Compliance Dashboard
A live view of what's filed, what's due, and what's overdue — so the CA is reviewing, not chasing.
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Compliant
0 items
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Due within 30 days
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Overdue
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Upcoming filings
Next statutory events across all forms, nearest first.
Register snapshot
What's currently on file.
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Directors on record
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Loans tracked
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Loans needing DPT‑3
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Documents in vault
Add a company, a director or a loan to see compliance intelligence here.
Folio 01 · Master Data
Company Master
Stored once. Every other module and form draft pulls from here.
Folio 02 · Register of Directors
Directors
DIN, KYC and DSC status for every person on the board.
| Name | DIN | Designation | DSC expiry | DIN KYC due | Status |
|---|
Folio 03 · Loans Register
Loans
Every loan entered once, auto-classified from rules you control in the Admin Panel.
| Lender / party | Type | Outstanding (₹) | Interest | Classification |
|---|
Folio 04 · Compliance Calendar
Filing Calendar
Standard annual filings plus anything you add, ranked by status automatically.
| Due date | Filing | Form | Status |
|---|
Folio 05 · Form Generator
DPT‑3 Working Draft
Answer a few questions; the draft pulls figures from the loans register instead of a blank MCA PDF.
Questionnaire
Form DPT‑3 — Return of deposits / particulars of transactions not treated as deposits.
Pulled automatically from the loans register
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Loans flagged "Needs DPT-3"
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Exempt loans
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Not-deposit loans
Draft summary
For CA review — not a filed return.
Fill in the questionnaire and generate a draft to preview it here.
Folio 06 · Vault
Document Vault
Small files (under 4 MB) are stored directly; larger files are logged by reference.
| Title | Category | Reference no. | Date | File |
|---|
Files are stored as text-encoded data on this device, capped at ~4 MB each. Use GitHub Backup in Admin to sync them to other devices.
Folio 07 · Admin
Admin Panel
Trivial changes — theme, AI wiring, classification rules, calendar templates, backups — without needing a rebuild.
Appearance
Accent colour used across badges, buttons and highlights.
App version
This install is v1.0.0. Checks version.json on the server for a newer release.
Not checked yet
Ask ROC — AI assistant (Cloudflare Workers AI)
Point this at your own Cloudflare Worker to power the floating assistant and "explain this field" answers.
GitHub backup
Push your data to a private GitHub repo so you can restore it on another phone/tablet. Use a fine-grained personal access token scoped to just this one repo, with Contents: Read & Write.
No backup has been made from this device yet.
Loan classification rules
Controls the automatic classification shown in the Loans Register and DPT‑3 draft.
Compliance calendar templates
These regenerate the standard annual events. Edit the day/month or add your own recurring filing.
Local backup & reset
Export everything as a JSON file, restore from one, or wipe local data.