Powerful features for
modern CA firms
Every tool your practice needs — from client onboarding to GST invoicing, compliance tracking to AI assistance. Built-in automation, mobile-ready, and works on any device.
Your practice at a glance
Real-time pulse of your firm
One screen to know everything — active clients, pending tasks, upcoming deadlines, and revenue trends. No digging through menus.
- Live Stats — Clients, tasks, and revenue — always current
- Deadline Alerts — Upcoming compliance with priority indicators
- Team Workload — Who's overloaded, who has capacity
- Quick Actions — Create assignments, invoices, clients in one click
Every client, every detail
All entity types, validated
Manage all 17 entity types with built-in PAN/GST validation, bulk import from Excel, and a secure credential vault for portal logins.
- 17 Entity Types — Individual, Company, LLP, Trust, HUF, and more
- PAN & GSTIN Validation — Auto-formatting and format checks
- Bulk Import — Excel/CSV wizard with smart field mapping
- Complete Profile — Key personnel, addresses, bank accounts, groups
Assign, track, deliver
Work that moves
Kanban boards, recurring auto-creation, and real-time notifications. Assignments create themselves on schedule — your team always knows what's next.
- Auto-Created — Recurring assignments generated daily — zero effort
- Smart Reminders — Overdue alerts via email, WhatsApp, and in-app
- Workflow Steps — Multi-step checklists per service type
- Real-Time Updates — WebSocket notifications the moment status changes
Configure once, run forever
Set it up once, done
43+ pre-built service templates with classifications, frequencies, and workflow steps. Customize to match exactly how your firm operates.
- 43+ Templates — Ready-made for common Indian CA services
- Custom Frequencies — Monthly, quarterly, yearly, one-time
- Workflow Config — Multi-step workflow per service type
- Due Date Logic — Statutory deadlines auto-computed from config
GST invoicing, simplified
Bill with confidence
Auto-calculated CGST/SGST/IGST, multi-entity billing with per-entity branding, PDF generation, and GSTR-1 export — all built in.
- Auto GST — CGST/SGST or IGST based on client state
- Multi-Entity — Separate branding per billing entity
- One-Click PDF — Generate and send with branded template
- GSTR-1 Export — JSON export ready for return filing
Track time, measure profitability
Know where time goes, know what pays
Optional time tracking with a weekly grid, one-click timer, and profitability analytics. Know exactly which clients and services make money — and which don't.
- Weekly Grid — Quick-log buttons and inline editing
- One-Click Timer — Start from any assignment, persists across devices
- Profitability Reports — Revenue vs cost per client and service
- Team Utilization — Billable vs non-billable — no surveillance
Attendance and leave, simplified
Track presence, manage leave
GPS-verified daily check-in, configurable leave policies, holiday calendar with restricted picks, and a team overview — all without surveillance.
- GPS Check-In — One-tap attendance with geolocation and anti-spoofing
- Leave Management — 6 leave types, auto-approve rules, carry-forward, comp-off
- Holiday Calendar — National, gazetted, and firm holidays with restricted picks
- Team Overview — Who's in, who's on leave, and consecutive attendance streaks
Never miss a deadline
Deadlines on autopilot
All statutory due dates pre-loaded. The system alerts your team before deadlines — not after. Reminders go out automatically via email and WhatsApp.
- Auto Reminders — 7, 3, and 1 day before due dates
- Multi-Channel — In-app, email, and WhatsApp alerts
- UDIN Tracking — Auto-extract from ICAI certificates, track per service
- Extensions — Record govt extensions, propagate to all clients
Stay on top of every notice
Track every response
Track government notices from Income Tax, GST, MCA, PF, and ESI. Response deadlines with overdue alerts. Link notices to assignments for follow-through.
- 5 Notice Types — Demand, Show Cause, Scrutiny, Defect, Intimation
- Due Date Tracking — Automatic overdue alerts
- Assignment Link — Create work assignment for resolution
- Document Attach — Store notice documents with the record
Track every digital signature
Never miss a renewal
Manage Digital Signature Certificates for all clients. Automated expiry reminders, custody tracking, and full issuance history — never miss a renewal.
- Expiry Alerts — Automated reminders before DSC expires
- Custody Tracking — At office, with client, or with vendor
- Full History — Issuance, vendor, class, and location details
- Bulk Import — Import existing DSC records from Excel
Client passwords, locked down
Zero-knowledge security
Store login credentials for GST portal, IT portal, MCA, TRACES, and more — encrypted at rest. Reveal on demand for authorized users only.
- AES-256 Encrypted — Passwords never stored in plain text
- One-Click Reveal — Authorized users only, permission-gated
- Portal Details — URL, username, and notes per credential
- Audit Trail — Every reveal action is logged
Filing status at a glance
Track every return, every UDIN
Visual grid showing which returns are filed, pending, late, or missed — across all clients, all service types, all periods. Plus UDIN generation tracking with 60-day deadline alerts.
