Overview
Your services
Also available from Yodoya Shoji
Business Health Score
Due dates, next 45 days
Standard statutory due dates for the services you take with us, for monthly filers. Your own dates can differ (quarterly filing, government extensions). We email a reminder 3 days before each one.
Updates from Yodoya Shoji
Actions for you
Your engagement
Upload data
Choose what the file is for (the month is filled in for you), then add the files. They go straight to your private workspace and we are told at once.
Upload only the business records we ask for. Never upload passwords, one-time codes, PINs or card details: we never need them.
Still needed
Your uploads
Every file you have sent us, newest first. We check each one within two working days: Received means it has arrived, Accepted means it is what we needed, Needs attention tells you what is missing.
| File | For | Sent | Status |
|---|
How Yodoya Kura works
Yodoya Kura is your private workspace with Yodoya Shoji. Everything we need from you, and everything we deliver to you, is here. Nothing is sent as an email attachment, and nothing is sent by WhatsApp.
We tell you what we need
For each service you take, we post the documents we need under What we need, with a due date. You receive an email each time, and a reminder three days before the date.
You upload
Open Upload data, choose what the file is for, and drop the files in. The month is filled in for you. Excel, CSV, JSON, XML, text, PDF and ZIP files are accepted, up to 250 MB each.
We check each file
Within two working days, the status under Your uploads changes from Received to Accepted, or to Needs attention with a note saying what is missing. If a document never arrives, our report states that the period was reviewed without it.
We review and share findings
Our findings appear under Findings, each with what we found, the evidence, and a suggested action. For confidentiality, findings and amounts are never sent by email.
You respond
Reply to each finding with your action or comments. Your engagement lead reviews replies within two working days.
You receive the report
Reports appear under Reports on the date shown on your Overview, and we email you when one is issued.
Every page, in short
| Page | What it is for |
|---|---|
| Overview | Your services and their status, what is due from you, invoices to pay, your compliance calendar for the next 45 days, and notices from us. |
| Upload data | Send the records we requested. Every file is checked by us and kept as evidence for the work; it cannot be deleted from here. |
| What we need | Each document we need, its month and due date, and its status. |
| Findings | What our review found, with evidence and a suggested action, and your replies. Recovery claims need your owner contact's approval before anything is sent. |
| Reports | Our reports, and invoices from Yodoya Shoji with their due dates and status. |
| Records | Your company's own papers in nine folders, with expiry reminders and one-click packs (vendor registration; bank and tender). Your owner contact can delete any document, others only what they added. Blank Excel forms (attendance, staff list, vendor list) are here too. |
| Your details | Your company record (kept by us from your certificates), your contact people, email reminders on or off, and the compliance reminders you choose. |
Compliance reminders
- Under Your details, tick the filings and payments that apply to your company: GST, TDS and income tax, payroll (salaries, PF, ESI, professional tax, bonus, labour welfare fund) and company law (MSME-1, DPT-3, directors' KYC, AGM, AOC-4, MGT-7). Tick only what applies: a company is a monthly or a quarterly (QRMP) GST filer, not both.
- We email your main and accounts contacts 3 days before each ticked item and again the day before, at 9 in the morning. If no contact email is filled in, the people who sign in for your company receive them.
- Each item shows the law it comes from and the date we last checked the list. When the government extends a date we update it, with the reason, and your calendar and reminders follow.
- Reminders are a courtesy. They do not replace your own compliance calendar or your chartered accountant's advice, and filing and paying on time remains your company's responsibility.
Who does what
| You | Yodoya Shoji |
|---|---|
| Upload the documents requested, by the due date | Request only what each service needs |
| Keep your contact people and reminders up to date under Your details | Keep your company record (GSTIN, PAN, MSME status) from your certificates |
| Respond to findings and approve claims | Check every file, review findings before they reach you, issue reports |
| File returns and pay taxes on time, with your own OTP or signature | Prepare what your engagement covers, and file only after your approval |
| Tell us if your registration details change or someone with access leaves | Tell you when anything is overdue or needs attention, and remove access the same day |
Signing in and security
- Sign in with the email address we invited. If your company uses Microsoft 365, you sign in as usual; otherwise a one-time code is sent to your email each time, so there is no password to remember or lose.
- You are signed out after 30 minutes without activity. On a shared computer, sign out and close the browser.
- Only you, the colleagues you name, and the Yodoya Shoji team assigned to you can see your workspace. Every sign-in, upload, download and decision is recorded.
- We will never ask for your code, a password, or your GST or bank login, by phone, email or message. Never upload them.
- Your last visit before today is shown at the foot of the menu and under Your details. If it was not you, email us at once.
- A sign-in not used for 90 days is paused for safety. Email us and we restore it the same working day.
- Yodoya Kura works on phones, tablets and computers; on a phone, tables show as cards.
How recovery and fees work
- We show each amount that appears to be owed to you, with its evidence. Nothing goes to a supplier until your owner contact approves it.
