Dashboard

Welcome back, Accountant. Here's your firm overview.

42
Total Clients
18
Active Tasks
7
Upcoming Deadlines
$28,450
Revenue This Month
Upcoming Deadlines (Next 7 Days)
ClientTypeDateStatus
Acme Pte LtdGST Return22 Mar 2026Pending
Zenith CorpACRA Filing23 Mar 2026Ready
Nova SolutionsECI Submission24 Mar 2026Draft
Bright TradingForm C-S25 Mar 2026In Progress
Apex HoldingsGST Return27 Mar 2026Pending
Quick Actions
Client Summary
ClientUENLast SyncGST StatusTasksActions
Acme Pte Ltd201812345A21 Mar 2026Filed3
Zenith Corp201923456B20 Mar 2026Pending5
Nova Solutions202034567C21 Mar 2026Filed2
Bright Trading201845678D19 Mar 2026Draft4
Apex Holdings201756789E20 Mar 2026Pending1
Pacific F&B Group202167890F21 Mar 2026Filed2
Summit Consulting201978901G18 Mar 2026Ready3
Orchid Retail Pte Ltd202089012H20 Mar 2026Draft1

Client List

Manage all your firm's clients

Company NameUENContactStatusService TierGST StatusLast ActivityActions
Acme Pte Ltd201812345AJohn TanActiveProRegistered21 Mar 2026
Zenith Corp201923456BSarah LimActiveProRegistered20 Mar 2026
Nova Solutions202034567CMike WongActiveFreemiumNot Registered21 Mar 2026
Bright Trading201845678DLisa ChenPendingProRegistered19 Mar 2026
Apex Holdings201756789EDavid LeeActiveProRegistered20 Mar 2026
Pacific F&B Group202167890FAmy NgActiveFreemiumRegistered21 Mar 2026
Summit Consulting201978901GPeter GohArchivedFreemiumNot Registered18 Mar 2026
Orchid Retail Pte Ltd202089012HRachel KohActiveProRegistered20 Mar 2026

Import Clients

Bulk import clients from CSV or XLSX files

Drag & drop your CSV or XLSX file here, or click to browse

Supported formats: .csv, .xlsx (max 10MB)

Field Mapping Preview
CSV ColumnMaps ToSample DataStatus
company_nameCompany NameTest Corp Pte LtdMapped
uenUEN Number202312345AMapped
contact_emailContact Emailtest@corp.sgMapped
phonePhone Number+65 6123 4567Needs Review
Import History
DateFileRecordsSuccessErrorsStatus
15 Mar 2026clients_batch3.csv12111Completed
01 Mar 2026new_clients_feb.xlsx880Completed
15 Feb 2026migration_data.csv25232Completed

Classification & Tags

Organize clients with tags and categories

Industry Tags
Technology (8) F&B (6) Retail (5) Professional Services (7) Manufacturing (4) Healthcare (3) Construction (5) Logistics (4)
Company Size
Micro (12) Small (18) Medium (8) Large (4)
Service Tier
Pro (24) Freemium (18)
Filing Cycle
Monthly GST (15) Quarterly GST (20) Annual Only (7)

Client Notes

Keep track of important client information

Add Note
Notes Timeline — Acme Pte Ltd
Sarah Chen21 Mar 2026, 10:30 AM
Client confirmed they want to proceed with the tax restructuring plan. Meeting scheduled for next week to finalize details.
David Lim18 Mar 2026, 3:15 PM
GST return for Q4 2025 has been prepared and sent to client for review. Awaiting approval before submission to IRAS.
Sarah Chen15 Mar 2026, 11:00 AM
Received updated bank statements from DBS. Reconciliation in progress — 3 unmatched transactions flagged for review.
Amy Tan10 Mar 2026, 2:45 PM
Annual report draft completed. Pending partner review before sending to client.
David Lim05 Mar 2026, 9:30 AM
Client inquired about S14 R&D tax deduction eligibility. Researching applicable provisions.
Sarah Chen01 Mar 2026, 4:00 PM
Onboarding completed. All incorporation documents received and filed in Document Vault.

Document Vault

Secure document storage for all clients

Folders
  • Contracts
  • Incorporation
  • Tax Filings
  • Invoices
  • Other

Drop files here or click to upload

NameTypeSizeUploaded ByDateActions
📄 Service_Agreement_2026.pdfPDF2.4 MBSarah Chen15 Mar 2026
📄 NDA_Signed.pdfPDF1.1 MBDavid Lim10 Mar 2026
📊 Fee_Schedule.xlsxXLSX340 KBSarah Chen01 Mar 2026
📄 Board_Resolution.pdfPDF890 KBAmy Tan20 Feb 2026
📄 Company_Profile.docxDOCX560 KBDavid Lim15 Feb 2026

Roles & Permissions

Manage team roles and access levels

Permission Matrix
PermissionPartnerManagerSenior AccountantJunior Accountant
Clients — View✅✅✅✅
Clients — Edit✅✅✅❌
Clients — Delete✅✅❌❌
Transactions✅✅✅✅
Reports✅✅✅❌
Tax Filing✅✅❌❌
Admin Settings✅❌❌❌

Client Access

Manage team member access to client accounts

Team MemberRoleClients AssignedPermission LevelLast Access
Sarah ChenPartnerAll (42)Full Access21 Mar 2026, 10:30 AM
David LimManager18 clientsRead/Write21 Mar 2026, 9:45 AM
Amy TanSenior Accountant12 clientsRead/Write20 Mar 2026, 5:30 PM
Kevin OngSenior Accountant10 clientsRead/Write21 Mar 2026, 8:15 AM
Rachel KohJunior Accountant6 clientsRead Only20 Mar 2026, 4:00 PM

