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India · For CA firms

Done-for-you digital transformation for CA firms and accounting practices in India. Client documents collected, bank statements and bills turned into draft Tally entries, and due dates tracked, with your team reviewing everything.

Works with the tools you already use

We connect to the software you run today. Where nothing fits, we build the software you need.

  • Tally
  • Busy
  • Zoho Books
  • Excel
  • Microsoft 365
  • Google Workspace
  • WhatsApp Business
  • Xero
  • QuickBooks
  • Zoho
  • Salesforce
  • HubSpot
  • Slack
  • Notion
  • Stripe
  • Shopify
  • SAP
  • Oracle NetSuite
  • Odoo
  • Power BI
  • Zapier

The problems we solve

Sound familiar?

  • Clients send bills, bank statements, and Form 16 on WhatsApp in pieces, and someone has to sort them
  • Staff key vouchers into Tally by hand from PDFs and photos
  • GST, TDS, and ITR due dates are tracked across spreadsheets and individual memory
  • Every filing season, articles and seniors spend days on reminder calls
  • The same client questions about status and documents arrive every week
  • Review depends on one or two partners, so work waits for their time

Done-for-you packages

Pick the problem. We build the fix.

Every package starts with a short scoping call, so what we build fits how your business actually runs. Pricing is quoted after scoping.

Package 01

Client Document Collection

Document requests sent on WhatsApp and email, chased until everything is in, and filed under the right client and period.

  • Checklists per client type, for example GST, TDS, or ITR clients
  • Reminders on WhatsApp and email until the set is complete
  • Files named and stored by client, month, and year
  • A view showing which clients are still outstanding
Package 02

Tally Entry Drafting

Bills, invoices, and bank statements read and turned into draft Tally entries, with exceptions flagged for your team.

  • Extraction from PDFs, photos, and bank statements
  • Suggested ledgers and voucher drafts for Tally
  • Nothing posted until a person on your team checks it
  • A short review guide for your staff
Package 03

Due Date Desk

A calendar of client due dates for GST, TDS, and ITR work, with reminders to your team and your clients.

  • Due dates entered per client, as your team sets them
  • Reminders to the staff who own each filing
  • Client reminders drafted for your approval
  • A weekly status view for partners

How it works

Done for you, in five steps.

You explain how the business runs once. We do the building, connecting, and running.

  1. 01

    Scope

    A short discovery of how work actually flows today

  2. 02

    Prioritise

    The two or three uses with the clearest return

  3. 03

    Build

    Done for you, connected to the tools you already have

  4. 04

    Launch

    With your team trained and a human in the loop

  5. 05

    Support (optional)

    Monitored and improved after launch, on a monthly plan

Frequently asked

Does it file GST returns, TDS returns, or ITR?

No. It collects, drafts, and reminds. Your CAs and staff review, decide, and file. Responsibility for every filing stays with your firm.

We run on Tally and Excel. Do we need new software?

No. We start from Tally and the tools you already use, and connect to them.

What about client confidentiality?

Data handling is agreed before anything is built: where it flows, who can see it, and which tools are allowed. Nothing goes into a tool we have not reviewed.

Should we do this before filing season?

That is usually the best time to finish. The scoping step gives you a timeline, so you can plan the build around your busy months.

Start with a short scoping call. We will tell you which package fits. If software or AI is not the answer to your problem then we will tell you what is.

A few lines is plenty.

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