- Approved claims are sent in your company's name, with you copied. The supplier pays you directly; money never passes through us.
- Any fee is as set out in your engagement letter. Each month you confirm a statement of amounts received before we invoice.
Invoices and payment
- Our invoices appear under Reports and on your Overview; we email you when one is issued, 3 days before it is due and if it becomes overdue.
- Pay only by bank transfer to the account printed on the invoice. We never ask you to pay into a different account by email or phone; if anyone does, call your engagement lead before paying.
- If an engagement is put on hold, access pauses and reminders stop until it is restored. Your records are kept.
What Yodoya Kura is not
- Not a statutory audit, tax audit, certification or opinion on financial statements, and not legal or tax advice. Those remain with your chartered accountant and advisers.
- Not a filing service by itself: nothing is filed or sent in your company's name without your approval, with your own OTP or signature.
- Not a guarantee: findings are based on the records provided for the period reviewed; rupee amounts are estimates until verified; recoveries depend on supplier acceptance. If our checks find nothing, that means nothing was found in the checks run on the data provided.
- Not a place for passwords, OTPs, card numbers, or personal documents we have not asked for.
Need help?
Email your engagement lead, shown on your Overview, or assurance@yodoyashoji.com. Please quote your Client ID. The full terms of use and privacy notice apply.
What we need
Data requested for your current cycle, with due dates.
| Item | Service | Month | Due | Status |
|---|
Findings
Every finding is verified with documents before it appears here. Respond to add your explanation.
Findings are observations from the records provided for the period, for your management to act on. They are not a legal or tax opinion, and amounts are estimates until verified.
| ID | Finding | Amount | Rating | Due | Status |
|---|
Reports
Reports are issued on the date shown under Your engagement on the Overview. Each report covers only the period and the records it names.
Invoices from Yodoya Shoji
| Invoice | Date | Amount | Due | Status |
|---|
Please quote the invoice number with your payment. Payments are confirmed here once received.
Recovery
Amounts that appear to be owed to you by your suppliers. Nothing is sent to a supplier until you approve it. See How it works.
| Claim | Supplier | Identified | Claimed | Received | Status | Your decision |
|---|
Staff guide
How Yodoya Shoji staff run Yodoya Kura: the daily routine, every page, the scripts and the rules that never bend.
Every morning (15 minutes)
Read the 09:00 summary email
Yesterday's uploads and replies, overdue requests, cases due within 7 days, and any Kura Watch alert.
Dashboard
Today line first: files to check, items overdue, reports and findings to review, approvals waiting. Anything red is today's work.
Desk
Accept each received file or mark it Needs attention with a note the client will read. Answer within two working days; files waiting longer show red.
Clients
Invoices due or overdue, payment notes, people with access, new client requests.
Pages
| Page | What it is for | Who |
|---|---|---|
| Dashboard | Today, Clients, Money, People, Statutory due dates (next 60 days, Change for extensions; Email me the quarterly check), Team. | All staff; Change and Team: Leads |
| Desk | Files to check, overdue items, client replies, claim decisions, reports and drafts waiting. | All staff |
| Clients | One row per client: status, payment, people, last sign-in, work. Details: invoices (add, mark paid), payment note, last 30 days, Email me a reminder preview. Put on hold (any staff); Restore and Close (admin.reddy). New client and People with access (request; admin.reddy approves). | All staff; approvals: admin.reddy |
| Team | Each staff account's sign-ins and actions, and the activity export (CSV). | Leads and admin.reddy |
Scripts (PowerShell 7, C:\Kura\m365, a NEW window for each)
| Script | When | Sign in as |
|---|---|---|
| Kura-Onboard.ps1 | After a New client request: creates the client and issues the Client ID | admin.reddy |
| Kura-People.ps1 | Give or remove portal access when the portal cannot | admin.reddy |
| Kura-Reminders.ps1 | See a client's reminders, preview them, quarterly check, change a due date | msreddy |
| Get-KuraErrors.ps1 | When an alert email arrives: what went wrong, in plain lines | msreddy |
| Test-KuraPortalHealth.ps1, Test-KuraSecurity.ps1 | First working day of each month | msreddy |
| Set-KuraCompliance.ps1 | After any Microsoft 365 licence change: audit log, email protection, retention | admin.reddy |
| Set-KuraAccessPolicies.ps1 | Sign-in rules: -Review, -Enforce, -Rollback, -NewEmergencyPassword | admin.reddy |
| Set-YodoyaPlatform.ps1 -Stage 6, then -Stage 1 | After an update that adds lists or changes platform code | admin.reddy, then msreddy |
Rules that never bend
- Email and portal only. No WhatsApp for any business document.
- Findings and amounts never go by email; the email only says there is something to see.
- Never ask a client for a GST, bank or portal password or OTP.
- Our work is management assurance and business support, never described with the words reserved for chartered accountants (see STYLE.md). No work reserved for chartered accountants.
