Powerful features for modern CA firms
Everything you need to manage compliance, communicate with clients, and grow your practice — in one beautiful platform.
Compliance Automation
Auto Deadline Tracking
18 built-in Indian compliance rules. GST, ITR, TDS, ROC — all due dates auto-calculated.
WhatsApp Reminders
Automated 7-day, 3-day, and 1-day reminders via WhatsApp BSP integration.
Task Management
Assign tasks to staff, track progress, mark completions. Full audit trail.
Bulk Task Generation
Generate compliance tasks for all clients with one click on the 1st of every month.
Client & Document Management
Client Database
Store PAN, GSTIN, contact details. Filter by type, status, compliance category.
Secure Documents
AWS S3 storage with presigned URLs. Upload ITR, GST, TDS documents per client.
Smart Search
Find clients by name, PAN, or GSTIN instantly. Full-text search across all records.
Data Encryption
PAN encrypted at rest. Row-Level Security ensures tenant isolation.
Analytics & Communication
Revenue Dashboard
Track MRR, ARR, payment history. Razorpay integration for seamless billing.
WhatsApp Panel
Send templates, track delivery status, manage communication history.
SEO & Blog
Built-in blog system with SEO optimization. Drive organic traffic to your firm.
Mobile-First Design
Fully responsive dashboard. Manage compliance from any device, anywhere.
Ready to streamline your CA practice?
Automate compliance, delight clients with WhatsApp reminders, and grow your practice with data-driven insights.