Practice management for CA firms and tax consultants
Filing seasons bring hundreds of due dates across many clients. A single calendar and a client-wise record keep the whole team on the same page.
Problems this solves
- Due dates across GST, TDS, income tax and ROC for each client.
- Chasing clients for documents.
- No view of work done per client for billing.
- Staff using personal spreadsheets.
What you get
- Matters & cases. Litigation, contracts, tax filings and audits, each with its client, court or authority and stage.
- Hearings & deadlines. A calendar of hearings and filing dates with overdue and this-week warnings.
- Time tracking. Log hours against a matter. Unbilled time shows up ready to invoice.
- GST invoices. Invoices with 18% GST, bank details and paid status. Print or save as PDF.
- Document vault. Pleadings, agreements and returns stored privately per client and matter.
- Online intake. A public enquiry page lists your services; new enquiries land in your inbox.
Frequently asked questions
Can I track due dates per client?
Yes. Add deadlines to each matter and see overdue and this-week items on the dashboard.
Can I store client documents?
Yes. Upload returns, notices and agreements against the client or matter.
Can staff have separate logins?
Yes, with owner, manager, associate and staff roles.