Getting Started
Adding & Managing Clients
Add and organise clients in QwikCA — store GSTIN, PAN and contacts, group clients, manage credentials securely and give clients access to their own portal.
Your client list is the heart of QwikCA. Every task, document, invoice and reminder is linked to a client, so getting this right makes everything else easier.
Adding clients
You can add clients two ways:
- One at a time — go to Clients → Add Client and fill in the details.
- Bulk import — upload a spreadsheet to onboard your entire book at once.
What QwikCA stores for each client
- Identity — name, type (individual, firm, company, LLP, trust), PAN and GSTIN
- Contacts — phone numbers and emails for the client and any representatives
- Credentials — securely stored login details for portals you manage on the client’s behalf
- Services — the recurring services you provide (GST, TDS, ITR, ROC, audit, accounting)
- Documents — files the client has shared or you’ve requested
Grouping and filtering
Tag and group clients by service, partner-in-charge, branch or category so you can quickly pull up, for example, “all GST clients due this month” or “all clients of a particular manager.”
Client credentials vault
Login details you manage for clients (portals, utilities) are stored in an encrypted vault and only visible to authorised team members. This keeps sensitive credentials out of spreadsheets and personal chats.
Giving clients portal access
Invite a client to their own Client Portal so they can upload documents, see requests and track their work — without endless email back-and-forth.