2FA Settings

Two-factor authentication configuration

Enforce 2FA for All Firm Users
Require all team members to enable two-factor authentication
User2FA EnabledMethodLast Verified
Sarah ChenYesAuthenticator App21 Mar 2026
David LimYesAuthenticator App20 Mar 2026
Amy TanYesSMS19 Mar 2026
Kevin OngNo——
Rachel KohYesAuthenticator App18 Mar 2026

Audit Log

Track all actions across the platform

TimestampUserActionClientDetailsIP Address
21 Mar 10:30Sarah ChenLogin—Successful login via 2FA203.116.45.12
21 Mar 10:15David LimEditAcme Pte LtdUpdated GST return Q4 2025203.116.45.15
21 Mar 09:45Amy TanExportZenith CorpExported P&L report to PDF203.116.45.18
21 Mar 09:30Kevin OngUploadNova SolutionsUploaded bank statement203.116.45.20
20 Mar 17:15Sarah ChenFilingPacific F&BSubmitted GST return to IRAS203.116.45.12
20 Mar 16:30David LimCreateBright TradingCreated new journal entry203.116.45.15
20 Mar 15:00Rachel KohViewApex HoldingsViewed balance sheet203.116.45.22
20 Mar 14:30Amy TanEditSummit ConsultingUpdated chart of accounts203.116.45.18
20 Mar 11:00Sarah ChenApproveOrchid RetailApproved invoice #INV-2026-042203.116.45.12
19 Mar 16:45Kevin OngReconcileAcme Pte LtdMatched 12 bank transactions203.116.45.20
19 Mar 14:00David LimDeleteNova SolutionsDeleted draft journal entry JE-0045203.116.45.15
19 Mar 10:30Rachel KohLogin—Successful login via 2FA203.116.45.22

Sessions

Manage active user sessions

UserDeviceIP AddressLocationLogin TimeStatusActions
Sarah ChenChrome / macOS203.116.45.12Singapore21 Mar 2026, 08:30Active
David LimFirefox / Windows203.116.45.15Singapore21 Mar 2026, 09:15Active
Amy TanSafari / iOS203.116.45.18Singapore20 Mar 2026, 14:00Active
Kevin OngChrome / Windows42.60.102.33Johor Bahru, MY21 Mar 2026, 08:00Active
Rachel KohEdge / Windows203.116.45.22Singapore20 Mar 2026, 16:30Idle

Client Switcher

Quick access to all client accounts

Acme Pte LtdActive
UEN: 201812345A
Zenith CorpActive
UEN: 201923456B
Nova SolutionsActive
UEN: 202034567C
Bright TradingPending
UEN: 201845678D
Apex HoldingsActive
UEN: 201756789E
Pacific F&B GroupActive
UEN: 202167890F
Summit ConsultingArchived
UEN: 201978901G
Orchid Retail Pte LtdActive
UEN: 202089012H

Bank Feeds

Real-time bank transaction feeds across clients

DBS
Connected — 28 clients
UOB
Connected — 15 clients
OCBC
Connected — 12 clients
Transaction Feed
DateDescriptionAmountClientStatus
21 Mar 2026Payment from ABC Corp+$12,500.00Acme Pte LtdMatched
21 Mar 2026Office Supplies — Challenger-$245.80Zenith CorpMatched
20 Mar 2026AWS Cloud Services-$1,890.00Nova SolutionsPending
20 Mar 2026Client Payment — INV-042+$8,750.00Bright TradingMatched
19 Mar 2026Staff Salary — Mar 2026-$45,200.00Apex HoldingsMatched
19 Mar 2026Unknown Transfer+$3,200.00Pacific F&BUnmatched
18 Mar 2026Rent — Orchard Building-$6,500.00Summit ConsultingMatched
18 Mar 2026POS Sales Collection+$4,320.50Orchid RetailPending

Reconciliation

Match bank transactions with invoices and expenses

145
Matched
12
Unmatched
8
Pending Review
Suggested Matches
Bank Transaction
Payment from ABC Corp
$12,500.00
⟷
98% match
Invoice / Expense
INV-2026-038
$12,500.00
Bank Transaction
Office Supplies
$245.80
⟷
95% match
Invoice / Expense
EXP-2026-112
$245.80
Bank Transaction
AWS Cloud Services
$1,890.00
⟷
92% match
Invoice / Expense
EXP-2026-108
$1,890.00
Bank Transaction
Client Payment
$8,750.00
⟷
88% match
Invoice / Expense
INV-2026-035
$8,750.00
Bank Transaction
POS Sales Collection
$4,320.50
⟷
85% match
Invoice / Expense
INV-2026-041
$4,350.00
Bank Transaction
Unknown Transfer
$3,200.00
⟷
72% match
Invoice / Expense
INV-2026-030
$3,200.00

Chart of Accounts

Manage account templates for clients

CodeAccount NameTypeBalance
1000Cash and Cash EquivalentsAsset$125,450.00
1100Accounts ReceivableAsset$89,200.00
1200InventoryAsset$45,300.00
1500Fixed AssetsAsset$280,000.00
2000Accounts PayableLiability$67,800.00
2100GST PayableLiability$12,340.00
2500Bank LoanLiability$150,000.00
3000Share CapitalEquity$100,000.00
3100Retained EarningsEquity$209,810.00
4000Sales RevenueRevenue$520,000.00
5000Cost of Goods SoldExpense$312,000.00
6000Operating ExpensesExpense$98,190.00

Journal Entries

Create and manage journal entries

New Journal Entry
Recent Entries
DateDescriptionDebitCreditAmountStatus
21 Mar 2026Payment received — INV-0381000 Cash1100 AR$12,500.00Posted
20 Mar 2026Office supplies purchase6000 OpEx1000 Cash$245.80Posted
20 Mar 2026Monthly rent accrual6000 OpEx2000 AP$6,500.00Posted
19 Mar 2026Sales revenue — March week 31100 AR4000 Revenue$28,400.00Posted
18 Mar 2026Depreciation — equipment6000 OpEx1500 Fixed Assets$2,800.00Draft
17 Mar 2026GST collection1000 Cash2100 GST Payable$1,420.00Posted

