Coordinate multi-client GST and TDS workpapers, reconciliation, close checklists, approvals, and audit evidence from one governed workspace.
Evaluation scope and duration are confirmed during discovery · plan limits, connectors, provider access, filing approvals, and signed terms apply
Illustrative workflow states; actual priorities depend on client count, source quality, filing calendar, and firm controls.
Client records and close tasks across systems
Tax workpaper preparation and review queues
Bank and ledger reconciliation follow-up
Configure scoped modules for client management, GST and TDS workpapers, reconciliation, close coordination, approvals, and audit evidence.
Manage configured client companies from one dashboard with company-level isolation and role-based access. Client capacity depends on the selected plan and CA Pack limits.
Prepare GSTR workpapers, 2A reconciliation, deadline alerts, and filing packets. GSTN, GSP, DSC, and submission functions require configured providers, credentials, scopes, and authorized approval.
Prepare draft Form 26Q and 24Q materials, Form 16A inputs, and 26AS reconciliation outputs. An authorized professional reviews and submits statutory filings.
Propose matches from configured bank and ledger sources, flag stale or duplicate items, and route unresolved exceptions to partners. Match quality depends on source data.
Coordinate a configurable close checklist across reconciliation, adjustments, review, sign-off, and reporting. Cycle time depends on source readiness and firm policy.
HMAC-signed audit entries and partner approval tracking provide inputs for a scoped readiness review. Their presence does not establish the applicability or sufficiency of any external assurance framework.
Onboard clients, connect approved sources, configure guardrails, and validate selected workflows before enabling actions.
Enter client identifiers and source references, validate available fields, and create a draft company profile for authorized review.
Configure supported Tally, bank, Account Aggregator, GSTN, and statutory sources. Availability depends on credentials, scopes, tenant plan, and provider APIs.
Select GST, TDS, reconciliation, and close workflows, then set thresholds and approval chains. Filing actions remain human-approved.
Run in shadow mode, evaluate outputs, and enable selected actions only within approved scopes and provider capabilities.
The current billing catalog and your signed order govern commercial terms.
Includes six CA Pack workflow areas. Enabled functions depend on plan limits, configured sources, provider capabilities, credentials, scopes, and approvals.
Evaluation availability, scope, and duration are confirmed during discovery
Current billing terms and the signed order govern pricing, usage, and scope. Connector, provider, and filing capabilities depend on approved configuration.
Listed systems represent supported integration surfaces. Availability depends on credentials, scopes, provider APIs, tenant plan, portal access, and provider approval.
Review source-linked workpapers and exceptions while partners retain ownership of filings, signatures, approvals, and professional judgment.