Chartered Accountant firms · India

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Practice management for CA firms — clients, compliance, and teams

Manage clients, teams, tasks, timesheets, compliance alerts, and AI-assisted insights. Built for Indian CA firms serving clients locally and abroad.

Core modules for your CA practice (R1)

Client management

Onboard clients with PAN, GSTIN, and multi-country profiles under your tenant.

Tasks & teams

Assign audit and compliance work, track progress, and monitor budgets vs hours.

Time tracking

Weekly timesheets linked to clients and tasks for billing visibility.

AI insights (HITL)

Rule-based recommendations with human approval before any action.

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