Compliance practice management for CA firms

Everything the register did — and everything it couldn't

The partner always knows. Without asking.

Tasks generate themselves

Tag a client's compliances once. Every month, quarter and year-end, the right tasks appear with correct statutory dates — per GSTIN, pre-assigned.

Review loop, built in

Staff submit; partners approve or send back with comments that stay on the record. The same mistake stops happening twice.

"Waiting on client" is visible

Every blocked task shows what you're waiting for, from whom, since when — and one action sends the client a single consolidated ask with a no-login upload link.

Credential vault

GST, income-tax, MCA and TRACES logins out of unprotected Excel. Masked by default, role-restricted, every reveal audit-logged.

Day-one bulk import

Bring 500 clients from Excel with self-documenting templates. Every row is validated first and flagged row by row — fix the file and import the whole set clean. All or nothing, never half-done.

Alerts that escalate

Assignments, rework, approaching deadlines and escalations — by email and in the app, to the person who has to act, on the rules you set once in Preferences.

How it works

From Excel to a running practice in under 30 minutes

Sign up and pick your pack. The CA compliance pack ships with a statutory template for every recurring filing an office runs — GST, TDS, ITR, ROC, PF/ESI, PT. A firm that works outside that set builds its own recurring definitions the same way — the pack is data, not code.

Import your client master. Download the template, paste from your register, upload. Row-by-row validation catches bad PANs and mismatched GSTINs before they become problems.

Invite your team. Each client gets its responsible person — the digital "this booklet belongs to Priya." Staff see only their own work.

The month runs itself. Tasks appear, work moves, you review, nothing slips. Internal target dates keep you days ahead of every government deadline.

Create your firm →

Onboarding

✓Firm created2 min

✓CA pack selected — GST, TDS, ITR, ROC1 min

✓312 clients imported from Excel12 min

✓5 staff invited3 min

Generating July tasks… 486 creatednow

0

missed statutory deadlines is the whole point

<30 min

from signup to first month's tasks generated

₹0

forever, up to 25 clients — unlimited team logins

6 months

free above 25 clients too, before any fee starts

Why not just Excel?

The register was fine. Until it wasn't.

What the firm needs	Paper register / Excel	ReturnDone
Recurring tasks each period	Typed by hand, forgotten	Generated automatically, per GSTIN
Who's sitting on what	Ask, wait, chase	Live workload per person
Review & rework record	Verbal, repeated mistakes	Comments on the task, forever
Waiting on client documents	Buried in memory	Dedicated view, aged, chaseable
Portal passwords	Plain-text Excel sheet	Encrypted vault, audit-logged
Proof of a year's service	Reconstructed at renewal	Client history report, any year, on screen

Never explain a missed deadline again.

Start with your real client list — every feature is included from day one, and your data is yours — ask and we hand back a full copy.

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