Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
September 12, 2019 | Call Received from Client | Vinayak Pawar | 9967271158 | Vinayak Pawar | 9967271158 | Pooja Parmani | 9702121414 | wants to talk regarding Audit. | Sheetal Chavan | Pooja Parmani | View Details | wants to talk regarding Audit. | |||
September 12, 2019 | Call Received from Client | Vinayak Pawar | 9967271158 | Vinayak Pawar | 9967271158 | Pooja Parmani | 9819540930 | wants to talk regarding audit report. | Sheetal Chavan | Pooja Parmani | View Details | wants to talk regarding audit report. | |||
September 13, 2019 | Visitor in Office | Vinayak Pawar | 9967271158 | VINAYAK PAWAR | 9967271158 | Pooja Parmani | REGARDING AUDIT REPORT | Jeeva Mani | Pooja Parmani | View Details | REGARDING AUDIT REPORT | ||||
December 14, 2020 | Call made to client - but unsuccessful | Vinayak Pawar | 9967271158 | Fedora Fernandes | 9702121414 | documents to be provided & finalization entries to be passed. Request you to kindly revert at the earliest (call made from 9619028468) | Fedora Fernandes | Fedora Fernandes | View Details | documents to be provided & finalization entries to be passed. Request you to kindly revert at the earliest (call made from 9619028468) | |||||
March 17, 2022 | Visitor in Office | malvani galaxy | 9967271158 | Vinayak Pawar | 9967271158 | Sonu Roy | Audit Report FY 20-21 | Sonali Choudhary | Sonu Roy | View Details | Audit Report FY 20-21 | ||||
August 30, 2019 | Call made to client - but unsuccessful | Vinay pandey | 9821391611 | Vinay Pandey | Teena Jhinjhoter | 9819540930 | Jagravi gharat | View Details | |||||||
December 26, 2019 | Call Received from Client | vinay pandey | 9821391611 | Sonu Roy | 9819540930 | user ID & PASSWORD MAILED | manoranjitha Soundra | Sonu Roy | View Details | user ID & PASSWORD MAILED | |||||
August 30, 2019 | Call Received from Client | Vinay Pande | 9920242630 | VINAY PANDE | Fedora Fernandes | 9819540930 | ITR AY 19-20 REGARDING | Jeeva Mani | View Details | ITR AY 19-20 REGARDING | |||||
October 30, 2019 | Call Received from Client | Vinay pandey | Vinay | 9860528461 | Arvind V Estibeiro | 9819540930 | Need last 3 year Balance Sheet of Vinay Pandey to Open New OD A/c | Teena Jhinjhoter | Sonu Roy | View Details | Need last 3 year Balance Sheet of Vinay Pandey to Open New OD A/c | ||||
July 11, 2019 | Call Received from Client | The society home For aged | 9819024362 | Vimala | Sonu Roy | 9819540930 | TDS Q-3 not Received | Teena Jhinjhoter | View Details | TDS Q-3 not Received | |||||
December 6, 2023 | Call made to client - but unsuccessful | Vilas Pradhan | +1(843)992-7663 | Vilas Pradhan | 8439927663 | Sonu Roy | 9819540930 | The documents needed for the POA (Power of Attorney) along with advance payment | Sonu Roy | Sonu Roy | View Details | The documents needed for the POA (Power of Attorney) along with advance payment | |||
July 22, 2019 | Call Received from Client | Vikramjit Singh | 8879346946 | Vikramjit Singh | Sonu Roy | 022-28090939 | Income tax return will be file | Sonu Roy | View Details | Income tax return will be file | |||||
December 15, 2021 | Call made to client - but unsuccessful | Vikramjit Singh | 8879346946 | Vikramjit Singh | 8879346946 | Sonu Roy | 022-48900450 | For Advance Payment and required document for AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | For Advance Payment and required document for AY 21-22 | |||
February 15, 2020 | Call Received from Client | Vikram | 9833700234 | Sonu Roy | 9702121414 | New Vendor for Home Loan | Aysha khan | Sonu Roy | View Details | New Vendor for Home Loan | |||||
January 20, 2021 | Call made to client - but unsuccessful | Vikramjit Singh | 8879346946 | Vikram | 8879346946 | Fedora Fernandes | 9702011179 | OTP required for E-verification for return filed. Kindly call back or let us know a suitable time to call | Fedora Fernandes | Fedora Fernandes | View Details | OTP required for E-verification for return filed. Kindly call back or let us know a suitable time to call | |||
June 9, 2020 | Visitor in Office | vikki jayswal | 8291607421 | Sonu Roy | for new server | Sonali Choudhary | Sonu Roy | View Details | for new server | ||||||
March 6, 2020 | Visitor in Office | vicky mehra | 9890282296 | Vikcy | 9890282296 | Sonu Roy | for personal IT Return Fy 19-20 | Teena Jhinjhoter | Sonu Roy | View Details | for personal IT Return Fy 19-20 | ||||
January 6, 2022 | Call made to client - but unsuccessful | Vikas Rajput | 9610277671 | Vikas Rajput | 9610277671 | Sonali Choudhary | 022-48900450 | Advance payment for Digital signature | Prathamesh Tervankar | Sonali Choudhary | View Details | Advance payment for Digital signature | |||
March 25, 2022 | Visitor in Office | Mahesh Shetty | 9323231873 | Vikas Barnwal | 7506032941 | Pooja Parmani | collect ITR V , computation ,Balance sheet and P&L for AY 20-21 and 21-22 | Sonali Choudhary | Pooja Parmani | View Details | collect ITR V , computation ,Balance sheet and P&L for AY 20-21 and 21-22 | ||||
February 11, 2020 | Call Received from Client | Vikaran chanhan | 8080382475 | Sonu Roy | 022-28090939 | Asking about udyog aadhaar | Jeeva Mani | Sonu Roy | View Details | Asking about udyog aadhaar | |||||
February 11, 2020 | Call Received from Client | Vikaran Chanhan | 8080382475 | Sonu Roy | 9819540930 | Aadhar Udhyog | manoranjitha Soundra | Sonu Roy | View Details | Aadhar Udhyog | |||||
December 25, 2021 | Call made to client - but unsuccessful | vikal bamnera | 9833135887 | Vikal Bamnera | 9833135887 | Sonali Choudhary | 022-48900450 | Capital gain statement FY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | Capital gain statement FY 20-21 | |||
August 27, 2020 | Call Received from Client | Viju Chavan | 9699392497 | Viju chavan | 9699392497 | Sonali Choudhary | 9702121414 | ITR AY 20-21 Send document so .she just conform you received or not | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 20-21 Send document so .she just conform you received or not | |||
August 29, 2020 | Call Received from Client | Viju Chavan | 9699392497 | Viju chavan | 9699392497 | Sonali Choudhary | 9702121414 | PPF is paid Rs. 1,50,000 | Sonali Choudhary | Sonali Choudhary | View Details | PPF is paid Rs. 1,50,000 | |||
June 8, 2021 | Call Received from Client | Viju Chavan | 9699392497 | Viju Chavan | 9699392497 | Sonali Choudhary | 9702121414 | Please provide below document for ITR AY 21-22:- | Sonali Choudhary | Sonali Choudhary | View Details | Please provide below document for ITR AY 21-22:- | |||
Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |