01
Client Management
Keep client profiles, contact details and relevant engagement information organized in a centralized workspace.
Explore client management →
ONE PLATFORM. COMPLETE CONTROL.
Everything Your CA Firm Needs, All in One Place.
Simplify compliance, organize client information, manage your team's work and automate repetitive processes with one unified practice management platform.
✓ Organized workflows
✓ Deadline visibility
✓ Centralized information
WORKSPACE OVERVIEW
Today⌄
Your Practice at a Glance
Total Clients
248
Client directory
Upcoming Tasks
18
View task list →
Due Dates
12
Review schedule
Upcoming Activities
View all →
GST return review
ABC Traders
In progress
Collect client documents
Sunrise Enterprises
Pending
Review assigned work
Internal team
Scheduled
✓
Stay organized
Work in one place
One WorkspaceBring work together
Better VisibilityTrack work and deadlines
Less Manual WorkStreamline routine processes
EXPLORE FEATURES
Tools to Run Your Practice with Confidence.
Find the tools you need to organize daily operations, serve clients and manage compliance activities.
02
Compliance Tracking
Organize filing schedules, assign responsibilities and monitor upcoming compliance deadlines.
Explore compliance →
03
Task & Workflow Management
Assign work, set due dates, monitor progress and make team responsibilities easier to follow.
Explore workflows →
04
Document Management
Keep important client files and supporting records structured and easier to retrieve.
Explore documents →
05
Reminders & Notifications
Support timely follow-ups with configurable reminders and notification workflows.
Explore reminders →
06
Notice Management
Record notice details, organize supporting documents and track follow-up activities.
Explore notices →
07
Billing & Invoicing
Organize service invoices, fee records and payment follow-ups in your practice workflow.
Explore billing →
08
Team Collaboration
Coordinate assignments and give team members a clearer view of their work and responsibilities.
Explore team tools →
09
Reports & Overview
Bring operational information together to help you review workload, activity and pending work.
Explore reports →⌕
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Showing 9 features
Compliance Overview
Schedule
Upcoming activities12
Assigned tasks08
GST filing reviewABC Traders
ReviewTDS documentationSunrise Enterprises
PendingClient follow-upVerma Associates
PlannedIllustrative preview
COMPLIANCE WORKSPACE
Keep Every Important Deadline in View.
Plan recurring work, organize responsibilities and get a clearer picture of what needs attention across your client portfolio.
- ✓ Organize compliance activities by client
- ✓ Track assigned tasks and their status
- ✓ Review upcoming deadlines in one place
- ✓ Keep supporting records organized
TEAM PRODUCTIVITY
Give Your Team Clarity and Control.
Help your team understand what needs to be done, who is responsible and which tasks require follow-up.
- ✓ Assign tasks to team members
- ✓ Set priorities and due dates
- ✓ Review work progress
- ✓ Organize internal workflows
Team Task BoardAll assignments⌄
TO DO 2
CLIENT WORKCollect documentsABC Traders
AS
REVIEWCheck recordsVerma Associates
RK
IN PROGRESS 1
COMPLIANCEPrepare filingSunrise Enterprises
SM
Illustrative preview
WORKFLOW EXAMPLE
A More Consistent Follow-up Process
1
Activity approachingA tracked task reaches its reminder date
2
Reminder is preparedApply your configured notification workflow
3
Follow-up is recordedReview the next action and status
Conceptual workflow; actual automation depends on configuration and integrations.
SMARTER WORKFLOWS
Spend Less Time on Repetitive Follow-ups.
Build a more organized process for reminders and routine communication, subject to the integrations enabled in your account.
- ✓ Organize reminder schedules
- ✓ Prepare recurring follow-up workflows
- ✓ Keep communication linked to client work
- ✓ Reduce dependence on manual tracking
DOCUMENTS & RECORDS
Keep Client Information Easy to Find.
Bring documents and relevant records into a more structured workflow, making routine retrieval and follow-ups easier.
Organized recordsGroup documents by client and purpose.
Convenient accessFind the information needed for a task.
Clearer follow-upsIdentify outstanding documentation.
MORE PRACTICE TOOLS
One Organized Workflow from Start to Finish.
Notice Management
Record notices, supporting documents and required follow-up activities.
Billing & Invoicing
Organize invoices, professional fees and payment follow-ups.
Reports & Insights
Review available activity and workload information in one place.
YOUR PRACTICE, BETTER ORGANIZED
Ready to Simplify Your CA Practice?
Explore a more organized way to manage clients, tasks and compliance activities.