Smart routing
Requests reach the right department's partner automatically.
Features
Everything a CA firm runs on, in one place.
Clients, work, deadlines, invoices, documents and people — connected, so the trail from request to payment is never broken.
Core modules
Start with the module that hurts most.
Client management
One record per client: entity type, PAN, GSTIN, TAN, CIN, documents, requests and deadlines.
ExploreBilling & GST invoices
Invoices with SAC, place of supply and the right CGST/SGST/IGST split, numbered per financial year.
ExploreGST compliance
GSTR-1, 3B, 9, 9C and CMP-08 tracked per client and period, with reminders.
ExploreIncome tax & ITR
ITR, advance tax, tax audit and TDS deadlines, with documents collected through the portal.
ExploreTeam management
Departments, teams and five internal role levels, with partner review built in.
ExploreClient portal
Clients request services, upload files and track progress themselves.
Explore
Workflow
One trail from request to invoice.
- 01Client
Requests a service
From the client portal: pick a service from your catalogue and upload documents.
- 02System
Routes it
The request goes to the right department and its partner automatically.
- 03Partner
Assigns
The partner sees team workload and assigns the work to staff or an article.
- 04Staff
Completes & submits
Work is done against the request, then submitted for partner review.
- 05Partner
Approves & bills
On approval, a GST invoice is raised for the request.
Also included
The details that save the evenings.
Recurring services
Monthly and annual services re-create the next request on their own.
Service catalogue
Your services with standard, urgent and super-urgent pricing and SAC codes.
Versioned documents
Every upload keeps its history; nothing is overwritten.
Malware scanning
Uploads stay in quarantine and can't be downloaded until a scan marks them clean.
Email & WhatsApp alerts
Notifications by email, with WhatsApp delivery available when configured.
Analytics & export
Staff, department and revenue analytics, exportable to Excel.
Audit trails
Invoices, documents and account changes keep an event history.
Firm isolation
Each firm's data is scoped to that firm on every request.
AI assistant
Drafts from AI. Decisions from you.
Built on Google Gemini. Use it for compliance questions, a client risk score, filing suggestions for the next 30 days, and reminder drafts. Treat every output as a draft for a qualified professional to verify.
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