Powering the Modern
CA Practice
Explore the powerful modules designed specifically to streamline the day-to-day operations of Chartered Accountant firms.
Core Workflows
Everything you need to run your firm seamlessly.
AI-Powered Intelligence
Supercharge your firm with next-generation AI features built directly into your workflow.
- AI Receipt Extraction: Automatically extract data from invoices and receipts.
- Smart Categorization: Let AI categorize transactions based on historical patterns.
- Anomaly Detection: Automatically flag unusual transactions or mismatched data before filing.
- Automated Drafting: Generate standardized emails and notices with AI assistance.
User & Access Management (RBAC)
Granular control over who sees what. Ensure data security with role-based access.
- Role-Based Dashboards: Separate, dedicated views for Admins and Staff.
- Staff Management: Create, activate/deactivate, and manage staff accounts easily.
- Permissions Engine: Granular permission system for feature access control.
- Activity Tracking: Monitor staff activity and last login timestamps.
Comprehensive Client Management
A centralized hub for all your client data, documents, and important dates.
- Diverse Entity Support: Individual, HUF, Proprietorship, Partnership, LLP, Company, Trust, AOP.
- Tax & Registration Details: Store GSTIN, TAN, PF, ESIC, and Udyam numbers securely.
- DSC Expiry Tracking: Automated tracking and alerts for Digital Signature Certificates.
- Document Vault: Attach external links (Google Drive, Dropbox) directly to client profiles.
Password & Credentials Vault
Never lose a client portal password again. Stored securely and accessed easily.
- Secure Storage: Encrypted passwords and notes for various client portals.
- Built-in Mapping: Pre-configured for GST, Income Tax, TRACES, PF, ESIC, MCA, DIN.
- One-Click Access: Quickly copy credentials without viewing them directly.
- Access Logs: Track which staff member accessed which credentials.
Compliance & Deadline Management
Stay ahead of deadlines with our master compliance engine.
- Master Compliance Engine: Define standard compliances (GSTR-1, TDS-26Q).
- Dynamic Frequencies: Set due dates based on Monthly, Quarterly, or Annual cycles.
- Lifecycle Tracking: Checklists from 'Details Received' to 'Filed'.
- Filing Details: Store Acknowledgment numbers for completed filings natively.
Powerful Utilities
Extend your capabilities with built-in modules designed to optimize every corner of your practice.
Work Task Management & Workflows
Manage advisory, audit, and internal admin tasks with collaborative workflows.
- General Tasks: Track non-compliance work items efficiently.
- Task Delegation: Assign tasks with Low, Medium, or High priorities.
- Approval Workflow: Staff submit for approval; Admins can Approve or Reject with notes.
Billing & Invoicing System
Integrated invoicing that handles multiple entities and automatic tax calculation.
- Multi-Entity Support: Manage multiple internal companies and issue invoices from different entities.
- Custom Numbering: Dynamic formats (e.g., {PREFIX}-{YEAR}-{SEQ}) with auto-incrementing.
- Tax Calculation: Built-in CGST, SGST, and IGST calculation.
SOP (Standard Operating Procedure) Hub
Standardize your firm's processes and train staff efficiently.
- Knowledge Base: Upload and share procedure documents (PDFs) with the team.
- Centralized Reference: Ensure staff always have the latest guidelines for executing tasks.
- Version Control: Keep your standard procedures updated over time.
Data Import / Export & Utilities
Your data is yours. Easily move information in and out of the system.
- Bulk Imports: Specialized tools to bulk import Clients, Master data, and DSC details via CSV.
- Data Exports: Export system data for external reporting or offline backups.
- Database Backups: Dedicated admin module for managing system-wide backups.
Notifications & Analytics
Gain insights into your firm's performance and never miss an update.
- Automated Alerts: System tracks due dates and sends notifications for Tasks Due/Overdue.
- Multi-channel: In-app notifications and Email alerts.
- Admin Summaries: Automated digest emails and notifications for firm partners.
