A statutory deadline slips through a spreadsheet and a client gets a notice.
A live compliance calendar tracks every client's GST, ITR, TDS and ROC due dates, with escalating reminders so nothing is filed late.
Practice management for accountants
Never miss a filing — run the whole practice from one workspace.
Track every client's GST, ITR and TDS deadlines, assign and review work, keep documents in a secure vault, and bill recurring retainers without chasing spreadsheets.
14-day free trial · no card · no sales call
0
missed statutory deadlines
30%
more billable realisation
1
vault for every client doc
100%
work visible to partners
The problems we remove
Built around how a ca / accounting firm actually runs.
Work is scattered across staff and you can't see what's pending or stuck.
Every engagement is a tracked task with assignee, status, checklist and reviewer, giving partners a real-time view of the whole pipeline.
Client documents arrive over email and WhatsApp and are impossible to find later.
A per-client document vault stores returns, challans and supporting files with versioning and quick search at audit time.
Retainers and out-of-scope work are under-billed because nobody tracks effort.
Recurring retainer invoices and time-logged extra work bill automatically, so realisation stops leaking.
Everything in one place
Made for ca & accounting firms.
Client master & contacts
One record per client with GSTIN, PAN, entity type, logins and the services you handle.
Compliance calendar
GST, ITR, TDS and ROC due dates per client with escalating reminders before each deadline.
Work & task management
Assign engagements with checklists, status, reviewer and turnaround timers across the team.
Secure document vault
Per-client storage for returns, challans and workings with versioning and fast search.
Recurring & retainer billing
Auto-raise monthly or annual retainer invoices and capture out-of-scope work.
GST & tax workpapers
Built-in GST, TDS and income-tax engines turn client data into filing-ready workings.
Staff productivity
See effort, utilisation and on-time-filing rate per staff member and per service line.
Client portal & reminders
Clients upload documents and approve drafts; reminders nudge them for what's pending.
Partner dashboard
Pending filings, overdue work, billing realisation and receivables in one view.
A day in the life
From first order to closing the books.
- 1
Onboard the client
Create the client master with GSTIN, PAN and the services you'll deliver.
- 2
Plan compliance
Their GST, ITR, TDS and ROC due dates populate the calendar with reminders.
- 3
Assign the work
Raise tasks with checklists and reviewers and route them to staff.
- 4
Collect & prepare
Documents land in the vault; tax engines turn them into filing-ready workings.
- 5
Review & file
A reviewer signs off, the return is filed and the proof is stored against the client.
- 6
Bill the retainer
Recurring invoices and extra work bill automatically and post to receivables.
“Every client's deadlines, documents and billing sit in one place — we stopped filing late and stopped under-billing retainers.”
Managing Partner · Mid-size CA firm
Questions, answered.
Does it track GST, ITR and TDS deadlines per client?
Yes — a live compliance calendar tracks GST, ITR, TDS and ROC due dates for every client with escalating reminders so nothing is filed late.
Can I assign and review work across my team?
Each engagement is a tracked task with assignee, checklist, status and reviewer, so partners see the whole pipeline in real time.
Where are client documents stored?
A per-client document vault holds returns, challans and workings with versioning and fast search, ready at audit time.
Does it handle recurring retainer billing?
Monthly and annual retainer invoices raise automatically, and out-of-scope work is captured so realisation doesn't leak.
Related industries