Is there a free trial?

Yes — 14 days with two seats, no card required.

Can staff be restricted to their own work?

Yes. Roles and permissions control what each team member can see and do, including hiding billing from staff accounts.

Does it handle invoicing and receipts?

Yes — invoices, receipts, quotations, credit notes, expenses and a client ledger are all included.

Can it send reminders to clients?

Notifications support email, SMS and WhatsApp channels for renewals, dues and compliance deadlines.

Product

CA office management software for Indian practices

Most practices run on a mix of spreadsheets, WhatsApp and memory. It works until the firm has more clients than one person can hold in their head — then deadlines slip, work gets done twice, and nobody can say what is outstanding without asking around. This is the practice-management side of the platform: clients, work and money in one place.

Office Management is not live yet — launching 1 sep 2026. Everything below is a working reference in the meantime.

What it covers

Area	Includes
Work	Office dashboard, tasks, to-dos
Clients	Client master, retainers, renewals, documents
Finance	Invoices, receipts, quotations, credit notes, expenses, ledger
Office	Attendance, compliance calendar, notifications, reports
Admin	Masters, settings, subscription, team roles and permissions

Compliance calendar

Statutory due dates tracked against your client list, so renewals and filings surface before they are late rather than after. Notifications can go out over email, SMS or WhatsApp.

Team and permissions

Role-based access means articles and staff see the work assigned to them without seeing the firm's billing. Attendance and task tracking give a partner a view of what is actually moving.

Pricing that suits a small firm

Exclusive of GST. No setup cost. 14-day free trial with two seats.

Users	Per user / month (annual)	Per user / month (monthly)
1 – 5	₹59	₹69
6 – 10	₹55	₹65
11 – 30	₹49	₹59
31 – 100	₹45	₹55

Frequently asked questions

Is there a free trial?: Yes — 14 days with two seats, no card required.
Can staff be restricted to their own work?: Yes. Roles and permissions control what each team member can see and do, including hiding billing from staff accounts.
Does it handle invoicing and receipts?: Yes — invoices, receipts, quotations, credit notes, expenses and a client ledger are all included.
Can it send reminders to clients?: Notifications support email, SMS and WhatsApp channels for renewals, dues and compliance deadlines.

Put the whole office in one dashboard

14-day free trial with two seats. No setup cost.

Start free trial