CA / Accounting Firm · FAQ
CA / Accounting Firm software, 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.
Are the tax computations built in?
Built-in GST, TDS and income-tax engines turn client data into filing-ready workpapers.
Can clients upload documents themselves?
Yes — a client portal lets them upload documents and approve drafts, with reminders for whatever is still pending.
Can I see how productive each staff member is?
Effort, utilisation and on-time-filing rate are tracked per staff member and per service line.
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