360° Client View
Client Master & 360° View
Maintain structured client master with services, compliance coverage, registration details, documents, and communication history in one consolidated view.
Every Feature You Need to Run Your Practice Systematically
Whether you're on Excel today or switching from another system, these features create daily visibility and predictable delivery.
600+ Workflows
Compliance Calendar
Pre-loaded with 600+ compliance workflows for every major Indian law, automatically generating tasks based on client registrations and filing frequencies.
Smart Automation
Workflow Automation
Standardize recurring work with 600+ auto-triggered compliance workflows. Tasks auto-assign based on workload, skillset, and client relationship.
Secure DMS
Document Management
Store client documents linked to specific work with version control, full-text search, and role-based access. No more searching through emails or drives.
Time Tracking
Timesheet & Productivity
Capture time spent per client and task to understand effort, improve allocation, and reduce revenue leakage with billable hours tracking.
Automated Billing
Billing & Invoicing
Use system work context to raise invoices without end-of-month scrambling. Task-to-invoice linking, multiple billing modes, and automated reminders.
100+ Reports
MIS & Analytics
100+ ready-to-use MIS reports for practice visibility and decision-making. Compliance, productivity, revenue, client, and practice health reports.
Team Allocation
Team Management
Assign work with ownership clarity. Role-based access control, workload balancing, leave management, and team performance tracking.
Communication Hub
Communication Log
Keep searchable record of key client communication. Email integration, call logs, WhatsApp conversation integration, and meeting notes storage.
iOS & Android
Mobile Apps
Dedicated Android and iOS apps for complete practice access on the go. Client info, task updates, document viewing, timesheet tracking, and push notifications.
360° Client View
Client Master & 360° View
Maintain structured client master with services, compliance coverage, registration details, documents, and communication history in one consolidated view.
600+ Workflows
Compliance Calendar
Pre-loaded with 600+ compliance workflows for every major Indian law, automatically generating tasks based on client registrations and filing frequencies.
Smart Automation
Workflow Automation
Standardize recurring work with 600+ auto-triggered compliance workflows. Tasks auto-assign based on workload, skillset, and client relationship.
Secure DMS
Document Management
Store client documents linked to specific work with version control, full-text search, and role-based access. No more searching through emails or drives.
Time Tracking
Timesheet & Productivity
Capture time spent per client and task to understand effort, improve allocation, and reduce revenue leakage with billable hours tracking.
Automated Billing
Billing & Invoicing
Use system work context to raise invoices without end-of-month scrambling. Task-to-invoice linking, multiple billing modes, and automated reminders.
100+ Reports
MIS & Analytics
100+ ready-to-use MIS reports for practice visibility and decision-making. Compliance, productivity, revenue, client, and practice health reports.
Team Allocation
Team Management
Assign work with ownership clarity. Role-based access control, workload balancing, leave management, and team performance tracking.
Communication Hub
Communication Log
Keep searchable record of key client communication. Email integration, call logs, WhatsApp conversation integration, and meeting notes storage.
iOS & Android
Mobile Apps
Dedicated Android and iOS apps for complete practice access on the go. Client info, task updates, document viewing, timesheet tracking, and push notifications.
600+
Law Mappings
100+
Reports Available
99.9%
Uptime SLA
24/7
Support Available
Ready to transform your practice?
Start your 14-day free trial today
Feature
Comprehensive Features for Modern CA Practices
Everything you need to manage your practice efficiently and professionally.
Task & Time Management
Kanban and list view task boards with drag-and-drop functionality
Time tracking and billable hours logging per task
Task templates for recurring compliance work
Priority-based task queues with deadline alerts
Staff workload balancing and capacity planning
Task delegation with approval workflows