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Stop juggling spreadsheets and multiple tools. AgentBooks Professional brings your entire practice into one place.
Manage your entire client portfolio from a single dashboard. Track compliance status, health scores, pending tasks, and deadlines across every client — with drill-down access to each account.
File GSTR-1, GSTR-3B, GSTR-9, and GSTR-9C for all clients in bulk. Auto-reconcile ITC across your entire portfolio and generate filing summaries with one click.
A unified compliance calendar across all clients with every GST, TDS, ROC, and income tax deadline. Automated reminders via WhatsApp and email — for you and your clients.
AI-powered health scores for every client — tracking GST compliance rate, payment behaviour, ITC utilisation, and financial health. Identify at-risk clients before problems escalate.
Give each client a secure, branded portal to upload documents, view reports, approve invoices, and communicate with your team — reducing back-and-forth by up to 80%.
Get engagement letters, financial statements, and tax returns signed digitally with Aadhaar-based e-sign. Legally valid under the IT Act. No printing, scanning, or courier delays.
Generate branded financial reports with your firm's logo, letterhead, and colour scheme. Deliver professional P&L, Balance Sheet, and MIS reports that impress clients.
Track time spent per client and engagement type. Generate invoices directly from time logs with one click. Analyse profitability per client and identify your most valuable engagements.
All plans include 14-day free trial. No credit card required.