Consolidated Reports

Firm-wide financial overview across all clients

$2.4M
Total Revenue
$1.6M
Total Expenses
$800K
Net Profit
42
Total Clients
Revenue vs Expenses
Jan Feb Mar ■ Revenue ■ Expenses
ClientRevenueExpensesNet ProfitMargin
Acme Pte Ltd$520,000$380,000$140,00026.9%
Zenith Corp$380,000$245,000$135,00035.5%
Nova Solutions$290,000$210,000$80,00027.6%
Bright Trading$450,000$320,000$130,00028.9%
Apex Holdings$680,000$420,000$260,00038.2%

Client Reports

Generate financial reports for individual clients

Profit & Loss — Acme Pte Ltd (FY 2025/2026)
AccountCurrent PeriodPrevious PeriodVariance
Revenue
Sales Revenue$420,000$380,000+10.5%
Service Income$100,000$85,000+17.6%
Total Revenue$520,000$465,000+11.8%
Expenses
Cost of Goods Sold$312,000$290,000+7.6%
Operating Expenses$98,190$92,000+6.7%
Total Expenses$410,190$382,000+7.4%
Net Profit$109,810$83,000+32.3%

GST Filing

Prepare and file GST returns for clients

ClientPeriodOutput TaxInput TaxNet GSTStatusActions
Acme Pte LtdQ4 2025$18,200$12,400$5,800Filed
Zenith CorpQ4 2025$14,500$9,800$4,700Ready
Nova Solutions————Not Registered—
Bright TradingQ4 2025$22,100$16,300$5,800Draft
Apex HoldingsQ4 2025$35,600$24,200$11,400Pending
Pacific F&B GroupQ4 2025$8,900$6,100$2,800Filed
Summit Consulting————Not Registered—
Orchid RetailQ4 2025$11,200$7,800$3,400Ready

Income Tax

Corporate income tax management and filing

Form C-S Preview — Acme Pte Ltd
ClientYARevenueTaxable IncomeTax PayableStatus
Acme Pte Ltd2026$520,000$109,810$12,292.70Draft
Zenith Corp2026$380,000$135,000$16,575.00Pending
Bright Trading2026$450,000$130,000$15,725.00Filed
Apex Holdings2026$680,000$260,000$37,825.00In Progress

ACRA XBRL

Generate and file XBRL reports to ACRA

ClientFY EndFiling DeadlineXBRL StatusActions
Acme Pte Ltd31 Dec 202530 Jun 2026Generated
Zenith Corp31 Dec 202530 Jun 2026Draft
Nova Solutions31 Mar 202630 Sep 2026Not Started
Bright Trading31 Dec 202530 Jun 2026Filed
Apex Holdings31 Dec 202530 Jun 2026Generated
Filing History
ClientFYFiled DateStatusRef No.
Bright TradingFY 202515 Mar 2026AcceptedACRA-2026-00891
Acme Pte LtdFY 202428 Jun 2025AcceptedACRA-2025-01234
Zenith CorpFY 202425 Jun 2025AcceptedACRA-2025-01198

Deadline Calendar

Track all filing and compliance deadlines

March 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
GST — Acme
16
17
18
19
20
ACRA — Zenith
21
22
GST — Orchid
23
ACRA — Bright
24
ECI — Nova
25
C-S — Apex
26
27
GST — Pacific
28
29
30
ECI — Zenith
31
C-S — Bright
1
2
3
4
GST ACRA ECI Form C-S
Upcoming Deadlines
22 Mar
GST Return Filing
Orchid Retail
23 Mar
ACRA Annual Return
Bright Trading
24 Mar
ECI Submission
Nova Solutions
25 Mar
Form C-S Filing
Apex Holdings
27 Mar
GST Return Filing
Pacific F&B
30 Mar
ECI Submission
Zenith Corp
31 Mar
Form C-S Filing
Bright Trading
01 Apr
GST Return Filing
Acme Pte Ltd
15 Apr
ACRA Filing
Apex Holdings
30 Apr
Income Tax
Zenith Corp

Tax Worksheets

Prepare tax computation worksheets

Corporate Tax Computation — YA 2026
ItemAmount (SGD)Notes
Net Profit per Accounts$109,810Per audited FS
Add: Non-deductible items
Entertainment expenses$4,50050% disallowed
Depreciation$15,200Replace with CA
Donation$2,000Separate deduction
Less: Non-taxable items
Capital allowances($12,800)Per CA schedule
Further deduction — R&D($5,000)S14 qualified
Adjusted Profit$113,710
Less: Donation deduction (2.5x)($5,000)
Chargeable Income$108,710
Tax @ 17%$18,480.70
Less: Tax Exemption (New Startup)($6,375.00)75% on first $10K + 50% on next $190K
Net Tax Payable$12,105.70

Tasks

Manage team tasks with a Kanban board

To Do 5
Prepare GST Return
Acme Pte Ltd
Due: 22 MarHigh
SC
Review Bank Statements
Zenith Corp
Due: 23 MarMedium
DL
Update Chart of Accounts
Nova Solutions
Due: 25 MarLow
AT
File ACRA Return
Bright Trading
Due: 23 MarHigh
KO
Reconcile Q4 Transactions
Pacific F&B
Due: 27 MarMedium
RK
In Progress 3
Tax Computation YA2026
Apex Holdings
Due: 25 MarHigh
SC
Monthly Reconciliation
Orchid Retail
Due: 28 MarMedium
AT
Invoice Generation
Summit Consulting
Due: 30 MarLow
DL
Review 2
Form C-S Draft
Bright Trading
Due: 31 MarReview
KO
Management Report
Zenith Corp
Due: 24 MarReview
RK
Done 4
GST Filing Q3
Pacific F&B
20 MarDone
SC
Bank Reconciliation
Acme Pte Ltd
19 MarDone
DL
Annual Report
Orchid Retail
18 MarDone
AT
Payroll Processing
Apex Holdings
17 MarDone
KO

