Scope
What this covers today, and what it does not.
Included
- A read-only seat in each client workspace you are invited to
- A cockpit, a cross-client compliance calendar and bulk actions across those clients
- GSTR-2B purchase reconciliation and a GST notice register
- The firm's own workspace: client roster, fee invoices, retainers and timer
- Record-only fields for assignment, UDIN, file number, engagement letter date and DSC expiry
Not included
- HR and payroll for the firm or its clients: that is ashr.work, not Finocket
- Filing GST returns directly with the GSTN: Finocket prepares, you file
- ITR e-filing
- Tax audit reports and audit workpapers
- Generating, validating or checking a UDIN
- DSC expiry reminders
- Client document requests and chasing
- Practice task and workflow management
- Any feature for marketing the firm to prospective clients
- Engagement-letter and client-KYC templates