Director KYC tracking, GST notice downloads, and UDIN checks
30 October 2026
This update introduces per-director KYC tasks, automated GST notice harvesting via the Chrome extension, and UDIN portal verifications. We have also added safeguards for subscription payments and improved business name validations.
New
- Chrome extension: The browser extension now automatically harvests GST notices, allowing you to download them directly to your workspace without manually logging in.
- Compliance bot: Automated portal checks now support the UDIN portal, helping your team verify records automatically.
- Clients: You can now add contact persons directly on the new business creation screen, saving you the hassle of adding them later.
- WhatsApp messages: Firms will now receive automated alerts via WhatsApp and email if a subscription payment is delayed or marked as not received.
Improved
- Tasks: Director KYC tasks are now split automatically so you can accurately track the filing progress for each individual director.
- Clients: When adding or editing a business, the system now warns you if the business name you entered does not match the official MCA or GST register.
- Tasks → Trademarks: Trademark tasks now display a direct link to view the official registry result and proof image.
- Settings → Integrations: Added detailed, step-by-step connection guides for third-party apps and removed complicated technical tokens to keep the screen clean.
Fixed
- Billing & plan: Added safeguards for interrupted subscription payments, showing a 'Please do not pay again' notice and recovery options if your money was debited but the payment is still pending.
- Dashboard home: Added date validation when recording outgoing Digital Signature Certificates (DSCs) to prevent accidental date typos.
