Product Features

# MWS Solo CA Office CRM

A production-ready PHP & MySQL CRM built specifically for independent Chartered Accountants, tax consultants, and small CA firms.

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## Overview

MWS Solo CA Office CRM helps Chartered Accountants manage clients, GST, ITR, TDS, ROC compliance, appointments, invoices, documents, communication logs, and client portal activities from a single dashboard.

The application is designed for solo practitioners who need a lightweight, secure, and easy-to-use office management solution.

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## Features

### Dashboard

- Client Statistics
- Compliance Summary
- Revenue Overview
- Appointment Overview
- Recent Activities
- Reports & Graphs

### Client Management

- Client Profiles
- PAN Management
- GSTIN Management
- Business Details
- Verification Status
- Client Card View

### Client Portal

- Self Registration
- Email Verification
- Login & Forgot Password
- Profile Management
- Document Uploads
- Invoice Access
- Appointment Booking
- Compliance Visibility

### Compliance Management

#### GST

- GSTR-1
- GSTR-3B
- GSTR-9
- Due Dates
- Status Tracking

#### Income Tax

- ITR Filing Tracking
- Assessment Year Tracking
- Status Management

#### TDS

- Due Dates
- Return Tracking
- Status Management

#### ROC

- ROC Compliance
- Annual Filing Tracking
- Status Management

### Appointment Management

- Slot-Based Booking
- Holiday Management
- Office Hours
- Appointment Modes

Supported Modes:

- Physical Meeting
- Online Meeting
- Over Call
- WhatsApp

### Document Management

- Secure Uploads
- Category Management
- Client Access Control
- Admin Access Control

### Invoice Management

- Create Invoice
- PDF Invoice
- Print Invoice
- Tax Support
- Email Invoice
- WhatsApp Sharing

### Communication Log

Track:

- Calls
- Emails
- WhatsApp Messages
- Meetings
- Follow-Ups

### Reports

- Revenue Reports
- Compliance Reports
- Appointment Reports
- Client Reports

### Backup & Restore

- Database Backup
- Database Restore
- Backup History

### Email Queue

- Registration Emails
- Verification Emails
- Password Reset Emails
- Appointment Emails
- Admin Notifications

Cron-based processing included.

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## Security Features

### Authentication

- Password Hashing
- Session Protection
- Secure Login

### Email Verification

New clients must verify their email before accessing the portal.

### Password Reset

- Email Token Verification
- Expiring Reset Links
- Secure Reset Workflow

### Access Control

- Client can access only own records
- Admin can access all records
- Protected document serving

### Validation

- Unique Email Validation
- Required Phone Number
- Required PAN Number

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## Email System

Supported Modes:

- PHP Mail
- SMTP

Emails Supported:

- Registration Verification
- Password Reset
- Appointment Confirmation
- Appointment Notifications
- Invoice Emails
- New Client Notifications

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## Cron Setup

Run every minute:

```bash
* * * * * php /path/to/mws-solo-ca-office-crm/cron/process-email-queue.php
```

Manual Test:

```bash
https://yourdomain.com/cron/process-email-queue.php?key=YOUR_SECRET_KEY&limit=10
```

---

## Installation

### Requirements

- PHP 8.0+
- MySQL 5.7+
- PDO Extension
- OpenSSL
- cURL

### Installation Steps

1. Upload files to server
2. Create MySQL database
3. Open installer
4. Configure database
5. Configure administrator account
6. Configure email settings
7. Complete installation

---

## Default Login

### Admin

```text
Username: admin
Password: admin123
```

### Demo Client

```text
Email: amit@example.com
Password: client123
```

---

## Folder Permissions

Ensure the following folders are writable:

```text
/config
/uploads
/backups
/logs
```

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## Changelog

### v0.1

- Initial Release
- Dashboard
- Clients
- Compliance
- Tasks
- Documents
- Notices
- Invoices

### v0.2

- Client Portal
- Client Document Access
- Compliance Visibility

### v0.3

- Installer Improvements
- SMTP & PHP Mail Support
- CA Branding

### v0.4

- Reports
- View Pages
- Tax Settings
- Appointment Validation

### v0.5

- Improved Client Portal
- Improved UI
- CA Theme

### v0.6

- Backup & Restore
- Communication Log
- GST / ITR / TDS / ROC Modules
- Advanced Compliance Calendar

### v1.0

Production Release

Added:

- Security Hardening
- Token-Based Password Reset
- CA Registration Fields
- Improved Reports
- Improved Compliance Calendar

### v1.1

- Public Registration
- Email Verification
- Client Self-Service Profile
- Unique Email Validation

### v1.1.1

- Secure Password Reset
- SMTP Improvements

### v1.1.2

- Centralized Mail Helper
- Registration Email Improvements

### v1.1.3

- Email Queue
- Email Logs
- Appointment Modes

### v1.1.4

- Cron-Based Email Processing
- Faster Forms

### v1.1.5

- Appointment Mode Included In Emails

### v1.1.6

- Duplicate Email Fix
- Queue Processing Fix
- Production Email Workflow Stabilization

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## License

License: Proprietary – Redistribution, modification, or resale is prohibited without permission from the author.

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## Author

Manish Pushkar Jha

https://manishwebstudio.com/