Manage clients, automate compliance, and never miss a deadline — from one calm, intelligent workspace.
Your whole practice, on one screen.
Good morning, CA Shah
October 2026Active clients
128
Pending data
47
Due this week
12
Filed this month
86
Sharma Family
Group · 4 clients
Mehta Traders LLP
LLP
Anita Desai
Individual
Kapoor Exports Pvt Ltd
Pvt Ltd
Filings completed · last 6 months
Illustrative sample data
The problem
Excel trackers
14 sheets, no version control
WhatsApp reminders
lost in group chats
Shared inbox
no audit trail
Local folders
documents scattered per employee
Sticky-note deadlines
nothing recurring
A missed reminder means a late fee. A misplaced document means a blocked filing. The firm's real risk isn't the compliance work itself — it's the coordination around it.
The solution
Every entity, every registration, one record.
Status workflows built for how filings actually move.
Private, permissioned, version-controlled storage.
Assign, review, escalate — with full visibility.
Automated, multi-channel, never duplicated.
Invoices, payments, and outstanding balances in view.
01 · Clients & groups
Add a client straight into a group — a family, or a company and its directors. See every member, service and balance on one page.
Sharma Family
Group · 4 members · ₹ 0 outstanding
Ramesh Sharma
Father · Individual
Sunita Sharma
Spouse · Individual
Aman Sharma
Son · Individual
Sharma Traders Pvt Ltd
Company · Director: Ramesh
Insight
Live charts built from your own clients and filings: what’s filed, what’s slipping, and where your work comes from.
Where your work comes from
Clients onboarded · last 6 months
Illustrative sample data. Hover the bars and pie slices.
GST workflow
Filed returns are never silently edited — every change after filing is captured as a new version, so the acknowledgement always matches what was actually submitted.
Built for Indian CA math
PAN and GSTIN aware, ₹ formatted the Indian way, filing calendars that follow the statutory due dates. Try the quick calculator — the platform does this kind of working for every invoice.
Intra-state supply shown (CGST + SGST). Inter-state would be IGST 18%.
One app, Android & iOS
Clients scan and upload documents with built-in edge detection. Partners review and approve filings with a fingerprint. Everyone sees the same ledger the web app shows.
Today
Sharma & Associates
Reminder engine
30, 15, 7, 3, 1 days before — then on the day, then overdue. In-app, push, email, SMS, or WhatsApp. Never duplicated, always logged.
AI assistant
AI drafts summaries, extracts dates, and suggests checklists. It never files a return, changes financial data, or sends a message without a human reviewing it first.
Security
Every query is scoped server-side. Firm A can never see Firm B.
Refresh-token rotation with reuse detection on every device.
Role-based access down to individual actions like gst.approve.
Files are stored outside the public web root, permission-checked on every download.
Pricing
For solo practitioners and small teams.
For growing firms with multiple branches.
For large firms with custom compliance needs.