Built on the Companies Act 2013
Every GSTR-3B, TDS return, and ROC filing tracked to the day.
Retire the spreadsheet, the WhatsApp group and the reminder sticky note. Optim Ops runs your practice on pre-built compliance workflows that assign the work and set the dates for you.
Before
- Deadlines live in three spreadsheets and one partner's memory.
- Status updates cost a phone call and half a morning.
- Registers get reconstructed the week before the filing.
After
- Every statutory date is generated the moment a client is added.
- The dashboard answers the status question before it's asked.
- Registers stay current because the workflow maintains them.
Dashboard & Analytics
See every account without asking for a status update.
Live counts of what's due, what's slipping and what's done across every client, every entity and every staff member, on one page that updates itself.
Workflow Automation
You choose a template. The rest fills itself.
GST, TDS, ROC and Income Tax processes arrive pre-built. Choosing one writes the whole job into your practice subtasks, owners and dates included.
- 01Choose a template
- 02Subtasks generate
- 03Owners assigned
- 04Due dates locked
17 templates. 23 active workflows.
Client & Statutory Compliance
Register of Members. Register of Charges. Already there.
MGT-1, SH-3 and CHG-7 sit against each client company alongside CIN, incorporation date and ROC jurisdiction maintained as filings happen, not rebuilt the night before.
Reports & Insights
It tells you where things are stuck. You don't go looking.
Auto-generated insight notes surface the bottleneck, the overloaded team member and the trend written in plain sentences above the charts, not buried inside them.
Invoicing
8+ invoice and letterhead templates, branded in your firm's own name.
Team & Roles
Admin, User and Customer access levels with per-client allocation.
Admin
Security policy, backups, integrations and document generation in one panel.
Your clients' financial data, protected properly.
- Two-factor authentication
- End-to-end encryption
- Enforced session timeout
- Daily + cloud backups
- 5-year document retention
- GST Portal API integration
One register, three sizes of practice.
Billed monthly. Every plan includes the full compliance workflow library.
Base Variant
₹1,999/month
- Up to 50 clients
- All compliance workflows
- Task & lead management
- Statutory registers
Pro Variant
₹4,999/month
- Advanced Reporting
- API Access
- Priority Support
- Custom Workflows
Enterprise Variant
₹9,999/month
- Unlimited clients & entities
- Dedicated onboarding
- Admin panel & audit trail
- Backups + 5-year retention
Case Notes
Stopped missing GST deadlines within the first month.
Register of Charges is finally current without a pre-filing scramble.
Partners stopped chasing status. The dashboard answers it.
Questions practices ask first.
We run everything on Excel and WhatsApp today. How hard is the move?+
Import your client list from a spreadsheet, pick the compliance workflows that apply to each, and the due dates populate themselves. Most firms are running live in a week without changing how staff communicate on day one.
How is our clients' data secured?+
Two-factor authentication, end-to-end encryption in transit and at rest, enforced session timeouts, daily plus cloud backups, and a five-year retention policy on filed documents.
Can we change a workflow's steps?+
Yes. Every template is editable — add or remove subtasks, change owners, shift due-date offsets, and save it back as your firm's own template. Custom workflows are included from the Pro Variant upward.
Does it connect to the GST Portal?+
The GST Portal API integration pulls filing status against each client GSTIN so the dashboard reflects what the portal actually shows, not what someone remembered to tick off.
What are the trial terms?+
A full-feature free trial with no card required. Your data stays yours; export it at any point during or after the trial.
Can we import existing clients and registers?+
Client masters, CINs, GSTINs and statutory register entries import from CSV or Excel. Register of Members and Register of Charges data maps directly into the MGT-1 and CHG-7 formats.