- Nothing reaches a client unreviewed: drafts are reviewed and approved before publishing.
- Giving access to client data is an admin act (admin.reddy), never done from a daily account.
- Rupee amounts are estimates; recoveries are never promised.
When something goes wrong
- Alert email (platform errors, API errors, stopped): run Get-KuraErrors.ps1 and send the output to Claude.
- Kura Watch alert (bulk downloads, dormant or closed users, shrinking library): call the client's owner contact the same day; to stop access at once, put the client on hold.
- Client cannot sign in: check People with access (paused after 90 days) and that the client is not on hold.
- A wrong due date: Dashboard, Statutory due dates, Change, with the notification number.
- Locked out of admin.reddy: the emergency account (paper in the safe).
Dashboard
The whole operation on one page: today's work, clients, money, people and your team.
Today
Clients
| Client | Status | Payment | Open | People | Last sign-in | Work |
|---|
Money
| Client | Invoice | Amount | Due | Status |
|---|
People
Client people with access
Waiting for approval
Statutory due dates, next 60 days
Every client is reminded of the items they ticked, 3 days and 1 day before. When the government extends a date, a Lead changes it here once; every client's calendar and reminders follow.
| Due | Item | Change |
|---|
Team
| Person | Role | Last sign-in | Days signed in | Actions |
|---|
Yodoya Desk
Today's work across every client, oldest first. Standard: every file checked within two working days; nothing left for tomorrow that can be closed today.
1. Files to check
Download each file and check it is what the request asked for, for the right month. Accept marks the request complete and moves the file into the month's folder in Raw Data, where the checks read it. Needs attention emails the client your note at once.
| Client | Item | Received | Waiting | Files |
|---|
2. Reports and findings
Reports to check or fix
Draft findings to review
3. Client replies and decisions
Replies to findings, last 14 days
Recovery claims decided by the client
4. To chase and to watch
Client items overdue
Cases due within 7 days
Paused client sign-ins
Reports, draft findings, cases and paused sign-ins are changed in Assurance Internal, as before. Every Desk action is recorded in the Activity Log with your name.
Clients
Every client and its standing, in one place. A client's status here is obeyed everywhere in Kura: on hold, nobody at the client can sign in, nothing is emailed to them and no new month opens; your team's work and their data are untouched.
| Client | Status | Payment | People | Last sign-in | Open |
|---|
Who may do what: any staff member can put a client on hold (it only makes things safer). Restoring a client, or closing it for good, needs the admin account (admin.reddy). Every change is recorded with the name and the reason.
New client
Fill this in from the client's GST certificate (and Udyam certificate if they have one). The admin account then creates the client by running .\Kura-Onboard.ps1: that issues the permanent Client ID, builds the client's private workspace, opens the first Health Check, and puts the main contact under People with access below, for approval.
Client requests
People with access
Who can sign in to each client's workspace. Anyone can request access here; it takes effect only when approved by the admin account (admin.reddy). The platform then sends the welcome email. Removing access works at once.
Requests
| Person | Company | Role | Last sign-in | Status |
|---|
Team
Everyone at Yodoya Shoji who used Kura in the last 30 days: when and from where they signed in, and every action they took. Seen only by the Leads and the admin account.
| Person | Role | Last sign-in | Days signed in | Actions |
|---|
Activity export
Every recorded action, by clients and staff, as a spreadsheet (CSV) that opens in Excel: time, company, person, action and detail.
Kura records everything done through Kura. Work done directly in SharePoint or Outlook is recorded by Microsoft's own audit log, which Kura will read once Microsoft 365 Business Premium is in place.
Records
Your company's important papers in one safe place: registrations, licences, bank letters, agreements and policies. Find any of them in seconds, download a ready pack for a bank, customer or tender, and get a reminder before anything expires.
Renewals coming up
Add a document
Ready packs
When a customer, bank or tender asks for your company documents, download them all at once as one zip file and attach it, instead of searching for each paper.
- Vendor registration pack
- Bank and tender pack
A pack holds only what you have added to those folders, so keep them current.
| Document | Folder | Added | Expires |
|---|
The People folder is seen only by your company's owner contact. Your owner contact can delete any document; others can delete what they added. A deleted document can be restored by Yodoya Shoji within 93 days. Files you sent with Upload data stay with us as evidence for the work and cannot be deleted from here. Records is included with your Yodoya Shoji services. It keeps your documents safe and reminds you of expiry dates you enter; it does not check whether a document is valid or current, and renewing on time remains your company's responsibility.
Forms
Simple Excel sheets for everyday records. Fill them in on your computer, then add them here or upload them when we ask. They are general templates: check them against your own policies and the labour and tax rules that apply to your company.
Your details
Your company record is kept by Yodoya Shoji from your registration documents. Your contact people are yours to keep up to date.
Company record
Something wrong or changed (name, address, GSTIN, services)? Ask us to update it and attach the supporting document.