Clients, work allocation, deadlines, service requirements, fees and GST invoicing — with role-based access for your whole team. Register your firm in 30 seconds.
From the first client call to the final paid invoice.
Full client records with categories, portal credentials, GSTIN and billing details.
Assign work to staff, set priorities & due dates, track status to completion.
Two-level task tree (GST, Audit, TDS…) tracked per client, convertible to work.
Generate professional invoices with optional CGST/SGST/IGST and print to PDF.
Track billed vs received, pending dues, and a dedicated recovery-agent view.
Owner, Manager, Staff & Recovery Agent — each sees exactly what they should.
Start free. Upgrade when your firm grows. Prices per year, exclusive of GST.
For solo CAs getting started
Proprietor / small office
Growing firms
Multi-partner practices
Every new firm starts on a 14-day Professional trial — no card required.
Sign up as the admin — your firm gets its own private, isolated workspace.
Invite managers, staff and recovery agents with the right permissions.
Add clients, allocate work, raise invoices — all from one dashboard.