Blueprint Books
Documentation
Everything you need to manage your CA practice efficiently. Learn how to track tasks, filings, invoices, and automate your workflow.
Explore Features
Work Board
Notion-style kanban board with drag-and-drop task management
Filing Trackers
Excel-like grids for GSTR, ITR, ROC, and TDS filings
Client Management
Complete client database with KYC and document vault
Invoices & Billing
GST-compliant invoices with automatic calculations
Security
2FA, encryption, audit logs and compliance features
Reports
Team productivity and compliance analytics
What's New
v2.0Latest updates and improvements to Blueprint Books.
- AI-powered task creation with natural language processing
- Task templates for standardized workflows
- Task dependencies with visual indicators
- Financial year filtering across all reports
- Webhook integrations for external systems
- Enhanced backup and recovery options
- Real-time collaboration with live sync indicators
- Redesigned documentation with search
- Email campaign automation with scheduling
- Client portal for self-service access
- Enhanced invoice PDF generation
- Fixed GSTR calculation rounding issues
- Two-factor authentication with TOTP
- Audit logs with 2-year retention
- AES-256 encryption for sensitive data
- Mobile-responsive design improvements
Getting Started
Blueprint Books is a comprehensive task management platform designed for Chartered Accountants to manage clients, tasks, filings, invoices, and team operations.
Quick Setup
Create your account and verify your email address
Complete your organization profile in Settings
Add team members and assign roles (Admin, CA, Article Assistant)
Import or create your first clients
Configure email templates and automation rules
Enable Two-Factor Authentication for security
Start creating tasks and tracking filings
Quick Start by Role
Get started quickly with guides tailored to your role. Select your role to see the most relevant features.
For Admins
5 min readSet up your workspace, manage team members, and configure organization settings.
For CAs
7 min readManage clients, track filings, create invoices, and monitor team productivity.
For Article Assistants
4 min readWork on assigned tasks, track time, and collaborate with your team.
For Client Portal Users
3 min readView your filings, download invoices, and access shared documents.
User Roles & Permissions
Blueprint Books uses a role-based access control system to manage permissions across your workspace.
Admin
- Full workspace management
- User and role management
- Billing and subscription
- Organization settings
- Audit log access
CA (Chartered Accountant)
- Client management
- Task creation and assignment
- Filing management
- Invoice generation
- Report access
Article Assistant
- View assigned tasks
- Update task status
- Time tracking
- Add comments
- Limited client view
Client Portal
- View own filings
- Download invoices
- Access document vault
- View filing status
- Communication portal
Dashboard
Get a comprehensive overview of your practice with key metrics, pending tasks, overdue filings, and role-based analytics.
Key Metrics
Track tasks, clients, filings, revenue, and progress at a glance
Role-Based Widgets
See analytics tailored to your role: Admin, CA, or Article
Onboarding Progress
Guided checklist to set up workspace and team
Quick Actions
One-click access to Work Board, Clients, and Billing
Notifications
Real-time alerts for tasks, filings, and team activity
Deadline Calendar
Visual calendar showing upcoming filing deadlines
New workspaces start on the Dashboard to complete setup. Once onboarding is finished, you'll land directly on the Work Board for faster access.
Work Board
Visualize your workflow with a real-time kanban board featuring drag-and-drop task management across Backlog, Todo, In Progress, Review, and Completed columns.
Task Columns
Task Features
Work Board updates in real-time across all connected users. See the "Live" indicator when connected. Changes sync instantly without page refresh.
Filing Trackers
Track all statutory filings in powerful grid views with inline editing, bulk operations, and Excel export capabilities.
GSTR Filing
- GSTR-1 & GSTR-3B tracking
- Tax liability & ITC
- ARN numbers
- Return period management
ITR Filing
- Assessment year tracking
- Tax computation
- Refund status
- Acknowledgment numbers
ROC Filing
- AOC-4, MGT-7 forms
- Due date monitoring
- SRN tracking
- Fee calculations
TDS Filing
- Quarterly returns (24Q, 26Q)
- Challan tracking
- Certificate generation
- Lower deduction orders
ADT-1 Auditor
- Appointment tracking
- Rotation compliance
- Filing status
- Resignation tracking
DPT-3 Deposits
- Annual returns
- Deposit details
- Due date reminders
- Penalty tracking
Export any filing tracker to Excel or CSV format with one click. Use the download button in the top-right corner of each tracker.
Client Management
Maintain detailed client records with KYC documents, contact information, billing details, and comprehensive audit trails.
Client Profiles
Store PAN, GSTIN, CIN, entity type, and multiple contacts
Document Vault
Securely upload and manage KYC documents with versioning
Billing Setup
Configure billing cycles, fee structures, and rate cards
Data Security
AES-256 encryption for sensitive data fields
Client Segments
Group clients by industry, size, or service type
Visibility Controls
Control which team members can access each client
Entity Types Supported
Invoices & Billing
Create professional, GST-compliant invoices with automatic tax calculations, payment tracking, and automated reminders.
Invoice Number Format
Invoices are automatically numbered based on your financial year settings:
INV/2024-25/00001
Payment Tracking
Monitor payments, outstanding balances, and aging analysis across all clients.
Payment Recording
- Multiple payment modes
- Partial payments
- Auto-reconciliation
Aging Analysis
- 30, 60, 90+ day buckets
- Outstanding reports
- Collection tracking
Reminders
- Due date alerts
- Overdue notifications
- Auto-follow up emails
Email Automation
Create reusable email templates and automate client communications for reminders, notifications, and updates.
Filing Reminders
Auto-send 7, 3, and 1 day before deadlines
Task Assignments
Notify team when tasks are assigned
Invoice Notifications
Send invoices with PDF attachments
Payment Reminders
Automated overdue invoice reminders
Task Completion
Notify clients when tasks are completed
Onboarding Emails
Welcome emails for new team members
Template Variables
Use these variables in your email templates for dynamic content:
{{client.name}}{{client.email}}{{filing.type}}{{filing.dueDate}}{{invoice.number}}{{invoice.amount}}{{task.title}}{{user.name}}{{org.name}}Email Campaigns
Send bulk emails to client segments with tracking and analytics.
Campaigns can be scheduled to run daily, weekly, or monthly. Set your preferred send time in Settings > Email Preferences.
Task Automation
Set up recurring tasks and create automation rules for intelligent task assignment.
Recurrence Patterns
Task Templates
Create reusable task templates with predefined checklists, assignees, and settings for consistent workflow execution.
Template Library
Save and organize templates by category (GSTR, ITR, ROC, etc.)
Predefined Checklists
Include step-by-step checklists that auto-attach to tasks
Default Assignees
Pre-assign team members or use smart assignment rules
Time Estimates
Set expected duration for better workload planning
Creating a Template
Go to Settings > Task Templates > Create New
Enter template name and select category
Add checklist items with descriptions
Set default priority, assignee rules, and time estimate
Save template for use across your workspace
Built-in Templates
Task Dependencies
Define relationships between tasks to ensure proper sequencing and prevent work on blocked tasks until prerequisites are completed.
Dependency Types
Finish-to-Start, Start-to-Start, and custom dependency rules
Visual Indicators
See blocked tasks and their dependencies at a glance
Auto-Notifications
Get notified when blocking tasks are completed
Circular Detection
Automatic prevention of circular dependency chains
Dependency Statuses
Right-click any task on the Work Board and select "Add Dependency" to quickly link tasks together. You can also drag tasks to create visual dependency chains.
Reports & Analytics
Generate detailed reports on team productivity, compliance status, and revenue tracking.
Team Productivity
- Tasks per member
- Completion time
- Billable hours
- Workload distribution
Compliance
- Filing rates by type
- Overdue filings
- Deadline alerts
- Client compliance score
Financial
- Revenue by client
- Outstanding invoices
- Collection rates
- Billing efficiency
Scheduled Reports
Configure reports to be generated and emailed automatically:
AI-Powered Features
Leverage AI to streamline your workflow with natural language task creation and automated checklists.
