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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
March 10, 2021 | Call Received from Client | Sanjay Agarwal | 9224180198 | Sanjay Agarwal | 9224180198 | Pooja Parmani | 9702011179 | GST Notice | Prathamesh Tervankar | Pooja Parmani | View Details | GST Notice | |||
March 10, 2021 | Call Received from Client | Harsha Chandiramani | 9819180552 | Harsha Chandiramani | 9819180552 | Pooja Parmani | 9819540930 | Bright point Audit FY 19-20 | Prathamesh Tervankar | Pooja Parmani | View Details | Bright point Audit FY 19-20 | |||
March 10, 2021 | Visitor in Office | kavita pantula | 9819008673 | Kavita Pantula | 9819008673 | Pooja Parmani | Income tax notice for AY 14-15 | Prathamesh Tervankar | Pooja Parmani | View Details | Income tax notice for AY 14-15 | ||||
March 11, 2021 | Call Received from Client | The Society of N SRA DA Piedada Mazagaon | 9833366295 | Aubrey Menezes | 9833366295 | Pooja Parmani | 9702011179 | Audit FY 19-20 | Prathamesh Tervankar | Pooja Parmani | View Details | Audit FY 19-20 | |||
March 11, 2021 | Call Received from Client | kavita pantula | 9819008673 | Kavita Pantula | 9819008673 | Pooja Parmani | 9702011179 | Document sent on WhatsApp for Income tax Notice AY 14-15 please check and confirm if any required | Prathamesh Tervankar | Pooja Parmani | View Details | Document sent on WhatsApp for Income tax Notice AY 14-15 please check and confirm if any required | |||
March 11, 2021 | Call Received from Client | Munir Shaikh | 8383838770 | Pooja Parmani | 9702121414 | Society Audit and ITR last 3 years | Prathamesh Tervankar | Pooja Parmani | View Details | Society Audit and ITR last 3 years | |||||
March 11, 2021 | Call Received from Client | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | 9819540930 | Dayanand Shetty VAT return to resolve by Nilesh Vora | Prathamesh Tervankar | Pooja Parmani | View Details | Dayanand Shetty VAT return to resolve by Nilesh Vora | |||
March 11, 2021 | Call Received from Client | Vinit Gupta | 9821010765 | dhaval | 9821010765 | Pooja Parmani | 9819540930 | GST credit of Vinit Gupta | Prathamesh Tervankar | Pooja Parmani | View Details | GST credit of Vinit Gupta | |||
March 11, 2021 | Call Received from Client | Mohammed Bawazir | 9920069986 | Mohammed Bawazir | 9920069986 | Pooja Parmani | 9819540930 | Tax Consultancy | Sonali Choudhary | Pooja Parmani | View Details | Tax Consultancy | |||
March 11, 2021 | Call Received from Client | Brightpoint Infotech Pvt Ltd | 9819180552 | Harsha Chandiramani | 9819180552 | Pooja Parmani | 9819540930 | Formation of trust document sent | Sonali Choudhary | Pooja Parmani | View Details | Formation of trust document sent | |||
March 11, 2021 | Visitor in Office | Nirav Ramaiya | 9029088995 | Nirav Ramaiya | 9029088995 | Pooja Parmani | Audit FY 19-20 And Tax Consultancy | Sonali Choudhary | Pooja Parmani | View Details | Audit FY 19-20 And Tax Consultancy | ||||
March 12, 2021 | Call Received from Client | Puneet Chopra | 9819194252 | Puneet Chopra | 9819194252 | Pooja Parmani | 9702121414 | Talk to pooja Parmani about his tax | Prathamesh Tervankar | Pooja Parmani | View Details | Talk to pooja Parmani about his tax | |||
March 12, 2021 | Call Received from Client | kavita pantula | 9819008673 | Kavita Pantula | 9819008673 | Pooja Parmani | 9819540930 | Notice AY 14-15 please confirm reply submit | Sonali Choudhary | Pooja Parmani | View Details | Notice AY 14-15 please confirm reply submit | |||
March 13, 2021 | Call Received from Client | Nirav Ramaiya | 9029088995 | Nirav Ramaiya | 9029088995 | Pooja Parmani | 9819540930 | Audit FY 19-20 | Prathamesh Tervankar | Pooja Parmani | View Details | Audit FY 19-20 | |||
March 13, 2021 | Call Received from Client | Brightpoint Infotech Pvt Ltd | 9819180552 | Harsha Chandiramani | 9819180552 | Pooja Parmani | 9819540930 | Brightpoint Audit FY 19-20 | Prathamesh Tervankar | Pooja Parmani | View Details | Brightpoint Audit FY 19-20 | |||
March 15, 2021 | Visitor in Office | sangram more | 8451848861 | Sangram More | 8451848861 | Pooja Parmani | Audit Report FY 19-20 | Sonali Choudhary | Pooja Parmani | View Details | Audit Report FY 19-20 | ||||
March 15, 2021 | Call Received from Client | ashish Dhami | 9819819890 | Ashish Dhami | 9819819890 | Pooja Parmani | 9702011179 | made the payment and sent the document for itr ay 20-21 . | Sonali Choudhary | Pooja Parmani | View Details | made the payment and sent the document for itr ay 20-21 . | |||
March 15, 2021 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil Wakde | 9920311472 | Pooja Parmani | 9702011179 | Consultancy about new property purchase talk to pooja parmani | Sonali Choudhary | Pooja Parmani | View Details | Consultancy about new property purchase talk to pooja parmani | |||
March 15, 2021 | Call Received from Client | sangram more | 8451848861 | Sangram More | 8451848861 | Pooja Parmani | 9819540930 | GST-3b Feb 21 | Sonali Choudhary | Pooja Parmani | View Details | GST-3b Feb 21 | |||
March 15, 2021 | Call Received from Client | philip rodrix | 9821148886 | Philip Rodrix | 9821148886 | Pooja Parmani | 9819540930 | Audit Visit at opera house for new trust audit | Sonali Choudhary | Pooja Parmani | View Details | Audit Visit at opera house for new trust audit | |||
March 15, 2021 | Call Received from Client | Nitish Poonia | 8800266011 | Nitish Poonia | 8800266011 | Pooja Parmani | 9702011179 | Some outstanding demand for AY 20-21 please check | Sonali Choudhary | Pooja Parmani | View Details | Some outstanding demand for AY 20-21 please check | |||
March 15, 2021 | Call Received from Client | Mahesh Shetty | 9323231873 | Mahesh Shetty | 9323231873 | Pooja Parmani | 9819540930 | Dayanand Shetty VAT return | Sonali Choudhary | Pooja Parmani | View Details | Dayanand Shetty VAT return | |||
March 16, 2021 | Call Received from Client | random rodrix | 9820108678 | Pooja Parmani | 9819540930 | trust audit | Prathamesh Tervankar | Pooja Parmani | View Details | trust audit | |||||
March 17, 2021 | Visitor in Office | Valentine John Monteiro | 9619853113 | Valentine Monteiro | 9619853113 | Pooja Parmani | For Service tax notice | Sonali Choudhary | Pooja Parmani | View Details | For Service tax notice | ||||
March 17, 2021 | Visitor in Office | Ourlady remedychurch | 0000000000 | Clayton Loyola | 9820427791 | Pooja Parmani | Audit Report and audit document collection for FY 19-20 | Sonali Choudhary | Pooja Parmani | View Details | Audit Report and audit document collection for FY 19-20 | ||||
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) |