Consultancy Workflow Admin Dashboard

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WORK CATEGORIES

Employee workloads

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Company-Wise Master Tracker

Task breakdown statuses across different businesses

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Company Details	Registration	Tasks Breakdown

Companies Index

Search Companies

Company Name	Tax ID / Code	Registration Type	Status	Active Tasks	Actions

Tasks Ledger

Centralized database of GST, audits, and statutory work filings

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Filter by Status

Assignee

Company

Sl. No.	Date	Company Name	Task Title	Period	Assignee	Due Date	Fee & Payment	Status Badge	Remark	Invoice Status	Actions

WhatsApp Broadcast

Distribute template-based messages to selected client phone numbers

1 Select Target Clients

Select All Clients 0 selected

2 Compose & Send message

Select Message Template

Template Content (Use placeholders: {company_name}, {client_username}, {client_password}, {login_url})

Select at least one client to start sending broadcast messages.

Bulk Actions:

Sl. No.	Task Description	Company / Client	Period	Due Date	Status	Document Link (Google Drive)	Remarks / Notes	Invoice Status	Action
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Sl. No.

Task Description

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Period

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Status

Document Link (Google Drive)

Remarks / Notes

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WORK CATEGORIES

Employee workloads

Company-Wise Master Tracker

Companies Index

Consultant Network

Tasks Ledger

WhatsApp Broadcast

1 Select Target Clients

2 Compose & Send message

Welcome to CUBE CONNECT

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₹0.00

Good Standing

Portal Security

Corporate Profile

My Tasks Ledger

Welcome to CUBE CONNECT Staff Portal

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My Assigned Workload

ACCOUNTSCUBE CORPORATE
CONSULTING LLP

Admin Portal

Staff Portal

Client Portal

Admin Access

Client Login Portal

Staff Login Portal

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0

0

0

WORK CATEGORIES

Employee workloads

Company-Wise Master Tracker

Companies Index

Consultant Network

Tasks Ledger

WhatsApp Broadcast

1 Select Target Clients

2 Compose & Send message

Welcome to CUBE CONNECT

0

0

₹0.00

Good Standing

Portal Security

Corporate Profile

My Tasks Ledger

Welcome to CUBE CONNECT Staff Portal

0

0

0

My Assigned Workload

Inactivity Timeout

Manage Work Categories

Active Categories

Employee Tasks

Company Name

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0

₹0.00

Company Registration & Contact Details

Pending Works

Completed Works History

Register New Company

Company Profile

Portal Access Settings

Add Consultant

Register Task

Task Remark

Invoice Management Workspace

Invoice Info

Client Details

Task References

Service Details Table

Invoice Calculations

ACCOUNTSCUBE CORPORATECONSULTING LLP

INVOICE

Invoice Main Settings

Reset Admin Password

Change Admin Password

Outgoing SMTP Settings

ACCOUNTSCUBE CORPORATE
CONSULTING LLP