Stay 100% EPFO Compliant — automatically.
Non-compliance with EPFO can trigger penalties under Section 14B and interest under Section 7Q. Our compliance engine eliminates that risk — every filing, every deadline, every regulation — handled end to end.
- 15+
- EPFO forms auto-generated
- 0
- Compliance penalties reported
- 100%
- SOP 2023 coverage
- < 5 min
- Monthly ECR filing time
Every compliance requirement, fully covered
Updated to the latest EPFO Standard Operating Procedures (October 2023) — the most comprehensive compliance engine for in-house PF trusts.
Monthly Contribution Filing
✓ CoveredAuto-generate and upload ECR (Electronic Challan cum Return) with wage register, deduction split, and employer share — every month, on time.
Annual Member Returns
✓ CoveredForm 3A (member-wise annual account) and Form 6A (consolidated annual return) auto-populated from payroll data and submitted digitally.
Investment Pattern Compliance
✓ CoveredValidates your portfolio against EPFO-prescribed allocation limits for Category I, II, and III instruments and alerts on breaches in real-time.
Interest Crediting
✓ CoveredComputes member-wise interest from the income the trust actually earned and checks the declared rate against the EPF Scheme 2026 ceiling of two percentage points above the statutory benchmark — ready for annual trustee sign-off under para 13(9).
Transfer & Settlement
✓ CoveredProcesses inter-trust transfers and settlement claims within the timelines prescribed under the EPF Scheme, 2026, which replaced the 1952 Scheme on 29 June 2026.
Exemption Governance Filings
✓ CoveredProduces the artefacts the EPF Scheme 2026 expects from an exempted trust — Form-II returns filed digitally, Form-III trustee meeting minutes, and the Form-IV undertaking to the Regional PF Commissioner — as a continuation or renewal pack.
Member Statements
✓ CoveredIssues statements of account to every member within two months of financial-year close, and publishes the current Trust Rules to the self-service portal with a dated record of circulation.
Trustee & Audit Reports
✓ CoveredGenerates annual trust accounts, receipt & payment statements, income & expenditure accounts, and balance sheets in regulator-ready format.
Compliance on autopilot — every month
From payroll cutoff to EPFO acknowledgement, the entire compliance cycle runs automatically — freeing your team for higher-value work.
- 01
Payroll data sync
Each pay period, contribution data flows in automatically from your payroll or HRMS system — no spreadsheets, no copy-paste, no errors.
- 02
Automated validation & computation
The compliance engine validates every record against EPFO rules — wage ceiling, contribution rates, qualifying service — and flags exceptions instantly.
- 03
Filing generation & submission
ECR challans, statutory returns, and investment reports are generated and, where applicable, submitted directly to the EPFO portal in one click.
- 04
Audit trail & acknowledgement
Every action is logged with timestamp and user attribution. Acknowledgement receipts from EPFO are stored automatically against the correct period.
Every statutory report — generated in seconds
12+ EPFO-mandated forms and trust reports, auto-populated and export-ready.
Enterprise-grade security for sensitive fund data
PF trust data is among the most sensitive financial information your organisation holds. We protect it with the same rigour as banking institutions.
AES-256 Encryption
All data at rest and in transit is encrypted using AES-256 and TLS 1.3 — the same standard used by banks.
Role-Based Access Control
Fine-grained permissions ensure each user sees only what their role requires — employees, HR, finance, trustees, and auditors all have separate access levels.
Complete Audit Trail
Every login, data change, report download, and filing action is timestamped, attributed, and stored in a tamper-evident log for a minimum of 7 years.
Automated Backups
Daily encrypted backups with point-in-time recovery. Your data is geo-redundant across multiple data centres within India.
Compliance questions, answered
Everything you need to know about EPFO compliance and how our software handles it.
- Does the EPF Scheme, 2026 change what this page describes?
- Yes, in part. The Employees’ Provident Funds Scheme, 2026 was notified under the Code on Social Security, 2020 on 29 June 2026 and replaced the EPF Scheme, 1952. The day-to-day work described here — ECR filing, investment monitoring, interest crediting, audit-ready records — continues, but exemption is now a renewable three-year term, declared interest is capped at two percentage points above the statutory benchmark, and Form-II, Form-III and Form-IV join the filing set. See our full breakdown of what changed for exempted trusts.
- What is EPFO SOP 2023 and why does it matter?
- The EPFO Standard Operating Procedures (October 2023) set out detailed guidelines for exempted in-house PF trusts on contribution processing, investment, benefit disbursement, and reporting. It remains the operational reference for how EPFO inspects exempted establishments, now sitting beneath the EPF Scheme, 2026. Non-compliance can lead to loss of exemption status and heavy penalties.
- How does the software handle wage ceiling updates?
- When EPFO revises the statutory wage ceiling, the system is updated automatically. All future contribution computations use the new ceiling, and you receive an in-app notification to review past periods if needed. This matters more than usual right now: the Union Cabinet approved raising the ceiling from ₹15,000 to ₹25,000 a month on 16 September 2026 — the first revision in twelve years — which will widen the member base an exempted trust administers once the implementing notification is issued.
- When does our exemption need to be renewed?
- Under the EPF Scheme, 2026 a fresh exemption order runs for three years, and an extension is applied for on the portal at least six months before expiry. Existing exempted establishments are required to apply for continuation within two years of the notification of the Social Security (Central) Rules, 2026 — that clock runs from 8 May 2026. Separately, AMNESTY, 2026 and VISHWAS, 2026 both close on 28 December 2026.
- Can the software generate EPFO-accepted ECR files?
- Yes. The platform generates ECR files in the exact format accepted by the Unified Portal, including all required fields, validation checks, and digital signature support.
- What happens if a compliance deadline is missed?
- The system sends email and in-app alerts before every filing deadline. It also projects the interest (7Q) and penalty (14B) exposure so your team can act before the deadline passes.
- Is the software applicable to gratuity and superannuation trusts too?
- Yes. The compliance modules extend to gratuity and superannuation funds, including IT Act compliance under Section 36(1)(v) and the annual actuary requirement.
- How do you keep the software updated with regulatory changes?
- Our legal and compliance team monitors EPFO circulars, notifications, and court orders continuously. Updates are deployed to all customers simultaneously, typically within 5 business days of any regulatory change.
Eliminate compliance risk — starting today
Get a live walkthrough of the compliance module. See exactly how we handle your specific trust structure and filing requirements.