Manage Clients, Teams, Tasks & Operations From One Platform
The complete operating system for modern accountancy firms. Automate compliance, centralize documents, and track team performance in a single, high-fidelity dashboard.
Built For Every Stakeholder
One platform connecting administrators, accountants, team members, and clients through a structured workflow.
Admin Workspace
Responsible for overall firm operations.
Designed Around Real Bottlenecks
We replace chaotic processes with structured operational pipelines.
Common Challenges
Scattered Documents
Files lost in WhatsApp, Email, and physical drawers causing compliance delays.
Manual Tracking
Relying on Excel sheets that are never updated and lack real-time visibility.
How The Platform Solves It
Organized Digital Records
Cloud-native storage linked directly to client profiles for instant retrieval.
Full Operational Visibility
Dashboards showing workload, deadlines, and staff performance in real-time.
Core Modules
Specially engineered functions to organize and scale chartered accountant practices.
Client Management
Maintain a digital vault for every client. Track registrations, PAN/TAN details, and communication history in one click.
Active Registry Preview
Task & Workflow Management
Move away from spreadsheets to a dynamic task board designed for auditing pipelines and compliance cycles.
99% Efficiency
Auto-recurring tasks for monthly filings.
Zero Lapses
Escalation alerts for overdue reviews.
Filing Completion Rate
Designed Around Real Firm Operations
A seamless flow from the first handshake to the final audit report.
Onboarding
Digital KYC & Agreement Sign
Collection
Automated Doc Requests
Assignment
Workflow Routing to Team
Execution
Calculations & Filing
Review
Senior CA Quality Audit
Reporting
Insightful Dashboards
Transparent, Predictable Pricing
Select the plan that fits your practice. All plans start with a 14-day free trial.
For solo practitioners and small firms just getting started.
- Up to 25 clients
- 1 Senior CA account
- 3 Junior accounts
- Compliance Calendar
- Document Upload
- AI Daily Briefing
- Leads CRM
- OCR / Auto-extract
For growing firms managing up to 50 clients with a team.
- Up to 50 clients
- 2 Senior CA accounts
- 10 Junior accounts
- Compliance Calendar
- Document Upload + OCR
- AI Daily Briefing
- Leads CRM (MCA data)
- Regulatory Updates AI
For large firms managing 50+ clients, CA networks, and multi-branch operations.
- Unlimited clients
- Unlimited team members
- All Professional features
- Custom integrations (Tally, QBO)
- Dedicated account manager
- Priority 24/7 support
- SLA guarantee
- Custom onboarding
Frequently Asked Questions
Everything you need to know about setting up and running your CA workspace.
Yes, the platform supports collaborative workspaces where multiple team members can be assigned to a single client with specific role-based permissions.
Admins and CAs can assign tasks to team members, set deadlines, and track progress through real-time Kanban boards and status updates.
Yes, clients have a dedicated portal where they can securely upload requested documents, which are then automatically linked to their client profile.
The platform includes a comprehensive HR module for tracking team attendance, managing leave requests, and monitoring overall firm productivity.
Client records are centralized in a digital vault, organized by registration details, document types, and a historical timeline of all firm interactions.