Roadmap

What's coming, what's deliberately deferred, and why. The goal is to validate every next slice with a practising CA before building — so this list is soft, not committed.

Awaiting CA verification (highest priority)

Before adding more, we want a CA to sit with what's shipped and tell us what's actually useful day-to-day vs. what's noise. Most-needed first:

1. ITR-1 JSON — generate against a real client's FY 2025-26 data, attempt upload at incometax.gov.in, confirm acceptance. Schema may need tweaks per current AY.
2. GSTR-1 JSON — generate against a real firm's May 2026 invoices, upload at gst.gov.in Returns → Prepare Offline. Confirm acceptance.
3. Income-tax calculator — sanity-check old vs new regime math for a few real assessee profiles.
4. Compliance calendar — does the 12-month-ahead pre-generation align with a CA's actual filing cadence? Do alert thresholds (T-7/T-3/T-0/T+1/T+3) feel right?

Likely next slices (post-CA feedback)

Slice	What	Why now
GSTR-3B	Companion summary return to the GSTR-1 we already ship. Same data pipeline.	Every GST-registered client files monthly.
Form 16 + Form 130 generators	TDS-on-salary certificate. Form 16 for legacy FY 2025-26 income (1961 Act); Form 130 for FY 2026-27 onwards (IT Act 2025, Rule 215 of Income-tax Rules 2026, Notification 22/2026 dated 20 March 2026). Same TDSCertificate table, template chosen by Tax Year.	Transition season — CAs issue both shapes through calendar 2026.
Tally / Zoho Books import	One-click pull of vouchers, ledger balances, parties into CAPilot.	Reduces double-entry; biggest single ask from CAs in informal conversations.
GSTR-2B reconciliation	Upload GSTR-2B JSON downloaded from gst.gov.in, match against firm's purchase invoices, flag mismatches.	High-value for input-credit accuracy.
Practice analytics dashboard	Consolidated KPIs: compliance success rate, AR aging, time utilization by staff, top clients by revenue, MRR trajectory.	Visible-every-day value once a CA has been on CAPilot for 30+ days.
e-Invoice IRN push	Wire Invoices.sendIRN against the NIC sandbox / a GSP partner. Data model is already e-Invoice ready.	Mandatory for turnover ≥ ₹5 cr; nice-to-have below.
AI-assisted features	LLM-powered: draft client reply, summarise a long communication thread, extract data from an uploaded document.	Differentiator + premium-tier worthy. Distinct project from the compliance-heavy core.

Deferred — only if specifically requested

• WhatsApp Business API — Meta onboarding overhead. v0 logs WA conversations manually.
• Multi-firm under one login — pricing sketch had this as Practice tier; not actually requested by any v0 customer yet.
• OCR-based invoice scan / vendor bill extraction — touches the AI roadmap.
• Native mobile app — web-responsive works; native is a real investment.

Will NOT build (out of scope or wrong fit)

• Standalone accounting / book-keeping — that's Tally / Zoho Books / QuickBooks territory. CAPilot integrates with them, doesn't replace them.
• Income-tax filing portal for end-clients — that's the IT Dept's job. CAPilot generates the JSON; users upload.
• Statutory audit tool for full audit working papers — adjacent but heavy domain. Possibly a future product.

Pending operational decisions

These aren't code; they need your call:

1. Real GSTN / MCA21 provider keys — sign up for Sandbox.co.in or Probe42 → the autofill in Client onboarding lights up automatically (wrapper code is wired with a placeholder, ~15 min to drop in the real fetch once keys land).
2. Live Razorpay keys for production — rzp_live_* keys are in env today but flagged as live; production launch needs the KYC pipeline complete.
3. SendGrid for transactional emails — already wired, just confirm production sender domain is verified.

Honest list of known gaps

These are real today, surfaced so a CA evaluating CAPilot isn't surprised:

• The GSTIN + MCA lookup pages return realistic but synthetic stub data in dev — they explicitly tag "Demo data · stub mode". Real data needs the provider keys above.
• Form 16 / Form 130 — not yet built.
• GSTR-2A / 2B / 3B — not yet built (GSTR-1 only).
• Tally / Zoho Books import — flagged but not yet built.
• Inline HSN autocomplete on Invoice lines — defer to a custom-cell-editor slice.
• Bulk reassign across staff for compliance tasks — polish slice.
• Live-running stopwatch for time entries — log-after-the-fact today.