Add Client
Register new CA client
Upload File
ITR, GST, TDS documents
WhatsApp AI Portal
Test client queries & automated delivery

Payment & Invoice History

Verified Razorpay transactions and official receipts

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