The full product

Everything your practice needs. Nothing it doesn't.

One connected core for every firm, plus profession-specific suites for CA, CS, CMA, accountants and law firms — added through controlled packs, so the workspace never gets harder to use.

Release spotlight

Work Risk Radar

Know what's actually at risk before it's late.

  • Every client × due date scored red/amber/green
  • Factors in progress, workload, and history
  • Daily digest for red-flagged filings
Release spotlight

WhatsApp document collection

Clients upload from WhatsApp — no login required.

  • One-tap send from any client record
  • Client uploads from their phone, no app
  • Files land straight in your Documents

The core workspace

Nine modules. One connected core.

Every firm gets the full core — the same clients, deadlines and documents flow through every module.

Clients & Leads

One organised profile for every client and prospect.

  • Client profiles with contacts, notes & history
  • Leads and follow-ups in the same place
  • Services catalogue per client
  • Client feedback collection
  • Bulk import from a spreadsheet

Engagements, Tasks & Workflows

Turn recurring work into repeatable, trackable steps.

  • Engagements with owner, status and due date
  • Tasks, checklists and ready-made task templates
  • Approvals, reviews, blockers and escalations
  • Real-time status without asking around

Calendar & Deadlines

Statutory due dates, handled automatically.

  • Compliance due dates appear automatically
  • Deadline Risk Radar flags what may slip
  • Reminders and notifications go out on time
  • See the whole month at a glance

Documents & Requests

A secure, client-wise home for every file.

  • Encrypted vault organised by client
  • Document requests clients actually complete
  • Version history on every file
  • Reusable document templates

Time & Workload

See exactly where the team's hours go.

  • Log hours in seconds, from any task
  • Team workload and utilization at a glance
  • Employee profitability reports
  • Engagement-level time reports

My Day & Personal Tools

Each person starts the day knowing what's next.

  • My Day planner with today's priorities
  • Personal to-dos, notes and reminders
  • Focus mode for deep work
  • Saved views for repeat searches

Inbox, Chat & Activity

Conversations stay attached to the work.

  • Unified inbox for everything that needs you
  • Team chat linked to clients and tasks
  • Activity timeline on every record
  • Firm-wide announcements

Reports & Analytics

See your whole practice clearly, then export it.

  • Workload, productivity and client activity
  • Practice analytics dashboards
  • Office wallboard view
  • Export anytime

Client Portal

A simple, secure window for your clients — always free.

  • Clients upload and view documents securely
  • Progress visible without phone calls
  • No training needed
  • Portal users never consume paid seats

Run the firm itself

Control, people and billing.

Everything the partners and the office need behind the scenes.

Team, Roles & Control

The right access for everyone, with proof.

  • Role-based access and permissions
  • Append-only audit log of changes
  • Multi-branch support
  • DPDP-aligned data privacy controls

People Operations

Run the firm itself, not just client work.

  • Attendance, leaves and holidays
  • Payroll and performance
  • Expenses and reimbursements
  • Cost rates per team member

Customer Billing

Early access

Bill clients from the same workspace.

  • Customer invoices and quotes
  • Payments and receipts
  • Credit and debit notes
  • Recurring invoices

Built for your profession

Your practice pack adds the depth you need.

Choose your profession during setup and the workspace speaks your language. Profession suites are rolling out as early access — enabled for pilot firms on request.

Chartered Accountants

Early access

ICAI practice depth on top of the core.

  • UDIN tracking and peer review
  • Audit toolkit and audit rotation
  • Tax audit (3CB-3CD) working papers
  • GST, TDS and income-tax suites
  • CPE hours tracking (120/3y)

Company Secretaries

Early access

ICSI secretarial practice, structured.

  • ROC suite with MGT-7 / AOC-4 prep
  • Statutory registers
  • Secretarial audit (SS-1 / SS-2)
  • Board meeting management
  • ICSI CPE tracking (15/y)

Cost Accountants

Early access

ICMAI cost practice, end to end.

  • Cost audit suite
  • CRA forms
  • Cost element library
  • GST and TDS suites
  • ICMAI CEP tracking (15/y)

Accountants & Bookkeepers

Early access

Client books and returns without the chaos.

  • GST suite with GSTR-2B reconciliation
  • E-invoice (IRP) support
  • TDS and ITR utilities
  • DSC expiry tracking
  • Notices management

Law Firms & Advocates

Early access

Matters, hearings and limitation dates under control.

  • Matters, cases and litigation tracking
  • Hearing dates and limitation deadlines
  • Notices management
  • Conflict checks
  • Case documents in one vault

Consultants & Service Teams

The full core, in your own language.

  • Engagements and milestones
  • Tasks, documents and time
  • Client portal for deliverables
  • Reporting across every project

Practice-wide tools

The toolkit that keeps getting sharper.

Early-access tools that roll out to every pack.

Automation & Playbooks

Early access

Let the system handle the repetition.

  • Playbooks for standard engagements
  • Workflow automation rules
  • Form library

AI Assistant

Early access

Drafting and answers, with you in control.

  • AI copilot inside the workspace
  • Knowledge base for the firm
  • Calculators for quick working

Compliance Intelligence

Early access

Stay current without reading every circular.

  • Tax updates feed
  • Compliance master calendar
  • Notices and conflict checks
  • DSC and CPE tracking

See it on your own practice

Free to start. No card required. Set up in minutes.

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Early-access features are enabled per firm during the pilot programme and may change before general availability.