The whole firm in one queue
Every client for the period, with status, owner and deadline. A partner can see where the month is without asking anyone.
Solutions / CA Firms
Grow the client list. Keep every return in front of a partner.
For firms where the partner’s signature is the product. Lakshmitva does the preparation that grows with client count, and keeps the review that should not.
The ceiling
New clients are turned away, or taken on and handled late, because the article and junior team is already at capacity.
The blind spot
Partners learn about a client’s mismatches or missing statements in the last days before the 20th.
The risk
Review under deadline pressure is where errors slip through, and the signature on the return is the partner’s.
What changes
Review stays with partners. Preparation stops depending on headcount.
The engine takes on the work that grows in a straight line with every new client, so the firm can grow without that line.
Exceptions reach partners early
GSTR-2B mismatches, unexplained bank lines and missing documents appear as soon as they exist, sorted by credit at stake.
Sign-off with the working attached
Each return draft carries the reconciliation behind it. The reviewer approves a figure after seeing how it was reached.
Juniors review instead of type
Staff move from keying invoices to checking proposals and resolving exceptions, which is better training and better use of their time.
A record of every decision
Who coded, who changed it, who approved it, and when. Useful for internal quality review and for peer review files.
Branches, without silos
Multi-office firms can see status per office or across the firm, with access controlled by office and role.
A month with Lakshmitva
The same due dates, reached with time left
- Day 1-5
Documents come in through the portal
Clients upload against their checklist. Reading and coding start as files arrive, not when someone gets to them.
- Day 6-10
Books prepared, sales ready for GSTR-1
Coded entries go to review in batches. GSTR-1 drafts are ready before the 11th for monthly filers.
- Day 12-15
GSTR-2B matched and mismatches raised
As soon as 2B is in, purchases are reconciled. Supplier follow-up lists go to clients with days to act.
- Day 16-19
Partners review in order
Ready clients are sorted by deadline and value at stake. Approvals are recorded; queries go back with notes.
- Day 20
Filing, without the last-night rush
Your firm files approved returns through its usual process. The period is closed and the next one opens.
Who does what
Every role in the firm, with a clear part to play
Partner
- Sees firm-wide status and risk
- Reviews and approves return drafts
- Sets policy on credit and coding decisions
Manager
- Assigns clients and review batches
- Resolves mismatches with clients
- Watches workload and deadlines
Staff and articles
- Checks coding proposals
- Handles unmatched bank lines
- Sends drafted client requests
Client
- Uploads documents from a phone
- Answers queries against the exact line
- Sees what is still pending
Modules used most
Where this practice spends its time in the engine
Questions
Asked by CA firms
Does this change who is responsible for the return?
No. Lakshmitva prepares; the CA reviews, decides and files. Nothing is approved or filed by the system, and every approval is recorded against the person who gave it.
Will our clients know we use Lakshmitva?
The client portal and requests carry your firm’s name and logo. Clients experience it as your firm’s portal.
How long does onboarding a client take?
Importing a client’s chart of accounts and filing profile is the main step. Firms usually start with a few clients for one period, then bring in the rest once the review flow is familiar.
Can we try it on our own documents first?
Yes. A demo can be run on a month of real documents from two or three of your clients, so you see the queue your own work would produce.
Review slip · awaiting approval
See your own clients in the review queue before you decide.
Bring a month of real documents from two or three clients. We will run them through the engine with you and show you the review queue they produce.