Natural Language Tasks
Create tasks using plain English - AI extracts client, type, priority, and due date
Smart Checklists
AI-generated compliance checklists based on filing type
GST Summarizer
Analyze and summarize GST data from uploaded files
Cost Monitoring
Built-in AI usage tracking with budget controls
Try typing: "GSTR-3B for XYZ Ltd high priority due tomorrow" and AI handles the rest. The AI parses client name, filing type, priority, and due date automatically.
AI Examples
Import Data
Bulk import clients, tasks, and filings from Excel or CSV files.
Client Import
- Download the Excel template
- Fill in client details (name, PAN, GSTIN, etc.)
- Upload the completed file
- Review validation results
- Confirm import
Filing Import
- Select filing type (GSTR, ITR, ROC, etc.)
- Download the type-specific template
- Fill in filing details
- Upload and validate
- Review duplicate detection
The import system automatically detects duplicates based on PAN, GSTIN, or unique identifiers. Review the duplicate report before confirming the import.
Export Data
Export your data to Excel, CSV, or PDF for backup, analysis, or reporting.
Export Formats
Excel
.xlsx
CSV
.csv
Backup & Recovery
Protect your data with automated backups, point-in-time recovery, and disaster recovery options.
Automated Backups
Daily automated backups with 30-day retention
Point-in-Time Recovery
Restore data to any point within retention period
Manual Backups
Create on-demand backups before major changes
Restore Options
Full restore or selective data recovery
Backup Schedule
Full workspace recovery typically takes 15-30 minutes depending on data size. Plan accordingly and inform team members before initiating a restore.
Financial Year Management
Configure financial years, filter data by FY, and manage year-end transitions seamlessly.
FY Configuration
Set financial year start date (default: April 1)
FY Filtering
Filter all reports and dashboards by financial year
Year-End Transition
Automated setup for new financial year
FY Comparisons
Compare metrics across multiple financial years
Financial Year Selector
The FY selector is available in the header across all pages. Select a financial year to filter:
What Gets Filtered
Included
- • Filings (GSTR, ITR, ROC, TDS)
- • Invoices and payments
- • Revenue reports
- • Compliance reports
Always Visible
- • Client master data
- • Team members
- • Templates and settings
- • Current active tasks
Notifications
Stay informed with real-time notifications for tasks, filings, and team activity.
In-App Notifications
Real-time alerts in the notification center
Email Notifications
Important updates sent to your inbox
Push Notifications
Mobile alerts for critical deadlines
Preferences
Customize which notifications you receive
Notification Types
Critical
Overdue filings, failed automations
Warning
Upcoming deadlines, pending approvals
Info
Task updates, team activity
Two-Factor Authentication
Add an extra layer of security to your account with TOTP-based two-factor authentication.
Authenticator App
Use Google Authenticator, Authy, or any TOTP app
Backup Codes
10 one-time backup codes for account recovery
Device Trust
Remember trusted devices for 30 days
Session Security
Automatic logout on suspicious activity
Setting Up 2FA
Go to Settings > Security > Two-Factor Authentication
Click "Enable 2FA" and enter your password
Scan the QR code with your authenticator app
Enter the 6-digit code from your app to verify
Save your backup codes in a secure location
Store your backup codes securely. Each code can only be used once. If you lose access to your authenticator app and backup codes, you'll need to contact support for account recovery.
Audit Logs
Comprehensive activity logging for compliance, security, and troubleshooting.
Tracked Events
CRUD Operations
- Create, Read, Update, Delete
- Before/After values
- Changed fields tracking
Authentication
- Login/Logout events
- Failed login attempts
- Password changes
System Events
- Configuration changes
- Backup/Restore operations
- Import/Export actions
Metadata
- IP address
- User agent
- Request path
Audit logs are retained for 2 years to meet compliance requirements. Logs can be exported to CSV for archival purposes.
Data Encryption
Enterprise-grade encryption to protect sensitive client and financial data.
