Software built for how Indian CA firms actually work
Client document management, audit workflow tracking, compliance calendars, and filing pipelines — purpose-built for chartered accountants. Be the first to know when we launch.
What CA firms deal with today
We've spoken to partners at CA firms across Chennai. These problems come up every time. Our suite is being built to fix exactly these.
Client documents scattered everywhere
Balance sheets on email, ITR files on WhatsApp, bank statements on pen drives. Retrieval during audit season takes hours.
Compliance deadlines tracked in your head
ITR, GST, TDS — each client has different due dates. A missed deadline means a penalty. Your current system is a calendar and hope.
Audit workflow tracked on Excel
Who has reviewed what, what's pending, what's signed off — it's all in a spreadsheet that only one person understands.
Constant follow-ups with clients
You spend 30 minutes a day chasing clients for documents they haven't sent. There's no structured way for them to submit.
Products in development
These are the first three products we're building for the CA / Audit domain.
Client Document Portal
Structured document collection from clients
A clean portal where clients upload exactly what you ask for — categorised, versioned, and always findable. No more email attachments.
- Request specific documents per client
- Client uploads via a simple link
- Auto-categorisation by year and type
- Audit trail of all uploads
Audit Workflow Manager
Track every audit task to completion
Assign audit tasks to team members, track review status, mark off checklists, and know exactly what's done and what's pending across all clients.
- Checklist templates per audit type
- Staff assignment and tracking
- Review and sign-off workflow
- Status dashboard across all clients
Compliance Calendar
Never miss a client deadline again
Auto-generated deadlines for each client — GST returns, TDS filings, ITR, ROC. Reminders sent automatically. You see what's due in the next 7, 30, and 90 days.
- Per-client deadline generation
- Automated email reminders
- Multi-staff assignment
- Escalation alerts on overdue tasks