Everything your firm needs
Powerful tools designed specifically for Indian CA and tax practices to manage workflow, compliance, and growth.
Client Management
Complete client profiles with PAN, GSTIN, TAN, Aadhaar. Categorize by entity type with full contact management.
Service Tracking
Track services with statuses, priorities, due dates, and financial year linking. Assign to team members effortlessly.
Time & Billing
Log hours against clients and services. Generate detailed timesheets, track expenses, and monitor team productivity.
Compliance Calendar
Never miss a deadline. Track GST, ITR, TDS, ROC, and all statutory filing deadlines in one centralized place.
Document Management
Store and organize all client documents securely. Link documents to clients, services, and reminders.
Team Collaboration
Multi-user access with role-based permissions. Assign tasks, track progress, and keep your entire team in sync.
Reports & Analytics
Gain deep insights with powerful reports on team productivity, service completion rates, and revenue tracking.
WhatsApp Integration
Send reminders and updates to clients via WhatsApp directly from the platform. Keep communication flowing seamlessly.