Client Requests

Manage incoming client requests and queries

Inbox
Acme Pte LtdNew
Request for tax computation breakdown
21 Mar 2026, 10:15 AM
Zenith CorpIn Progress
Missing invoice for Feb supplier payment
20 Mar 2026, 4:30 PM
Nova SolutionsNew
Question about R&D tax incentive eligibility
20 Mar 2026, 2:00 PM
Bright TradingIn Progress
Need updated balance sheet for bank loan
19 Mar 2026, 11:45 AM
Pacific F&B GroupResolved
GST registration query for new branch
18 Mar 2026, 9:30 AM
Orchid RetailResolved
Annual report ready for review?
17 Mar 2026, 3:15 PM
Reply

Approvals

Review and approve pending submissions

GST Return Filing — Q4 2025
Zenith Corp — Submitted by David Lim on 20 Mar 2026
Invoice #INV-2026-045
Acme Pte Ltd — Submitted by Amy Tan on 20 Mar 2026
Journal Entry — JE-0089
Bright Trading — Submitted by Kevin Ong on 19 Mar 2026
Tax Computation YA2026
Apex Holdings — Submitted by David Lim on 19 Mar 2026
ACRA XBRL Submission
Acme Pte Ltd — Submitted by Amy Tan on 18 Mar 2026

Auto-Filing Rules

Automate document classification and filing

Rule NameConditionActionClients AppliedStatusActions
Auto-categorize Bank StatementsFile type = PDF & sender contains "bank"File to Bank Statements folderAll ClientsActive
Invoice RecognitionSubject contains "invoice" or "bill"Extract & file to InvoicesPro Clients (24)Active
Receipt Auto-MatchAmount matches pending expenseAuto-reconcile transaction12 clientsActive
Tax Document AlertContains "IRAS" or "Notice of Assessment"Alert + file to Tax folderAll ClientsPaused

Bulk Invoicing

Generate and send invoices to multiple clients

Invoice Template
Select Clients
5 clients selected — Total: $15,000.00

Recurring Tasks

Schedule and manage recurring task templates

TaskFrequencyNext RunClientsStatusActions
Monthly Bank ReconciliationMonthly01 Apr 2026All ClientsActive
GST Return PreparationQuarterly01 Apr 2026GST-registered (28)Active
Management Report GenerationMonthly01 Apr 2026Pro Clients (24)Active
Payroll Processing ReminderMonthly25 Mar 202615 clientsActive
Annual Tax Filing PrepAnnually01 Oct 2026All ClientsActive
ACRA Compliance CheckAnnually01 May 2026All ClientsPaused

Fee Management

Manage client fee structures and billing

ClientFee TypeAmountBilling CycleStatusActions
Acme Pte LtdFixed$2,500/monthMonthlyActive
Zenith CorpFixed$3,000/monthMonthlyActive
Nova SolutionsHourly$150/hourMonthlyActive
Bright TradingFixed$2,800/monthMonthlyActive
Apex HoldingsFixed$4,500/monthMonthlyActive
Pacific F&B GroupProject$5,000/projectQuarterlyActive
Summit ConsultingHourly$120/hourMonthlySuspended
Orchid RetailFixed$2,200/monthMonthlyActive

Time Tracking

Track billable hours across clients

00:00:00
Weekly Summary
32.5h
Total Hours
28.0h
Billable
4.5h
Non-Billable
$4,200
Billable Value
DateClientTaskDurationBillableTeam Member
21 Mar 2026Acme Pte LtdTax Computation2h 30m✅Sarah Chen
21 Mar 2026Zenith CorpGST Filing1h 45m✅David Lim
20 Mar 2026Nova SolutionsReconciliation3h 00m✅Amy Tan
20 Mar 2026Bright TradingGeneral Accounting2h 15m✅Kevin Ong
20 Mar 2026InternalTeam Meeting1h 00m❌Sarah Chen
19 Mar 2026Apex HoldingsTax Computation4h 00m✅Sarah Chen
19 Mar 2026Pacific F&BReconciliation2h 30m✅Rachel Koh
19 Mar 2026Orchid RetailGST Filing1h 30m✅David Lim
18 Mar 2026InternalTraining3h 30m❌Rachel Koh
18 Mar 2026Summit ConsultingAnnual Report2h 00m✅Amy Tan

Service Invoicing

Create and manage service invoices

Create Invoice
Invoice #ClientAmountDateStatusActions
INV-2026-045Acme Pte Ltd$2,500.0021 Mar 2026Draft
INV-2026-044Zenith Corp$3,000.0015 Mar 2026Sent
INV-2026-043Apex Holdings$4,500.0015 Mar 2026Paid
INV-2026-042Orchid Retail$2,200.0001 Mar 2026Paid
INV-2026-041Bright Trading$2,800.0001 Mar 2026Sent
INV-2026-040Pacific F&B$5,000.0001 Mar 2026Paid

Payments

Track payment status across clients

28
Paid
5
Overdue
9
Pending
ClientInvoice #AmountDue DateStatusPayment Method
Acme Pte LtdINV-2026-038$2,500.0015 Mar 2026PaidBank Transfer
Zenith CorpINV-2026-044$3,000.0030 Mar 2026Pending—
Nova SolutionsINV-2026-036$1,800.0010 Mar 2026Overdue—
Bright TradingINV-2026-041$2,800.0031 Mar 2026Pending—
Apex HoldingsINV-2026-043$4,500.0030 Mar 2026PaidPayNow
Pacific F&BINV-2026-040$5,000.0015 Mar 2026PaidCheque
Summit ConsultingINV-2026-032$800.0028 Feb 2026Overdue—
Orchid RetailINV-2026-042$2,200.0015 Mar 2026PaidBank Transfer

