Coming soon. We are finishing prices, contact details and policies. Booking and sign-up open shortly.
DownloadsSign in Book a walkthrough
THE PLATFORM

Everything a CA firm does, on one client record.

Fourteen desks, one set of books, one copy of the portal data. A PAN entered once reaches the GST return, the TDS working, the tax audit, the CMA report and the client's document vault.

01

Data entry

Bills, bank statements and spreadsheets read for you. Arithmetic must close before anything posts.

Bill scanner: accounting and inventory bills, rate-wise ledgers, charge lines, totals printed in footers
E-invoice QR read instantly — the IRN data straight from the bill
Multi-bill PDFs split at bill boundaries, with review
Bank scanner for any bank's format: receipts, payments, contras, journals
Party matching that remembers your decisions; inter-bank transfers detected
Excel import for sales, purchases, returns, journals, receipts, payments, contras, credit and debit notes
Duplicate risk checks before a bill reaches Tally
Photograph bills from the phone; clients send through their app or WhatsApp
02

Tally, natively

Into your company, not a copy you reconcile later. Every posting confirmed by reading it back.

Connector on the Tally PC; the right company chosen and verified before each post
Exact-once posting: five independent layers between you and a duplicate
Ledgers, groups and stock items proposed with their match basis — never created silently
Corrections and rollbacks with a recorded reason
Daybook intelligence and ledger scrutiny across the full year
Trial balance, comparative TB, cash and bank book, ledger statements
Receivables and payables ageing from Tally's own bill references
Ledger migration and chart-of-accounts governance between years
03

GST desk

Returns built from the books, reconciled to what the portal holds, invoice by invoice.

GSTR-1 and GSTR-3B workings from Tally, with HSN and party-wise summaries
GSTR-2B matched to purchase vouchers across months, one to one
ITC risk: not in 2B, claimed early or late, blocked under s.17(5), rule 37A
DRC-01C reply schedule: the excess split into explained and payable
Vendor compliance and follow-up lists with the tax at stake
Credit and debit note imports; corrections tracked to the return
Annual return workings and a filing pack with readiness checks
Portal returns stored in a GST vault and matched to the books
E-invoice (IRN) generationComing
E-way bill generationComing
04

TDS & TCS

Deductee by deductee, on law tables that change with the financial year.

Section engines: 194C, 194J, 194H, 194I, 194Q, 194R, 194T, 194A, 194D and more
Thresholds and rates by financial year, including the Income-tax Act, 2025 tables
No-PAN rate, lower-deduction certificates, transporter declarations
Challans applied to deductions; interest under s.201(1A) and late fees
40(a)(ia) disallowance worked out before the return due date passes
Quarterly returns, corrections, the Q4 salary annexure and Form 16 — the TDS returns page →
05

Income tax

From the portal and the books to the return, head by head.

26AS, AIS and TIS downloaded and reconciled to the books
Computation across salary, house property, business, capital gains and other sources
Form 16 read; set-off and carry-forward of losses
Income-tax depreciation by block, separate from the books
CPC-style checks before filing, to catch 143(1)(a) adjustments
Return files with a filing pack and a tracker across clients
06

Tax audit

Form 3CD today, Form 26 for tax year 2026-27, clause by clause with evidence.

The full tax audit page →
40A(3) and 40A(3A) cash payments with rule 6DD exceptions
43B(h) MSME dues with ageing against the 15 and 45-day limits
Clause 31 loans, deposits and repayments in cash
Clause 44 GST expenditure split from supplier registration status
Clause 35 quantitative details, clause 40 ratios, clauses 41–42
Reconciliations feeding 16(d), 21(b) and 34(a)(b)(c)
Client query list, annexures and a final review before upload
Form 26 answer sheet, schedules and statement due dates
07

Statutory audit

An audit file written as the work happens, and locked when it is done.

Materiality: overall, performance and clearly trivial, with the rationale
Risk register with the SA 240 presumed risks; rebuttals need approval
SA 530 sampling: monetary-unit and attribute, seeded so it can be re-run
Opening balances, communications with those charged with governance, deficiencies
Working papers prepared and reviewed by different people
Data analysis: voucher scrutiny, fraud checks, duplicate ledgers, related parties
Evidence and client clarifications attached to the finding they answer
Locked as a numbered, hashed revision; reopened only with a reason
08

Financial statements

Schedule III and ICAI formats from the trial balance, with notes that tie.

Applicability decided first: which standards and formats the entity follows
Ledger mapping to statement lines, with custom lines and adjustments
Notes, comparatives and fixed-asset schedules
Statement preview and export for signing
09

CMA & project report

Bank-ready reports where every projected figure traces to its assumption.

Projections from actuals, with assumptions recorded
CMA annexures, derived schedules and deferred tax
Ratio analysis and DSCR ladders
Snapshots and provenance: which figure came from where
10

Contractors

Built in a practice that serves construction and infrastructure contractors.

Contractor certificates read and accounted in the client's books
TDS cut by government departments matched to receipts through 26AS
11

Billing & inventory

For clients who bill from the counter or the phone, posting straight to their books.

Billing with repeat bills, posted through the same exact-once outbox
Mobile inventory, stock items and units kept in step with Tally
12

Documents & clients

Stop chasing documents on WhatsApp. Each client gets an app that carries your name.

Client master: registrations, KYC, addresses, digital signatures and their expiry
Document vault per client; requests that file themselves when answered
Branded client app on Android and the web; messaging and calls without sharing numbers
WhatsApp intake routed to the right client
Nothing reaches a client until you share it; working papers stay private
13

Office

The practice itself: people, time, work and money.

Staff profiles and geofenced attendance from the staff app
Task boards, assignments and timesheets per client
Firm billing and collections
Payroll
Internal messaging, voice and video calls
Approval workflows for sensitive changes
14

Controls

Built like an audit file, because it is one.

Security in detail →
Each firm's records isolated on the server, not only hidden in the screen
Hash-chained audit trail: tampering shows
Versioned, immutable master records
Second-person approval for sensitive changes

See it on one of your own clients.

Book a 30-minute walkthrough