| # | Client Name | PAN | Type | Phone | Registrations | Docs | Actions |
|---|
Personal / Business Details
🎯 Assign New Goal
📊 Team Goal Overview
🗓️ Apply for Leave
📋 My Leave History
Add Credential
| Client | PAN | Portal | Login ID | Password | 2nd ID | Notes | URL | Action |
|---|
Auto-Link Client Drive Folders
C-00001, C-00002… matching the IT File No. in each client's profile.
Enter your parent folder ID below, set the prefix & padding, then click Auto-Link All — the app fetches all subfolders and matches them to clients in one shot.
C- for C-00001🔗 Advanced: OAuth Drive Integration
Full OAuth lets clients browse their folders directly inside this portal.
| # | Client | Task | Type | Employee | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|
No compliance tasks added | |||||||
| # | Client | Description | 🏢 Firm | Amount | Invoice Date | Due Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
No fee records added | ||||||||
💬 Compose Message
{name} {pan} {phone} {firm}🎯 Filter Recipients
➕ Add Employee
👨💼 Employee List
Admin Account
WhatsApp API — Green API
✓ 100% FREE
Use your own WhatsApp number. Scan QR code once — then send bulk messages in ONE click, fully in the background.
Free plan: 500 messages/month forever.
green-api.com →
💾 Download Desktop App
Downloads this app as an HTML file with all your current data baked in. Open the downloaded file — all clients, credentials & due dates are already there. Add more data, then download again to get an updated copy.
EXIM_Connect_Vault_[date]_[N]clients.html✅ Open in any browser — no internet needed
✅ All 0 clients + credentials + due dates included
🔁 Download again anytime to get an updated snapshot