Feature Explorer
Dive deep into each module. Click any category below to jump directly to that section.
Client Management
Your clients, organized
A 360° view of every client relationship. All their data, documents, and history in one place.
Task & Workflow
Work that flows
From assignment to completion, track every task with smart automation and team collaboration.
Task Board
19 tasksCompliance Calendar
Never miss a deadline
Pre-loaded with every GST, ITR, TDS, and ROC deadline. Automatic reminders before its too late.
January 2026
4 upcoming deadlines
Document Vault
Secure. Organized. Accessible.
Cloud storage designed for CA firms. Version control, instant sharing, and military-grade security.
Communication Hub
Every channel, one inbox
Email, WhatsApp, SMS unified. Templates, bulk messaging, and complete delivery tracking.
GST documents have been received and verified...
When is the deadline for TDS filing?
Thank you for the quick turnaround!
Please find attached the audit report...
Client Portal
Your clients, empowered
24/7 self-service access. Branded portal where clients view documents, status, and communicate securely.
Mobile App
Your practice in your pocket
Native Android app for CA, staff, and clients. Push notifications, offline mode, biometric login.
Integrations
Connected ecosystem
Tally sync, Excel import/export, GST portal, payment gateways. Your tools, working together.
Analytics & Reports
Insights that drive growth
Real-time dashboards for productivity, revenue, and compliance. Custom reports, export anywhere.
Practice Analytics
Real-time insights
Your Data isSafe with Us
We take security seriously. Your client data is protected with industry-leading security measures and compliance standards.
Bank-Grade Encryption
256-bit SSL encryption for all data in transit and at rest.
AWS India Servers
Your data stays in India on Amazon Web Services infrastructure.
Role-Based Access
Granular permissions for partners, staff, and clients.
Daily Backups
Automatic daily backups with 30-day retention policy.
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Your Practice?
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