- Dynamic Grid — Adapts to monthly, quarterly, or annual filings automatically
- UDIN Deadlines — 60-day countdown from filing date with urgency alerts
- Partner Tracking — See which CA partner has generated UDINs and who is pending
- Excel Export — Download complete register with column picker for peer review
Organized, secure, accessible
Cloud-first, folder-organized
Hierarchical folder structure per client, presigned secure uploads, and bulk download. Every document in one place — no more hunting through email.
- Folder Hierarchy — Per client, organized by year and type
- Secure Uploads — Presigned URLs — files go direct to cloud
- Bulk Download — ZIP with folder structure for easy sharing
- Search & Filter — Find any document across all clients
Convert, compress, merge
No third-party uploads
PDF tools processed on our servers — no third-party uploads. Convert formats, compress large files, merge multiple PDFs, or split them apart.
- Format Conversion — Word, Excel, PPT, images → PDF and back
- Smart Compression — Up to 80% smaller without visible quality loss
- Merge & Split — Combine or extract pages with drag-and-drop
- Private Processing — Files never leave your AWS region
Know where every document is
Always accounted for
Track physical and digital documents moving in and out of your office. Who gave what, when, original or copy — always accounted for.
- Custody Status — In or Out, original or copy
- Delivery Method — In Person, Courier, Post, or Email
- Follow-Up Flags — Mark documents needing action
- File Attachments — Attach scans or digital copies
WhatsApp + Email, unified
All conversations, one place
Send and receive WhatsApp messages and emails from one inbox. Templates, conversation history, and client context — all in one place.
- WhatsApp Business — Pre-approved templates via Meta API
- Gmail Integration — Branded email from your own address
- Client Context — Full conversation history per client
- Save Attachments — Email attachments → client documents
Make it yours
Professional, personal
Custom invoice templates with your logo and colors, branded email templates, WhatsApp message templates, and per-channel notification controls.
- Invoice Templates — Logo, signature, UPI QR, accent color
- Email Branding — Branded templates per notification type
- WhatsApp Templates — Pre-approved utility messages
- Notification Control — Per-type channel preferences
Know your numbers
Numbers that tell a story
Revenue trends, sales register, GST summary, and collection aging — the reports you need to understand your firm's financial health at any point.
- Revenue Dashboard — Monthly and quarterly trend charts
- GST Summary — CGST/SGST/IGST breakdown for returns
- Collection Report — Outstanding aging and top debtors
- Sales Register — Detailed invoice listing with export
Deep visibility into services
See the full picture
Drill down by service type, see status across all clients at once, and take bulk actions — create assignments or invoices for dozens of clients in one click.
- Bird's-Eye View — Every service across all clients, one screen
- Bulk Actions — Create assignments or invoices for many clients
- Filing Tracking — Track what's filed vs pending — date, reference, proof docs
- Status Pipeline — Not Created → Pending → Completed → Filed → Billed
AI that understands your practice
Your AI-powered practice companion
Three powerful AI modules built for CA firms. Summarize notices, query your data in plain English, and get instant tax compliance answers — all powered by enterprise-grade AI.
- Document AI — Summarize notices, extract deadlines, draft replies
- Firm Insights — Ask your data anything in plain English
- AI Assist — Instant help with Indian tax law and platform usage
- Enterprise Security — PAN/Aadhar never sent to AI, zero retention
Works on any device.
Manage your practice from anywhere — phone, tablet, or desktop. Every feature is fully responsive. Check client status, approve invoices, or track deadlines on the go.
- Fully responsive — tables become cards on mobile
- Touch-friendly interface with swipe navigation
- No app download needed — works in any browser
Dark mode. Light mode. Your mode.
Every user gets to choose. The entire interface adapts — colors, contrast, and readability — all optimized for your preference. Switch anytime from your profile.
- System preference detection — auto-matches your OS setting
- Synced across devices — preference saved to your account
- Reduced eye strain for late-night compliance work
It works while you sleep.
Automation built into every layer. The platform handles the repetitive work so your team can focus on what matters.
Recurring Assignments
Monthly GST, quarterly TDS, yearly ITR — assignments auto-created on schedule. Zero manual effort.
Smart Reminders
Automatic reminders for deadlines, overdue tasks, and DSC expiry. Sent daily at 8 AM — via email, WhatsApp, or in-app.
Instant Notifications
Real-time in-app notifications the moment something happens. Assignment completed? Invoice approved? Your team knows instantly.
Usage Tracking & Limits
Track storage, emails, AI credits, and document conversions. Automatic enforcement — no surprise overages.
Preference-Driven Dispatch
Configure which notifications go where — in-app, email, or WhatsApp. Per-firm settings respected automatically.
Scheduled Cleanup
Temporary files auto-deleted after 7 days. Data retention policies enforced automatically. No manual housekeeping.
Ready to see it in action?
Start your free trial today. No credit card required. Set up in under 5 minutes.