Profitability

Analyse firm profitability by client

$45,200
Total Revenue
$18,300
Total Costs
$26,900
Net Profit
$1,076
Avg Per Client
ClientRevenueTime CostOther CostsProfitMargin %
Acme Pte Ltd$2,500$800$200$1,50060.0%
Zenith Corp$3,000$1,200$150$1,65055.0%
Nova Solutions$1,800$900$100$80044.4%
Bright Trading$2,800$1,000$250$1,55055.4%
Apex Holdings$4,500$1,800$300$2,40053.3%
Pacific F&B Group$5,000$2,200$400$2,40048.0%
Summit Consulting$800$600$100$10012.5%
Orchid Retail$2,200$900$150$1,15052.3%

Client Portal

Configure client-facing portal access

Enable Client Portal
Allow clients to access their documents and reports
ClientPortal StatusLast LoginDocuments SharedActions
Acme Pte LtdActive20 Mar 202612
Zenith CorpActive19 Mar 20268
Nova SolutionsInvited—3
Bright TradingActive18 Mar 202610
Apex HoldingsActive21 Mar 202615
Pacific F&B GroupDisabled—0
Client Portal Preview

Client sees: Dashboard, Documents, Reports, Messages

Branded with your firm's logo and colours

Notifications

Stay updated on all platform activity

📋
David Lim submitted GST Return for Zenith Corp for approval
10 minutes ago
✅
Bank reconciliation completed for Acme Pte Ltd — 12 matches
25 minutes ago
💰
Payment received from Apex Holdings — INV-2026-043 ($4,500)
1 hour ago
📄
New document uploaded to Bright Trading vault by client
2 hours ago
⚠️
Deadline approaching: GST Filing for Orchid Retail in 2 days
3 hours ago
👤
Rachel Koh logged in from new device (Edge / Windows)
5 hours ago
📊
Monthly management report generated for 24 Pro clients
Yesterday, 5:00 PM
🔔
IRAS acknowledged GST filing for Pacific F&B Group
Yesterday, 3:30 PM
📝
Amy Tan added notes to Acme Pte Ltd client file
Yesterday, 2:15 PM
⏰
Recurring task triggered: Monthly Bank Reconciliation for all clients
2 days ago

Team Chat

Internal team communication

DL
David Lim
Manager
AT
Amy Tan
Senior
KO
Kevin Ong
Senior
RK
Rachel Koh
Junior
PG
Peter Goh
Manager
DL
Hey Sarah, I've finished the GST return for Zenith Corp. Can you review?
10:15 AM
SC
Sure, I'll take a look now. Did you reconcile the input tax with the bank feeds?
10:18 AM
DL
Yes, all matched. There's one discrepancy of $45.80 that I flagged for review.
10:20 AM
SC
Good catch. Let me check the original invoice. Can you also prepare the Acme return next?
10:22 AM
DL
Will do. Amy is also working on the Bright Trading reconciliation. We should be done by EOD.
10:25 AM
SC
Perfect. Let's aim to file the Zenith and Acme returns by tomorrow. 👍
10:28 AM

Document Annotations

Review and annotate client documents

Acme_Financial_Statements_2025.pdf

Click to open document viewer

Annotations (4)
Sarah Chen21 Mar, 10:30 AM
Revenue figure on page 3 needs to be reconciled with the bank statement total. There's a $2,400 variance.
📌 Page 3, Revenue Section
David Lim20 Mar, 4:15 PM
The depreciation schedule doesn't match the fixed asset register. Please verify the additions for Q4.
📌 Page 7, Note 5
Amy Tan20 Mar, 2:00 PM
Client confirmed the related party transactions are correctly disclosed. Email reference: RE-2026-0089.
📌 Page 12, Note 18
Kevin Ong19 Mar, 11:00 AM
Tax provision calculation looks correct. Verified against the tax computation worksheet.
📌 Page 9, Note 10

API Access

Manage API keys and integrations

📖 API Documentation
Key NameAPI KeyCreatedLast UsedStatusActions
Production Key8L_prod_****************************3f9a01 Jan 202621 Mar 2026Active
Staging Key8L_stag_****************************7b2c15 Feb 202620 Mar 2026Active
Webhook Key8L_hook_****************************1d4e01 Mar 202619 Mar 2026Active
Webhook Configuration

App Marketplace

Connect with third-party tools and services

📸
DextConnected
Automated receipt and invoice data capture with AI extraction
📊
Spotlight ReportingConnected
Advanced financial reporting and visual dashboards
📋
BluesheetsAvailable
Collaborative working papers and audit documentation
📂
KarbonAvailable
Practice management and workflow automation
🔄
Xero MigrationAvailable
Seamless data migration from Xero to 8ledger
💳
StripeConnected
Online payment processing for client invoices

JadeFolio Integration

Connect with JadeFolio for payroll and HR data

Connection Status
Last sync: 21 Mar 2026, 08:00 AM
Connected
Sync Settings
Payroll Data
Sync monthly payroll journals
Leave Records
Import leave accrual data
Employee Data
Sync employee master records
ClientJadeFolio CompanyEmployeesLast SyncStatus
Acme Pte LtdAcme Pte Ltd4521 Mar 2026Synced
Zenith CorpZenith Corporation2821 Mar 2026Synced
Apex HoldingsApex Holdings Pte Ltd12020 Mar 2026Synced
Pacific F&B GroupPacific F&B8520 Mar 2026Pending

