Client-wise control
The software should separate companies, GSTINs, financial years and return periods clearly so staff do not mix client data or file using the wrong period.
Staff workflow
Junior staff should be guided through import, validation and matching. Senior reviewers should get exception summaries, drilldowns and final working papers.
Data storage choice
Many CA offices prefer keeping client GST data on an office PC or local server. The software should support this model with backups and controlled access.
Reports and audit trail
The system should export client-ready reports and preserve who imported, edited, accepted matches, prepared returns and finalized the period.