Multi-branch practice management and task checklists
26 September 2026
You can now manage distinct branches with dedicated invoice series, PANs, and letterheads. We have also added subtask templates to standardize service delivery.
New
- Invoices: Support for branch-specific invoice numbering series and branch selection when creating or editing an invoice.
- Settings → Branches: Set up multiple operating branches or sister entities with their own PAN, GSTIN, letterhead, and bank accounts.
- Services & packages: Define standard subtask checklists on services that automatically populate whenever a service is scheduled.
- Tasks: Break client jobs into subtasks, monitor completion on the task card, and roll checklists over to the next compliance cycle.
- Clients: Assign clients to specific branches individually from the client sheet or in bulk using the branch assignment dialog.
Improved
- Invoices: TDS deduction cards and CSV reports now separate credits by each firm's distinct PAN for accurate Form 26AS matching.
- Proposals: Choose the issuing branch when drafting proposals to automatically apply that branch's letterhead, bank details, and GST rules.
- Proposals: The proposal timeline, audit trail, and signature cards now accurately reflect the staff member who authored the proposal.
- Team: Assign team members to specific branches directly from the employee management panel.
- Settings: Added color validation to prevent unreadable brand colors on client-facing letterheads and PDFs.