Bank Connections

Manage bank feed connections for clients

DBS
DBS Bank
28 clients connected
Active
UOB
UOB
15 clients connected
Active
OCBC
OCBC
12 clients connected
Active
ANX
ANEXT Bank
3 clients connected
Active
MAY
Maybank
Not yet connected
Available
ClientBankAccount TypeLast FeedStatus
Acme Pte LtdDBSCurrent Account21 Mar 2026Active
Zenith CorpUOBCurrent Account20 Mar 2026Active
Nova SolutionsDBSSavings Account21 Mar 2026Active
Apex HoldingsOCBCCurrent Account20 Mar 2026Active
Pacific F&B GroupDBSCurrent Account21 Mar 2026Active

Branded Portal

Customise the client portal with your branding

Firm Logo

Upload your firm logo (PNG, SVG)

Brand Colours
Primary: #C9A03D
Secondary: #2C5F8A
Accent: #4A8B71
Preview
Chen & Associates PAC
Client Portal
5
Documents
2
Reports
What your clients will see

Report Templates

Manage and customise report templates

📊
Custom P&L Report
Profit & Loss with custom groupings and KPIs. Used by 18 clients.
📋
Management Report
Monthly management report with commentary section. Used by 12 clients.
📈
Board Report
Executive summary for board presentations. Used by 6 clients.
🧾
Tax Summary
Year-end tax computation summary. Used by all clients.

Workflow Templates

Standardise processes with reusable workflow templates

Year-End Closing
5 steps to complete year-end financial closing
1Reconcile all bank accounts
2Review accruals and provisions
3Generate trial balance
4Prepare financial statements
5Partner review and sign-off
Monthly Reconciliation
4-step monthly reconciliation process
1Import bank feeds
2Match transactions
3Review unmatched items
4Generate reconciliation report
GST Quarter
4-step quarterly GST return process
1Compile GST transactions
2Calculate output/input tax
3Partner review
4File to IRAS
New Client Onboarding
5-step client onboarding workflow
1Collect company documents
2Set up chart of accounts
3Connect bank feeds
4Import opening balances
5Schedule first review meeting

General Settings

Manage your firm's configuration

Firm Details
Default Settings
Notification Preferences
Email Notifications
Receive email alerts for important events
Deadline Reminders
Get reminded 7 days before filing deadlines
Client Activity Alerts
Notify when clients upload documents
Data Export

Export all firm data including clients, transactions, and documents.

Corp Sec Dashboard

Overview of corporate secretarial services and compliance status

42
Total Corp Sec Clients
8
Outstanding Filings
6
AGMs This Quarter
3
Overdue Items
Corp Sec Client Overview
CompanyUENACRA StatusAGM DueAnnual ReturnNomineeActions
Acme Trading Pte Ltd201812345ALive30 Jun 2026FiledNo
Beta Consulting Pte Ltd202034567BLive24 Mar 2026PendingNo
Gamma Restaurant Pte Ltd201956789CLive15 Sep 2026FiledYes
Delta Tech Solutions Pte Ltd202145678DLive28 Mar 2026PendingNo
Epsilon Logistics Pte Ltd201723456ELive30 Apr 2026FiledYes
Zeta Beauty Pte Ltd202267890FLive30 Mar 2026PendingNo
Theta Engineering Pte Ltd201634567GLive31 Dec 2026FiledYes
Iota Capital Pte Ltd202389012HLive15 Jul 2026FiledNo
Compliance Overview
Filing TypeDueClients AffectedStatus
Annual ReturnsVarious5Pending
Director Changes14 days from change2In Progress
AGM MinutesWithin 1 month3Pending
Share TransferWithin 30 days1Filed
Quick Actions

ACRA Filings

Annual returns, director/shareholder changes, incorporation

34/42
Annual Returns Filed
6
Director Changes This Year
3
New Incorporations
8
Pending Filings
Filing Records
Filing IDCompanyTypeFiled DateStatusBizFile RefActions
FIL-2026-001Acme Trading Pte LtdAnnual Return15 Jan 2026ApprovedBF2026-00456
FIL-2026-002Beta Consulting Pte LtdDirector Change22 Jan 2026ApprovedBF2026-00512
FIL-2026-003Gamma Restaurant Pte LtdAnnual Return05 Feb 2026ApprovedBF2026-00623
FIL-2026-004Delta Tech Solutions Pte LtdIncorporation12 Feb 2026ApprovedBF2026-00701
FIL-2026-005Epsilon Logistics Pte LtdShareholder Change28 Feb 2026ApprovedBF2026-00789
FIL-2026-006Zeta Beauty Pte LtdAddress Change03 Mar 2026ProcessingBF2026-00845
FIL-2026-007Theta Engineering Pte LtdDirector Change08 Mar 2026ProcessingBF2026-00901
FIL-2026-008Iota Capital Pte LtdAnnual Return—Pending—
FIL-2026-009Kappa Holdings Pte LtdAnnual Return—Pending—
FIL-2026-010Lambda Services Pte LtdIncorporation18 Mar 2026ProcessingBF2026-00978
Recent ACRA Transactions
Annual Return filed — Acme Trading Pte Ltd
15 Mar 2026 • BizFile Ref: BF2026-00456 • Approved by ACRA
Director Change submitted — Theta Engineering
08 Mar 2026 • Appointment of Mr. David Lim as Director
Address Change filed — Zeta Beauty Pte Ltd
03 Mar 2026 • New address: 1 Raffles Place, #20-01
Shareholder Change approved — Epsilon Logistics
28 Feb 2026 • Transfer of 50,000 shares completed
New Incorporation — Lambda Services Pte Ltd
18 Mar 2026 • UEN: 202612345J • Processing by ACRA

