Everything your practice runs on
From the first document a client sends to the acknowledgement after filing — and the billing, notices and people around it.
Clients and work
Run every engagement the same way, and see where each one stands.
Client 360°
PAN, GSTINs, incorporation details, contacts, previous CA, team, documents, work, notices and billing on one page.
Workflows for every compliance
Income Tax, GST, TDS, ROC and more: stages, checklists and who does what, from document collection to filing.
Compliance calendar
Recurring work is created on its own for each client and each service — monthly GST, quarterly TDS, annual ITR and ROC.
Review and approval
Maker–checker built in: who prepared, who reviewed, which partner signed off — recorded on every job.
Know what needs attention
One dashboard for due dates, documents pending, reviews waiting, notices, overdue fees and expiring DSCs — updated live.
Find anything fast
Press Ctrl K and type a client, a page or an action — no hunting through menus.
Tax and compliance
The tax work itself, not just the tracking.
Tax calculator
Old vs new regime side by side, every head of income, capital gains, surcharge with marginal relief — and tax-saving suggestions.
ITR files, checked
Read Form 16, compare with the AIS, and make ITR-1 or ITR-2 files checked against the department’s official schema before upload.
Notices and litigation
Every notice with its DIN, due date, hearings and appeals; verified, told to the client, and never missed.
Letters in seconds
Engagement letters and certificates from templates, filled in from the client record, with UDIN and DSC registers.
DSC and UDIN registers
Know whose DSC expires when, and keep every UDIN against the work it belongs to.
Credentials vault
Clients’ portal logins stored encrypted; every time a password is viewed, it is recorded.
Clients, billing and accounts
Make it easy for clients to send documents and pay.
Client portal
Clients see the status of their work, upload the documents you ask for, download invoices and letters, and message you.
Automatic reminders
Reminders for pending documents, due dates and unpaid fees, sent in business hours, so nobody has to chase.
GST invoices and receipts
Invoices with the right GST, receipts with TDS deducted by clients, ledgers, and online payment through your own Razorpay account.
Your own GST return and Tally
Your firm’s GSTR-1 and GSTR-3B figures from your invoices, and export of invoices and receipts to Tally.
Your team
Everything a firm needs to run its people, too.
Roles and permissions
Partners, managers, staff, articles and viewers each see what they should — and every change is in the audit trail.
Attendance, leave and timesheets
Check-in, leave requests and approvals, monthly registers, time spent per client and expense claims.
Team chat and to-dos
Discuss a client in one place, hand out to-dos, and get notified when something needs you.
On any device
Works in the browser and installs on phones and computers like an app.