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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 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 | ||||
June 9, 2020 | Visitor in Office | vikki jayswal | 8291607421 | Sonu Roy | for new server | Sonali Choudhary | Sonu Roy | View Details | for new server | ||||||
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 | |||
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 | |||
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 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 | |||||
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 | ||||
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 | |||||
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 | |||||
September 10, 2019 | Call Received from Client | Vinayak Pawar | 9967271158 | Vinayak Pawar | 9967271158 | Pooja Parmani | 9702121414 | he wants to talk to you | Jagravi gharat | View Details | he wants to talk to you | ||||
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 | ||||
July 31, 2019 | Visitor in Office | Vincent Fernandes | 9833487483 | Vincent Fernandes | Sonu Roy | income tax return AY 2019-20 file | Sonu Roy | View Details | income tax return AY 2019-20 file | ||||||
November 22, 2019 | Call Received from Client | Vincent Fernandes | 9833487483 | vincent fernandes | 9833487483 | Sonu Roy | 9819540930 | till now refunds not received | manoranjitha Soundra | Sonu Roy | View Details | till now refunds not received | |||
December 23, 2021 | Call made to client - but unsuccessful | Vinda Bailwar | 9820122815 | Vinda Bailwar | 9820122815 | Sonu Roy | 022-48900450 | For advance payment income tax return AY 21-22 | Prathamesh Tervankar | Sonu Roy | View Details | For advance payment income tax return AY 21-22 | |||
November 19, 2022 | Call made to client - but unsuccessful | Vinda Bailwar | 9820122815 | Vinda Vailwar | 9820122815 | Sonu Roy | 022-48900450 | Please reply income tax review mail for income tax return AY 2022-23 | Sonu Roy | Sonu Roy | View Details | Please reply income tax review mail for income tax return AY 2022-23 | |||
November 30, 2019 | Visitor in Office | Vineet | 7977227580 | Sonu Roy | Asking About HDFC bank | Radhika Mathiyalagan | Sonu Roy | View Details | Asking About HDFC bank | ||||||
August 6, 2019 | Call made to client - but unsuccessful | Vineet Manocha | 7738930777 | Vineet Manocha | Ruchita Jain | 9819540930 | Regarding confirmation of draft computation | Ruchita Jain | View Details | Regarding confirmation of draft computation | |||||
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) |