Practice Pulse — one screen a firm partner checks every morning: compliance deadlines, billing, receivables ageing, and staff load. Live and in use. See it yourself at /demo-ca-practice-dashboard.html.
A mid-sized chartered accountancy practice (name withheld at the client's request)
Deadlines, billing and staff load lived in separate tools no partner checked daily
HTML/CSS/JS, Chart.js
Live and in use
Indian statutory compliance runs on a relentless calendar — GSTR-1, GSTR-3B, advance tax instalments, tax audit reports, ROC filings, TDS returns — each with its own due date and its own list of clients still pending. At a firm running dozens of these in parallel, that information lived scattered across accounting software, a practice register, and partners' own memory. Nothing forced a single, honest morning view of what was overdue, what was due soon, and who on the team was already over capacity.
Practice Pulse — a single-page dashboard a partner opens once each morning. A compliance deadline tracker sorts every upcoming filing by urgency, with a client count against each one. Billing and collections KPIs sit alongside outstanding receivables, broken into an ageing chart so nothing chases itself into "over 90 days" unnoticed. A staff utilisation view flags team members at or near capacity before it becomes a missed deadline, not after. In the delivered build this data syncs live from the firm's own accounting software and practice register; the public demo below stands in sample data for that live feed so it can be shown without exposing real client data.
Six views, one screen.
Every filing, sorted by urgency
Month-to-date, against last month
0–30 to 90+ days, color-coded
Bookkeeping, GST, audit, ROC, tax
Flags near- and at-capacity staff
By monthly recurring fee
A partner scans this once, doesn't read it — so it leans on information design over prose: color and iconography carry urgency (never color alone), tables stay sortable by what matters, and every chart ships with a "view as table" fallback and a text description for accessibility. Numbers use Indian lakh formatting and the Indian financial year, because that's the vocabulary the firm actually works in, not a generic template retrofitted to it.
A dashboard built around how your team actually works, not a generic template.
