FOR CHARTERED ACCOUNTANTS
Run your CA practice without the deadline panic
One workspace for your clients, GST/ITR/TDS compliance calendar, audit checklists, team roles, and deadline risk radar — so partners and articles stay in sync all year.
What slows you down today
- Juggling GSTR-1, GSTR-3B, TDS (24Q/26Q), and ITR deadlines across dozens of clients in spreadsheets — and still missing one every quarter.
- Audit documents, Form 3CD workpapers, and annexures scattered across email threads and shared drives with no version control.
- No visibility into who on the team is working on which client — assignments passed through WhatsApp, status tracked nowhere.
- No way to tell which filings are actually at risk until the deadline has already passed.
Everything you need, in one place
Statutory Compliance Calendar
Pre-loaded with GSTR-1, GSTR-3B, GSTR-9, TDS (24Q/26Q/27Q), ITR (audit & non-audit), and Advance Tax. Deadlines per client, never missed.
Audit Workflow & Checklists
Structured task lists for Form 3CD, tax audits, and concurrent audits. Move each step through draft, review, and sign-off stages with full audit trail.
Client & Document Management
Central client register with PAN, GSTIN, TAN, and Aadhaar. Secure document vault for balance sheets, ITRs, and working papers — versioned and searchable.
Team Roles & RBAC
Separate permissions for Partners, Managers, and Articles. Staff see only clients assigned to them. Full access log satisfies DPDP Act requirements.
Deadline Risk Radar
Log time against client tasks and see engagement progress in real time. Every filing scored red/amber/green so nothing catches you off guard.
Practice Reports
Client-wise pending tasks, team utilization, and workload reports — so partners have a clear view of practice health at a glance.
Built around how you actually work
- One calendar covers GST, TDS, ITR, and Advance Tax across all clients
- Audit checklists ensure nothing is skipped for Form 3CD or 3CA engagements
- RBAC keeps client data visible only to assigned team members
- Deadline Risk Radar flags what's falling behind before it's late