ClockingPulse Documentation
ClockingPulse is the definitive Compliance Engine and Practice Management Software for Indian Chartered Accountants. This documentation covers every module — from client onboarding and GST compliance workflows to WhatsApp-based document management and billing.
Quick Start Guide
Get ClockingPulse fully configured for your CA firm in under 10 minutes.
Create Your Workspace
A workspace is your firm's isolated environment. All client data, filings, and team members live here.
Invite Team Members
Add staff (Partners, Associates, Assistants). Role-based permissions ensure they only see what they need.
Import Your Clients
Use bulk CSV import or add clients one-by-one. PAN, GSTIN, and filing types auto-populate the Compliance Matrix.
Configure Notification Channels
Set up WhatsApp or Email notifications for upcoming compliance deadlines.
Onboarding Flow
First-time login triggers the onboarding wizard which collects your firm details and subscription information before activating your workspace.
Compliance Matrix
The Compliance Matrix is the core of ClockingPulse. It gives you a living, auto-updating bird's eye view of every client's compliance obligations — GST, Income Tax, TDS, ROC, and more.
Supported Filing Types
Notice Tracker & AI Copilot
Track statutory notices (Income Tax, GST, EPFO, etc.) per client. Instantly generate AI-drafted replies for GST scrutiny notices and check legal precedence using our RAG-powered engine.
DSC Tracker
Track Digital Signature Certificate expiry dates and physical dongle locations for all clients. Get automated renewal reminders 30 days before expiry.
Client Manager
The Client Manager gives you a 360° profile for every client — covering contact info, PAN/GSTIN, filing preferences, billing plans, and communication history.
Create a Client via API
curl -X POST https://api.clockingpulse.com/v1/clients \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"name": "Sharma Enterprises",
"pan": "ABCDE1234F",
"gstin": "07ABCDE1234F1Z5",
"email": "accounts@sharmaenterprises.com",
"filing_types": ["GSTR-1", "GSTR-3B", "ITR"]
}'Task Board
A Kanban-style task board scoped to your workspace. Create tasks from compliance due dates, notice deadlines, or manually. Assign to team members and track status.
To Do
In Progress
Completed
Invoices & Retainers
Generate GST-compliant invoices for your firm's services. Auto-calculate CGST/SGST/IGST based on client location. Export as PDF or send directly via WhatsApp.
Direct-to-Drive Sync
Documents sent by clients via WhatsApp are received, analyzed by AI, and uploaded directly to your Google Drive — entirely via in-memory streaming. File data never touches ClockingPulse servers.
How It Works
Client sends document via WhatsApp
Gemini 2.0 Flash AI reads & classifies (Bank Statement, PAN, Invoice...)
File streams via RAM → Google Drive (zero disk write)
Memory flushed. 0 bytes retained on ClockingPulse servers.
WhatsApp Center
Send automated reminders, collect client documents, and manage WhatsApp conversations — all from within ClockingPulse. Powered by the Meta Cloud API.
Billing & Wallet
ClockingPulse uses a robust Quota-First, Wallet-Fallback billing model. Your active subscription provides a monthly free quota for actions like WhatsApp messages and AI Scans. If you exhaust your monthly quota, the system falls back to your prepaid Atomic Wallet to charge overage fees directly.
Plans & Limits
| Feature | Starter (Free) | Solo Pro | Team (Pro) |
|---|---|---|---|
| Clients | 500 | Unlimited | Unlimited |
| Team Members | 1 | 3 | 10 |
| WhatsApp Messages/mo | 0 | 600 Included | 1800 Included |
| AI Doc Scans/mo | 0 | 500 Included | 3000 Included |
| Notice Drafts/mo | 0 | 5 Included | 20 Included |
| Storage / Drive Sync | 1 GB | 25 GB | 100 GB |
| Client Portal | ✗ | ✓ | ✓ |
| Audit Reports | ✗ | ✓ | ✓ |
Notice Copilot (Scrutiny Defense)
ClockingPulse Notice Copilot is an enterprise-grade AI workflow engineered specifically for Indian Chartered Accountants defending GST and Income Tax scrutiny notices (e.g., ASMT-10, DRC-01, Section 73/74, Section 148).
1. Statutory Ground Truth Extraction: Ingests uploaded notice PDFs or scans to isolate contested ITC demands, mismatch periods, penalty clauses, and statutory reply deadlines under strict regex boundaries.
2. Indian Kanoon Citation Verification: Queries Indian Kanoon to verify the factual existence of cited Supreme Court and High Court precedents, actively safeguarding against generative LLM citation hallucinations.
3. Transparent Verification Scope & Good-Law Limitation: Indian Kanoon lookup verifies that cited judgments genuinely exist; it does not evaluate “good law” status (e.g., whether a precedent has been modified on appeal or superseded by retrospective statutory amendment). Final legal interpretation and submission remain solely with the practicing Chartered Accountant under ICAI standards.
4. DPDP Act 2023 Local PII Scrubbing: Client identifiers (PAN, GSTIN, Aadhaar) are scrubbed before prompt synthesis to enforce non-retention compliance.
PII Redaction Firewall
Before any message is sent to our AI engines, it passes through a zero-ingestion regex firewall. Any PAN, Aadhaar, or GSTIN patterns are instantly replaced with [REDACTED] locally on the server.