Everything you need to
run your practice
A comprehensive suite of tools designed specifically for CA, CS, and CMA practices. From compliance tracking to HR management, we've got you covered.
Core Platform
The foundation of your practice
Essential tools for managing your daily operations, from task tracking to client relationships.
Dashboard Analytics
Real-time metrics and insights with revenue tracking, task overview, and team performance at a glance.
Work Board
Kanban-style task management with drag-and-drop, multiple views, and real-time collaboration.
Client Management
Complete client database with KYC documents, billing history, and communication logs.
Team Management
Manage your team with workload visualization, user profiles, and performance tracking.
Compliance Trackers
Never miss a deadline
Excel-like grids for all your statutory filings with automated reminders and bulk operations.
GSTR Tracker
Track GSTR-1, GSTR-3B, and other GST returns with automated deadline reminders.
ITR Tracker
Manage income tax returns for all client types with filing status and acknowledgment tracking.
ROC Tracker
Track annual filings like AOC-4, MGT-7, and other company compliance requirements.
TDS Tracker
Comprehensive TDS management with quarterly returns, calculator, and certificate generation.
KYC Tracker
Track client KYC compliance with document expiry alerts and verification status.
ADT-1 & DPT-3
Specialized trackers for auditor appointment forms and deposit return filings.
Statutory Calendar
Comprehensive compliance calendar with all statutory deadlines and client-specific filtering.
Finance & Billing
Streamline your revenue
Complete billing system with GST-compliant invoicing, ledgers, and receivables management.
GST-Compliant Invoicing
Generate professional invoices with multiple templates, auto-calculations, and payment tracking.
Client Ledgers
Complete financial history with running balances and transaction tracking for each client.
Receivables Management
Track outstanding dues, send payment reminders, and manage collections efficiently.
Payment Receipts
Auto-generate receipts for payments with professional formatting and email delivery.
HR & Payroll
Manage your team efficiently
Complete HR management system with attendance, leaves, salary, and payroll processing.
Attendance Tracking
Track daily attendance with check-in/out times, work hours calculation, and reports.
Leave Management
Complete leave management with application, approval workflow, and balance tracking.
Salary Management
Manage employee salaries with components, deductions, and revision history.
Payroll Processing
Process monthly payroll with automatic calculations, slip generation, and statutory compliance.
HR Reports
Comprehensive HR reporting including attendance, leaves, payroll summary, and statutory reports.
Automation
Work smarter, not harder
Automate repetitive tasks with email templates, recurring tasks, and smart reminders.
Email Automation
Template-based email notifications with scheduled sending and tracking.
Task Automation
Create recurring tasks, auto-assignment rules, and workflow automation.
GST Reminders
Automated GST filing reminders with customizable schedules and multi-channel delivery.
Notifications System
Real-time notifications for tasks, filings, payments, and team activities.
Client Portal
Self-service for clients
Empower your clients with a secure portal for document access, communication, and status tracking.
Document Management
Clients can upload and access documents with category organization and expiry tracking.
Secure Messaging
Two-way communication between your team and clients with notification alerts.
Deliverables Tracking
Clients can track the status of their filings and services in real-time.
Client Authentication
Secure login for clients with optional 2FA and password reset capabilities.
Security & Admin
Enterprise-grade protection
Robust security features with audit trails, role-based access, and data encryption.
Two-Factor Authentication
Secure your account with TOTP-based 2FA compatible with all authenticator apps.
Role-Based Access
Granular permissions for Admin, CA, Article Assistant, and Client roles.
Audit Logs
Complete activity logging for compliance with user attribution and timestamps.
DSC Management
Track Digital Signature Certificates with expiry alerts and usage logging.