At Rest Encryption
- AES-256-GCM encryption
- Sensitive fields encrypted
- PAN, GSTIN, bank details
- Key rotation support
In Transit Encryption
- TLS 1.3 for all connections
- HTTPS enforced
- Secure WebSocket connections
- Certificate pinning
Encrypted Fields
Client Portal
Provide clients with a secure self-service portal to view their filings, invoices, and documents without accessing your main workspace.
Filing Status
Clients view real-time status of their filings
Invoice History
Download invoices and track payments
Document Access
Secure document sharing and downloads
Communication
Message center for client-CA communication
Setting Up Portal Access
Navigate to the client profile
Click "Portal Access" in settings
Enter client email address
Set viewing permissions
Send invitation email
Client receives login credentials
Generate unique portal links for each client. They can view their data without needing a full account. Access is completely isolated from other clients.
API Reference
RESTful API endpoints for integrating Blueprint Books with external systems.
Core Endpoints
/api/clients/api/clients/api/tasks/api/tasks/api/tasks/[id]/api/filings/api/filings/api/invoices/api/invoicesAuthentication
API requests require authentication via session cookies (for browser) or API keys (for integrations).
Authorization: Bearer YOUR_API_KEY
Rate Limiting
API endpoints are rate-limited to prevent abuse:
- 100 requests per minute per user
- 1000 requests per hour per workspace
Response Format
{
"data": { ... },
"meta": {
"page": 1,
"limit": 20,
"total": 100
}
}Webhooks
Integrate Blueprint Books with external systems using webhooks for real-time event notifications.
Event Triggers
Get notified when tasks, filings, or invoices change
Custom Endpoints
Send data to your servers or third-party services
Secure Delivery
HMAC signatures for webhook verification
Retry Logic
Automatic retries with exponential backoff
Available Events
task.createdA new task is createdtask.updatedTask status or details changetask.completedTask marked as completedfiling.createdNew filing record addedfiling.status_changedFiling status updatedinvoice.createdNew invoice generatedinvoice.paidInvoice payment recordedclient.createdNew client addedWebhook Payload Example
{
"event": "task.completed",
"timestamp": "2025-12-05T10:30:00Z",
"data": {
"id": "task_abc123",
"title": "File GSTR-3B for ABC Corp",
"client_id": "client_xyz",
"completed_by": "user_123",
"completed_at": "2025-12-05T10:30:00Z"
},
"signature": "sha256=..."
}Configure webhooks in Settings > Integrations > Webhooks. Add your endpoint URL, select events to subscribe to, and save the secret key for signature verification.
Keyboard Shortcuts
Navigate efficiently with keyboard shortcuts.
Global Shortcuts
Work Board Shortcuts
Settings & Configuration
Configure organization settings, manage team members, and customize automation rules.
Organization
- • Name, logo, contact details
- • GST registration
- • Financial year config
- • Invoice prefix/suffix
Team
- • Add/remove members
- • Assign roles
- • Set permissions
- • Invite via email
- • SMTP settings
- • Templates
- • Delivery monitoring
- • Sender configuration
Security
- • Two-factor auth
- • Session timeout
- • IP allowlist
- • Password policy
Billing
- • Rate cards
- • Tax configuration
- • Invoice templates
- • Payment reminders
Notifications
- • Email preferences
- • In-app notifications
- • Deadline reminders
- • Team alerts
Troubleshooting
Common issues and their solutions.
Cannot receive 2FA codes
Ensure your phone's time is synced automatically. If using a new device, you may need backup codes to regain access.
Email notifications not arriving
Check your spam folder. Verify your email address in Settings. Contact support if emails are still blocked.
Cannot import clients
Ensure your Excel file matches the template format. Check for duplicate PAN/GSTIN entries. Required fields must not be empty.
Invoice calculations incorrect
Verify GST rates in organization settings. Check client's state code for IGST vs CGST/SGST calculations.
Tasks not syncing in real-time
Check your internet connection. Try refreshing the page. If the Live indicator is red, the WebSocket connection may be blocked.
PDF download failing
Disable pop-up blockers for this site. Ensure you have sufficient browser permissions. Try a different browser.
Frequently Asked Questions
Get Support
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