Good morning
Staff Overview
My To-Do List
Clients
Manage your client portfolio and GST filing status
GST Turnover
Per client, from filed GSTR-1 — last 2 years & this year to date
Staff Members
Manage your team and their client assignments
Messages
Bulk WhatsApp reminders and reply tracking
Client Groups
Group companies under one parent (e.g. Patel Group - 3 companies)
Udyam (MSME) Verification
Verify clients' Udyam registration live from the government portal. Results are cached and shared, so a number anyone has already checked returns instantly.
Verify Udyam numbers
Approval Requests
Review and approve change requests from staff
Tasks
Assign and track work across your team
Reports
Filing compliance, late filings, and client summaries
Settings
Firm Details
Change Password
Enter your current password and a new password (at least 8 characters). The change takes effect immediately.
Two-Factor Authentication
Data & Privacy (DPDP Act)
Your rights under the Digital Personal Data Protection Act, 2023: access, correction, erasure and consent withdrawal - as easy as giving it. Full details in our Privacy Notice.
Grievance Officer: Himanshu Daga · info@caledger.in · acknowledged within 48 hours, resolved within 7 working days. Unresolved grievances may be escalated to the Data Protection Board of India.
Recycle Bin
Accidentally deleted a client? Recover them here within 24 hours of deletion. All data is encrypted end-to-end.
Plan & Staff Limits
WhatsApp Business API Coming soon
Soon you'll be able to connect your firm's WhatsApp Business account to send filing-due reminders and bulk updates to clients directly from Caledger - with per-client delivery tracking and staff-wise send analytics. For now you can still message clients via the wa.me links on the Messages page.
For your security, the API access key will be stored encrypted on our servers and never in your browser. We'll notify you when this is ready.