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Documentation
Everything you need to set up and get the most out of GSTShield.
Getting started
How to add your first client
After signing up, go to your Dashboard and click "Add Client". Enter the client's GSTIN — GSTShield will validate it against the GSTN database and auto-fill the business name. Click Save and the client will appear in your client list.
Upload a purchase register
Open any client from your dashboard and click "Upload Purchase Register". We accept standard Excel files (.xlsx / .xls). GSTShield automatically detects column formats used by common accounting software — no reformatting needed. Once uploaded, the entries are parsed and stored against that client.
Run reconciliation
After uploading the purchase register, click "Sync GSTR-2B". GSTShield fetches the latest GSTR-2B data via our GSP (MasterGST) and compares it line-by-line against your uploaded purchase entries. Mismatches — invoices present in your register but missing from GSTR-2B — are highlighted instantly.
GSTR-2B sync
How GSTR-2B data is fetched
GSTShield uses MasterGST, a Government-authorised GST Suvidha Provider (GSP) licensed by GSTN. This is the official, compliant channel for programmatic GST data access. Your clients' data is fetched securely over TLS and stored encrypted on Indian servers.
Global sync — sync all clients at once
From the dashboard, click "Sync All Clients" to fetch GSTR-2B data for every client in one go. To prevent overuse of the GSP API, global sync is rate-limited to once every 48 hours. You can still sync individual clients at any time without restriction.
What periods are available?
GSTR-2B is published monthly by the GST portal, typically by the 14th of the following month. GSTShield fetches the most recent available period automatically. You can select a specific month from the client detail view if you need to reconcile an older period.
WhatsApp vendor reminders
How WhatsApp reminders work
Available on Pro and Firm plans. After reconciliation, GSTShield shows a list of vendors with missing GSTR-1 filings. Click "Send Reminder" next to any vendor to send them a WhatsApp message via the official WhatsApp Business API (powered by AiSensy). You can send a first notice, second notice, or final notice — each with escalating urgency.
Can I customise the message templates?
The three templates (first notice, second notice, final notice) include your CA firm name automatically. Custom template editing is on our roadmap. Contact support@gstshield.in if you need a bespoke template for your firm.
Does the vendor need WhatsApp?
Yes — the vendor's registered mobile number must be active on WhatsApp. GSTShield uses the phone number from your purchase register. If a message fails to deliver, you'll see an error status next to that vendor.
Billing & subscriptions
What plans are available?
GSTShield offers three plans: Starter (₹999/month, 10 clients), Pro (₹1,999/month, 50 clients + WhatsApp + PDF reports), and Firm (₹3,499/month, unlimited clients + all Pro features + team access). All plans include a 14-day free trial with no credit card required.
How do I upgrade my plan?
Go to Dashboard → Profile → Subscription. Click "Upgrade" next to your desired plan. You'll see a confirmation dialog showing the prorated charge before any payment is made. Upgrades take effect immediately.
How do I cancel?
You can cancel anytime from Dashboard → Profile → Subscription. Your access continues until the end of the current billing period. We do not offer refunds for partial months, but you'll never be charged after cancellation.
Security & compliance
How is my clients' data protected?
All data is encrypted at rest using AES-256 and in transit using TLS 1.3. We store everything exclusively on Indian servers. GSTShield is fully GSTN-compliant and never shares client data with any third party outside the services required to operate the platform (Supabase, MasterGST GSP).
Who can see my client data?
Only you. Each account's data is isolated using row-level security (RLS) in our database — no other GSTShield user can access your clients or their GSTR data. Aurum Digital employees do not access your client data unless you explicitly request support that requires it.