Statutory Registers

Maintain registers of shareholders, directors, officers

Register of Directors
CompanyDirector NameID/PassportNationalityDate AppointedDate CeasedAddressActions
Acme TradingTan Wei MingS7812345ASingaporean15 Mar 2018—Blk 123 Toa Payoh…
Acme TradingLim Mei LingS8034567BSingaporean15 Mar 2018—10 Lorong Ah Soo…
Beta ConsultingRajesh KumarS7956789CSingaporean01 Jun 2020—5 Marine Parade…
Gamma RestaurantChen Ah KowS6523456DSingaporean10 Jan 2019—Blk 456 Bedok…
Gamma RestaurantPriya NairG1234567NIndian10 Jan 201931 Dec 202512 Tanglin Road…
Delta TechDavid Lim Keng HuatS8245678ESingaporean01 Mar 2021—22 Holland Ave…
Epsilon LogisticsSarah Wong Mei XinS7567890FSingaporean05 Jul 2017—Blk 789 Jurong…
Zeta BeautyAmanda Ng Siew LianS8890123GSingaporean12 Sep 2022—15 Bukit Timah…
Register of Shareholders
CompanyShareholderID/PassportShares HeldShare Class% HoldingDate EnteredActions
Acme TradingTan Wei MingS7812345A500,000Ordinary50%15 Mar 2018
Acme TradingLim Mei LingS8034567B500,000Ordinary50%15 Mar 2018
Beta ConsultingRajesh KumarS7956789C100,000Ordinary100%01 Jun 2020
Gamma RestaurantChen Ah KowS6523456D300,000Ordinary60%10 Jan 2019
Gamma RestaurantGlobal Food Holdings LtdT19FC1234A200,000Ordinary40%10 Jan 2019
Delta TechDavid Lim Keng HuatS8245678E750,000Ordinary75%01 Mar 2021
Delta TechVenture Capital SG Pte Ltd202012345V250,000Preference25%15 Jun 2021
Zeta BeautyAmanda Ng Siew LianS8890123G100,000Ordinary100%12 Sep 2022
Register Change Log
Director Priya Nair ceased — Gamma Restaurant
31 Dec 2025 • Resignation effective
New shareholder added — Delta Tech Solutions
15 Jun 2021 • Venture Capital SG — 250,000 Preference shares
Share transfer recorded — Epsilon Logistics
28 Feb 2026 • 50,000 shares transferred from Wong to Lee

Board Resolutions

Draft, store, and file director/shareholder resolutions

67
Total Resolutions
4
Pending Approval
52
Filed with ACRA
3
This Month
Resolutions
Ref NoCompanyTypeSubjectDateStatusActions
DR-2026-001Acme TradingDirectors'Appointment of Director — Mr. James Ong05 Jan 2026Filed
DR-2026-002Beta ConsultingDirectors'Declaration of Interim Dividend — $0.05/share15 Jan 2026Filed
DR-2026-003Gamma RestaurantWrittenChange of Registered Address22 Jan 2026Filed
MR-2026-001Delta TechMembers'Allotment of 100,000 New Ordinary Shares01 Feb 2026Filed
DR-2026-004Epsilon LogisticsDirectors'Opening of USD Bank Account — DBS Bank10 Feb 2026Filed
SR-2026-001Zeta BeautySpecialChange of Company Name to Zeta Wellness Pte Ltd20 Feb 2026Filed
DR-2026-005Theta EngineeringDirectors'Resignation of Director — Ms. Priya Nair01 Mar 2026Pending
DR-2026-006Iota CapitalDirectors'Approval of Financial Statements FY202510 Mar 2026Draft
MR-2026-002Kappa HoldingsMembers'Re-appointment of Auditors — Baker Tilly15 Mar 2026Draft
DR-2026-007Lambda ServicesDirectors'Appointment of Company Secretary18 Mar 2026Pending
Resolution Templates
👤
Director Appointment
Standard board resolution for appointing a new director
🚪
Director Resignation
Resolution to accept resignation of a director
💰
Dividend Declaration
Declare interim or final dividend to shareholders
📈
Share Allotment
Allotment and issuance of new shares
📍
Change of Address
Change registered office address
🏦
Opening of Bank Account
Authorise opening of corporate bank account

AGM Management

Schedule meetings, prepare minutes, file related documents

6
Upcoming AGMs
3
Minutes Pending
12
Completed This Year
1
Overdue
AGM Schedule
CompanyAGM DateVenueStatusMinutes FiledAttendeesActions
Beta Consulting Pte Ltd24 Mar 202610 Anson Road, #12-05Scheduled—3
Delta Tech Solutions Pte Ltd28 Mar 20261 Raffles Place, #30-01Scheduled—4
Zeta Beauty Pte Ltd30 Mar 202615 Bukit Timah Road, #05-01Scheduled—2
Epsilon Logistics Pte Ltd30 Apr 20265 Tuas Ave 3Scheduled—5
Kappa Holdings Pte Ltd15 May 202680 Robinson Road, #20-01Scheduled—6
Acme Trading Pte Ltd30 Jun 202610 Anson Road, #12-05Scheduled—3
Lambda Services Pte Ltd15 Feb 202650 Collyer Quay, #10-01CompletedYes4
Mu International Pte Ltd28 Feb 2026Online (Zoom)OverdueNo—
AGM Checklist
Notice of AGM (14 days before)
Send notice to all members at least 14 days prior
Prepare Financial Statements
Audited or unaudited financial statements ready
Prepare Directors' Report
Directors' report for the financial year
Prepare Directors' Statement
Statement by directors under S201(15)
Circulate Proxy Forms
Send proxy forms to members with notice
Prepare Minutes
Draft AGM minutes within 1 month of meeting
File Annual Return within 30 days of AGM
Lodge annual return with ACRA via BizFile+
Recent AGM Activity
AGM Completed — Lambda Services Pte Ltd
15 Feb 2026 • Minutes filed, annual return lodged
AGM Overdue — Mu International Pte Ltd
Was due 28 Feb 2026 • Action required immediately
AGM Notice sent — Beta Consulting
10 Mar 2026 • Scheduled for 24 Mar 2026
AGM Notice sent — Delta Tech Solutions
14 Mar 2026 • Scheduled for 28 Mar 2026
Proxy forms distributed — Kappa Holdings
18 Mar 2026 • 6 members notified for May AGM

