Collection
Gather founder docs and data once — no re-asking across email threads.
SBC Track
Compliance workspace · IndiaGCC intake to filings and client collaboration — one timeline for Indian professional services firms.
Checklist steps
Pre · Post · Registrations
Role portals
Manager · Lead · Client
Engagement thread
One source of truth
Spreadsheets, inboxes, and shared drives scatter Pre-inc, Post-inc, and registrations. Deadlines blur. Clients chase updates. Leads rebuild status from memory.
01
Steps, documents, and approvals live on a shared engagement thread.
02
Managers see the portfolio. Leads see the next action. Clients see what’s ahead.
03
Regulatory clarity without alarm theatre — status that still feels human.
Built around how Indian GCC setup actually runs — not a generic board dressed as compliance.
01
Name clearance, DSC, drafts, and founder paperwork — collected once, tracked to completion.
02
Certificates, bank setup, letterheads, and statutory kickoff once the CIN lands.
03
GST, labour, POSH, MSME, and more — Applicable or N/A, through collection → filing → approval.
Registration steps run Collection → Filing → Approval, with Applicable / N/A so the checklist matches the engagement.
Gather founder docs and data once — no re-asking across email threads.
Leads push statutory filings with status that managers can trust at a glance.
Clients see what’s next. Approvals land on the same engagement timeline.
Overview for managers. Focus for leads. Clarity for clients — same design language, role-true density.
Portfolio oversight
Create engagements, review submissions, and keep every firm matter visible without drowning in detail.
Execute the checklist
One next action at a time — collect, file, approve — with documents where clients expect them.
Stay in the loop
Submit incorporation data, upload signed docs, and track progress without chasing email.
Built for Indian professional services
Ready when you are
Sign in to your workspace, or reach out if your firm wants a clearer compliance cockpit.