saralby CapEasy

Every client, worst first. That’s the whole Monday.

One screen lists every company your practice advises, sorted by what’s overdue. A merged queue holds every open filing across every client, nearest deadline first. Twenty clients read like twenty rows on one screen, not twenty tabs you have to remember to check.

Early-access practices onboard their first client free.

Saral prepares documents and tracks deadlines. A practising professional files and certifies — Saral never files, pays or certifies on your behalf.

No.StepWhat happensWhere
01Open the deskOpen the deskEvery client company your practice advises, worst first — overdue count, due-soon count, next deadline. A client with no compliance profile reads "Not tracked yet", never a false zero./firm/firm
02Open the queueOpen the queueEvery open filing across every client, merged, nearest deadline first. Each row opens the prepared pack for that filing — not a spreadsheet you have to interpret first./firm/queue/firm/queue
03Check the trailCheck the trailEach company carries its own evidence trail: form, filed date, SRN, and who recorded it. Rows from before we tracked the filer read "Filer not recorded" — never attributed to someone who didn’t do the work.per filingper filing
04Send a bulk reminderSend a bulk reminderSelect the filings, preview the real recipients and the count, then send through the same rail every update goes through. The result comes back per company — including "no founder is a member of this company yet"./firm/queue/firm/queue
05Bring on a clientBring on a clientLook the company up by CIN, with a manual fallback when the lookup misses. Create the client, then send a founder invite — optional, and skippable if the client isn’t ready for one./firm/new-client/firm/new-client

Saral files nothing. That line is the product.

Every MGT-14, PAS-3 and SH-7 pack is drafted from a client’s ledger and stops at your desk for review, your DSC and your filing. Twenty clients get the same boundary, every time — the professional signs and files, Saral prepares.

0

filings Saral submits on your behalf

Drafted, cross-checked, and left for your review and DSC.

The desk keeps itself current between filings.

Every client, one register

/firm sorts every company you advise worst first — overdue count, due-soon count, next deadline — so the client who needs you today is at the top, not the one who happened to call.

One merged queue, not twenty tabs

/firm/queue lists every open filing across every client, nearest deadline first. Open a row and you’re in the prepared pack for that filing.

An evidence trail with SRNs

Form, filed date, SRN, who recorded it — per company. A row filed before we tracked the filer reads "Filer not recorded", never guessed.

The desk doesn’t slow down as your client list grows.

Opening the desk runs the same two queries whether you advise one client or a hundred. Measured, not promised — the load-probe script is in the repository.

156ms

to load the firm view, 100 client companies

Two queries, regardless of client count — scripts/load-probe.ts.

You see the count and the recipients before anything goes out.

Select the filings, preview who gets written to and how many, then send through the same rail every update goes through. The result comes back per company — including the ones where no founder is a member of that company yet, so a reminder is never silently swallowed.

Practice register · entry pending

Put your practice on the record.

Bring your first client company on through /firm/new-client — a CIN lookup, then a founder invite you can skip — and see your Monday queue already drafted: PAS-3 clocks, MGT-14 packs, and the evidence trail, waiting on your review.

Early-access practices onboard their first client free · reply within a working day. Twenty clients read as twenty rows in one table — no separate login to set up per client.