Compliance Calendar

Track filing deadlines and automated reminders

March 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
Today
22
AR — Acme Trading
23
24
AGM — Beta Consulting
25
Dir Change — Gamma
26
27
28
AR — Delta Tech
29
30
Share Tfr — Zeta Beauty
31
Upcoming Deadlines
DateCompanyFiling TypeStatusDays LeftReminder SentActions
22 Mar 2026Acme Trading Pte LtdAnnual ReturnDue Soon1✅ Yes
24 Mar 2026Beta Consulting Pte LtdAGMScheduled3✅ Yes
25 Mar 2026Gamma Restaurant Pte LtdDirector ChangeIn Progress4✅ Yes
28 Mar 2026Delta Tech Solutions Pte LtdAnnual ReturnPending7✅ Yes
30 Mar 2026Zeta Beauty Pte LtdShare TransferPending9⬜ No
15 Apr 2026Theta Engineering Pte LtdAnnual ReturnPending25⬜ No
30 Apr 2026Epsilon Logistics Pte LtdAGMScheduled40⬜ No
15 May 2026Kappa Holdings Pte LtdAGMScheduled55⬜ No
Reminder Settings
Enable Auto-Reminders
Automatically send email reminders before deadlines
14
days before
7
days before
3
days before
1
day before

Share Capital Management

Record share transfers, capital changes, issue shares

42
Total Companies
12.5M
Total Shares Issued
8
Share Transfers YTD
3
Capital Changes YTD
Share Capital Transactions
RefCompanyTypeSharesFrom → ToDateACRA FiledStatusActions
SC-2026-001Epsilon LogisticsShare Transfer50,000Wong → Lee28 Feb 2026YesCompleted
SC-2026-002Delta TechShare Allotment100,000— → VC SG Pte Ltd15 Feb 2026YesCompleted
SC-2026-003Acme TradingCapital Increase200,000New Issuance10 Jan 2026YesCompleted
SC-2026-004Iota CapitalShare Transfer25,000Tan → Lim05 Mar 2026YesCompleted
SC-2026-005Zeta BeautyShare Transfer10,000Ng → Chen30 Mar 2026PendingIn Progress
SC-2026-006Theta EngineeringCapital Increase500,000New Issuance20 Mar 2026PendingIn Progress
SC-2026-007Kappa HoldingsShare Transfer100,000Foreign Co → Local12 Mar 2026YesCompleted
SC-2026-008Lambda ServicesCapital Reduction50,000Buyback18 Mar 2026PendingIn Progress
Share Capital Summary by Company
CompanyAuthorised CapitalIssued CapitalShare ClassesShareholdersLast Transaction
Acme Trading Pte Ltd$1,200,000$1,200,000Ordinary210 Jan 2026
Beta Consulting Pte Ltd$100,000$100,000Ordinary101 Jun 2020
Gamma Restaurant Pte Ltd$500,000$500,000Ordinary210 Jan 2019
Delta Tech Solutions Pte Ltd$1,000,000$1,000,000Ordinary, Preference215 Feb 2026
Epsilon Logistics Pte Ltd$800,000$800,000Ordinary328 Feb 2026
Zeta Beauty Pte Ltd$100,000$100,000Ordinary112 Sep 2022

Nominee Director Services

Provide local director for foreign-owned companies

8
Active Nominees
12
Companies Served
2
Pending Appointments
100%
Compliance Score
Nominee Directors
Nominee NameIDCompanies AssignedAppointment DateAnnual FeeStatusNext RenewalActions
Michael Tan Keng HuatS7012345A215 Mar 2020$2,400Active15 Mar 2027
Jennifer Lee Wei LingS7534567B201 Jun 2021$2,400Active01 Jun 2027
Ahmad bin IbrahimS7256789C210 Jan 2019$2,400Active10 Jan 2027
Kavitha d/o RajanS7889012D220 Sep 2022$2,400Active20 Sep 2027
Wong Chee KeongS6845678E205 Apr 2023$2,400Active05 Apr 2027
Nurul Huda bte OsmanS8167890F2—$2,400Pending—
Companies Using Nominee Directors
CompanyUENForeign OwnerNominee AssignedSinceAnnual FeeStatus
Gamma Restaurant Pte Ltd201956789CGlobal Food Holdings (HK)Michael Tan Keng HuatMar 2020$2,400Active
Epsilon Logistics Pte Ltd201723456EPacific Freight Inc (US)Jennifer Lee Wei LingJun 2021$2,400Active
Theta Engineering Pte Ltd201634567GEuropean Tech GmbH (DE)Ahmad bin IbrahimJan 2019$2,400Active
Mu International Pte Ltd202178901IShanghai Trading Co (CN)Kavitha d/o RajanSep 2022$2,400Active
Nu Holdings Pte Ltd202290123JTokyo Ventures KK (JP)Wong Chee KeongApr 2023$2,400Active
Xi Global Pte Ltd202301234KLondon Capital Ltd (UK)Michael Tan Keng HuatJul 2023$2,400Active
Omicron Digital Pte Ltd202412345LSeoul Tech Co (KR)Jennifer Lee Wei LingFeb 2024$2,400Active
Pi Solutions Pte Ltd202523456MSydney Partners Pty (AU)Ahmad bin IbrahimMay 2025$2,400Active
Nominee Director Compliance
✓
Ordinarily resident in Singapore
All nominees confirmed as Singapore residents
Compliant
✓
Not disqualified under Companies Act
ACRA disqualification check passed
Compliant
✓
Annual consent filed
Consent to act as director on file for all nominees
Compliant
✓
Disclosure of interests filed
S156 disclosure filed within required timeframe
Compliant
✓
KYC/AML checks completed
Enhanced due diligence completed for all nominees
Compliant