How to do things in Sakshra
Short guides, written against the screens as they are. Can't find it? Ask us.
Getting started
From sign-up to a board full of filings in an afternoon.
sakshra.com → Start free trial
Importing your clients
One Excel workbook brings in clients, staff, signatories and your firm's details.
Clients → Import
The compliance board
Every filing every client owes, by urgency, with the law behind each date.
Board
Documents and requests
A vault for each client, and requests that chase themselves.
Vault · Requests
Preparing GST returns
GSTR-1 and GSTR-3B prepared from the client's register.
GST returns
Billing your clients
Fee plans, GST invoices in your series, and payment.
Billing
The client portal
Your clients' own view of their affairs, in your firm's name.
Clients → a client → Portal access
Attendance, leave and the office
The working day: who is in, who is away, what came and went.
Attendance · Inward / outward · Appointments
Your account and two-step sign-in
Passwords, authenticators, recovery codes and passkeys.
Account
Exporting your data
Everything your firm has, in one download, whenever you want it.
Settings → Your data