How do I get started?
Start a 14-day trial without a card. Onboarding asks for your primary CA, CS, CMA, Accountant, Lawyer or Generic pack, lets you add other packs, and guides you through team, client and first-engagement setup.
HELP CENTRE
Clear answers before you start
Can I import my client list?
Yes. The client CSV import maps columns, validates rows and shows problems before records are saved.
Can a multidisciplinary firm use more than one pack?
Yes. Every firm selects one primary pack and may enable additional packs. Navigation and dashboards then show only released modules relevant to that firm and user.
How does the trial work?
The trial lasts 14 days and does not require a card. It includes all released Practice modules; pilot-only and deferred modules remain hidden. After expiry, the firm is read-only while billing, account management and export remain available.
What does Practice cost?
Practice costs ₹99 per internal user per month or ₹1,000 per internal user per year, before GST. Client portal users are free. Each paid seat adds 1 GB to the firm’s pooled storage.
Which recurring payment methods are supported?
Recurring subscriptions currently use supported credit and debit cards through Razorpay. We will list UPI, net banking or another method for auto-renewal only after it passes live-account testing.
Can I reduce seats or cancel?
Seat increases are immediate. Decreases take effect at renewal and cannot go below active users plus pending invitations. Cancellation is effective at period end and never deletes firm data.
Where is data processed?
The primary production region is India. Current subprocessors and processing locations are disclosed in the privacy documentation. Independent recovery copies use a separately controlled encrypted object store.
How are documents protected?
Document storage is private. Downloads require tenant-scoped authorization and use short-lived signed access. Documents are independently replicated and checked by checksum as part of the release recovery controls.
Can I export all firm data?
Yes. An administrator can request a tenant export containing database records, original documents, a manifest and SHA-256 checksums. The authenticated download expires after seven days.
Which modules are included?
Every firm gets the common core: Dashboard, Clients, Engagements, Tasks, Documents, Calendar, Time, Inbox, Reports, Client Portal, Team and Settings. Released pack modules are included in Practice; beta modules require pilot access.
Can clients upload documents?
Yes. Client portal users can respond to document requests and upload files directly to their firm. Portal writes follow the firm’s subscription state and pooled storage quota.