Frequently asked questions

Questions, answered

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Getting started
Setup is six short steps, in the same order as your Masters menu: check your firm details, look over the preset roles, invite your team, confirm the compliance pack, set your preferences, then bring in your clients — and the current period’s tasks generate. We verify your practice before the firm is activated, and your progress saves as you go.
No. If you can fill an Excel sheet, you can onboard. Import templates are self-documenting, and Growi (our assistant) plus the Help Center guide you through each step.
Absolutely — a solo CA gets the same deadline calendar and self-assignment, and can say “I run solo” during setup to skip the team step. The product deliberately stays simple for a small office and grows with a larger one.
Compliance & tasks
The CA pack ships with 30–50 statutory tasks across GST, TDS/TCS, income tax, advance tax, ROC/MCA, PF/ESI and professional tax. You can edit, disable, or add your own recurring definitions.
GST tasks generate per GSTIN, so a client registered in several states gets a separate set for each registration, each with the correct due date.
A partner edits the due-date rule on that template, and the next period generates on the new date with the internal target the same number of days ahead of it. Tasks already open keep their dates and their trail, so nothing is rewritten behind you.
Pricing & billing
Firms with up to 25 clients are free forever — every feature, no card, not an intro rate. Once you go past 25 clients, your first 3 months from that day are free too, and after that it is one flat monthly fee set by client count, never per seat. Billed in INR by bank transfer or UPI, plus GST — no card, no mandate.
Yes, anytime — team logins are unlimited and free on every plan, so adding or removing staff never changes your bill. Partners manage the subscription from the Billing screen.
Every band includes storage for your firm’s documents; the figure for each band and the price of more are on the Pricing page, and your Billing screen shows what you have used. If you reach the allowance, new uploads stop until there is room — nothing already stored is deleted, hidden or locked, and downloads always work.
Write to support and we close the workspace — no notice period, no closing fee. A paid band is billed after each month it covers, so a month already used stays payable and nothing is billed after that. Ask and we hand back a full copy of your data before it is deleted. See the Terms of Service.
Security & data
Each firm is a fully isolated tenant. Portal credentials and Aadhaar are encrypted, masked by default, and every reveal is audit-logged. We’re aligned with the DPDP Act 2023 — details on Trust & Security.
Always. Ask us and we hand back a full copy of your firm's records — clients, tasks, trails, registers — and on account closure it is returned or deleted. It is a right, not a favour.
Clients get a scoped login to see their own status and share documents. Employees receive documents like Form 16 through a private, verified link — no persistent logins for you to administer.
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