Built for the parts of CA practice nobody else builds for
UDIN and DSC registers, GST-portal sync, physical document custody, maker-checker verification and OTP-accepted quotations — before the task lists and invoices every tool has.
Work the way a CA firm actually works: maker, checker, partner
Quote once. The client accepts online. Billing runs itself.
Enter the OTP sent to +91 98••• •3210
The rest of the practice, in the same place
Every plan includes every module. Nothing is sold as an add-on.
Scheduled reports
Reports emailed to chosen people on a daily, weekly or monthly schedule.
Dashboard and analytics
Firm-level view of work, billing and compliance, with widgets you arrange.
Retainers and renewals
Recurring engagements and every expiry — DSC, portal password, retainer — in one renewals list.
Client groups
Family and group entities managed together, billed however you like.
Expenses and ledger
Firm expenses and client ledgers beside billing, including agent reimbursements.
Communication log
Calls, messages and requests recorded against the client.
Personal to-dos
Small follow-ups beside the big filings instead of in a notebook.
Search
Find a client, task, document, invoice or GSTIN from one box.
Roles and permissions
Custom roles with a permission matrix — partners, managers, staff and articles see what they should.
Every module, by name
- services
- clients
- client groups
- tasks
- todos
- retainers
- renewals
- compliance calendar
- invoicing
- receipts
- expenses
- quotations
- ledger
- documents
- client portal
- communication
- notifications
- attendance
- dashboard
- reports
- costing
- register
- capacity planning
- analytics
- search
- settings
- subscription
- support
- onboarding
- users
From the first client to the last filing
Tell us how many people work at your firm and we’ll show you the right next step — a trial, a demo or a conversation.