01
GST Compliance
Registration, monthly returns, annual return, ITC reconciliation and notices.
Ask about this engagementAI-assisted compliance · partner-approved
TheCAfirmyourbusinessactuallydeserves
GST, income tax, audit and compliance — run on one intelligent platform with your dedicated partner.
- 480+
- Clients served
- 12
- Partners & CAs
- 99.4%
- On-time filings
Illustration of the firm workspace · live data comes from your own account
Trusted by growing businesses
Nova FoodsAster TextilesKinetic LabsMeridian RealtySeven Seas ExportsNova FoodsAster TextilesKinetic LabsMeridian RealtySeven Seas Exports
The platform
One platform for your entire compliance calendar
Clients, GST, income tax, TDS, ROC, audit, billing and reporting — connected end to end.
Client 360
Every filing, invoice, document and deadline in one profile.
Workflow engine
Maker-checker approvals with partner sign-off and audit trail.
Real-time dashboards
Live revenue, pending compliance and team productivity.
Client portal
Secure document exchange, invoice payment and filing status.
Software modules
Every module a CA practice runs on
Not a demo checklist — these are the screens your team opens, in the app you log into.
Client 360
Profile, FY, filings, documents, invoices and deadlines in one record.
IncludedCompliance calendar
GST, TDS, ITR and ROC due dates with per-client status.
IncludedTax computations
ITR-2/3/4, presumptive and advance tax on versioned statutory rules.
IncludedAccounts & ledgers
Journals, trial balance, P&L and balance sheet from the same books.
IncludedBilling & invoicing
Multi-line GST invoices, discounts, reminders and PDFs.
IncludedPayments received
Receipts by mode, allocations, advances and UPI collections.
IncludedBank reconciliation
Statement import, suggested matches and settlement.
IncludedPurchases & expenses
Vendors, bills and expense approvals with maker-checker.
IncludedFixed assets
Asset register, depreciation runs and disposal history.
IncludedInventory
Stock items, movements and reorder levels.
IncludedHRMS & payroll
Employees, attendance, leave, salary structuring and TDS on pay.
IncludedWork & tasks
Kanban, allocation, live timers, checklists and reviews.
IncludedAudits & assurance
Engagements, observations and closing notes with evidence.
IncludedDocuments
Client files, verification, requests and retention.
IncludedReports centre
23 registers with filter, export and print layouts.
IncludedClient portal
Self-service status, documents, invoices and payments.
IncludedAI assistant
Document reading, reconciliation and notice summaries — as drafts.
IncludedSupport & knowledge
Tickets with SLA plus the firm's own practice notes.
IncludedServices
Services built around Indian compliance
Fixed-fee engagements with clear SLAs and transparent pricing.
02
Income Tax & ITR
Computation, regime optimisation, ITR filing and assessment support.
Ask about this engagement03
Audit & Assurance
Statutory, tax, internal and concurrent audits with digital working papers.
Ask about this engagement04
ROC & MCA
Incorporation, annual filings, DIR-3 KYC and secretarial support.
Ask about this engagement05
Virtual CFO
MIS, budgeting, cash flow and board reporting for growing companies.
Ask about this engagement06
Payroll & TDS
Salary structuring, PF/ESI, TDS returns and Form 16 issuance.
Ask about this engagementDashboard preview
The firm, on one screen
Practice KPIs, the statutory calendar, collections and delivery — the same panels your partners review every morning.
Revenue, receivables, pending filings and team load in one screen.
Open the live dashboardInterface illustration · the numbers on your screen come from your own books.
AI intelligence
AI that drafts, checks and flags — your CA decides
Document reading, GST reconciliation, duplicate detection and notice analysis, with every output requiring partner approval.
Nothing is filed or posted automatically — every AI output stays a draft until a partner approves it.
Document reader
Extracts invoice and notice data for review.
Draft for review
Reconciliation assistant
Matches GSTR-2B against purchase books.
Draft for review
Anomaly detection
Flags duplicate and unusual transactions.
Draft for review
Notice analyzer
Summarises demands, deadlines and next steps.
Draft for review
Process
From onboarding to acknowledgement
A transparent pipeline your clients can see.
STEP 1
Onboarding & KYC
STEP 2
Engagement letter
STEP 3
Document collection
STEP 4
Preparation
STEP 5
Partner review
STEP 6
Filing & acknowledgement
Tenant isolation
Every query is scoped to your firm.
Granular RBAC
14 permission types across 22 modules.
Audit trail
Every financial posting and approval is logged.
Encrypted secrets
Gateway and AI credentials stored encrypted.
Security
Built for confidential financial data
Tenant isolation, role-based access, audit trails and encrypted credentials.
Why firms switch
Why practices move onto the platform
The same engagement, run on chat and spreadsheets or run on one system of record.
Spreadsheets and WhatsApp
On this platform
Deadlines live in one person's head and an Excel tab.
A statutory calendar per client and financial year.
Documents chase back and forth over WhatsApp.
Requests, uploads and verification inside the client record.
Work in progress is a phone call to the article clerk.
Task board with timers, checklists and partner review.
Invoices, TDS and receivables in three separate files.
One ledger, one receipt register, one reconciliation.
Every question ends in a rebuilt spreadsheet.
23 registers filtered and exported on the spot.
Last-minute scrambles before each due date.
Draft, review and sign-off stages tracked from day one.
Statutory rules are versioned
Rates and limits come from dated rule tables, not typed into a formula.
Nothing files itself
AI output and prepared drafts stop at partner approval.
One data set, every screen
Client 360, reports and portal all read the same postings.
Your firm's own branding
Logo, letterhead and signature come from your settings.
Scoped to your firm
Every query is filtered by firm; roles decide what you see.
Works on a phone
Approval, timers and client status on any screen size.
Clients
Clients who stopped chasing deadlines
Feedback from firms using the platform with their own books.
Our filings are never late and we always know the status. The portal is genuinely useful.
Rohit Malhotra
Founder · Nova Foods
The reconciliation work alone paid for the engagement.
Priya Nair
CFO · Aster Textiles
Responsive partners, clean reporting, zero surprises at year end.
Vikram Shah
Managing Director · Kinetic Labs
Insights
Latest financial insights
Working notes from the firm — process write-ups, not advice for a specific entity.
People
Partners & team
Named people own every engagement — the same partner signs off your filings all year.
AS
CA Ananya Sharma
Managing Partner
Signing partner
FCA with 18 years in direct tax and audit.
RV
CA Rahul Verma
Partner — GST & Indirect Tax
Signing partner
Leads indirect tax litigation and GST advisory.
MI
CA Meera Iyer
Partner — Audit & Assurance
Signing partner
Statutory and internal audit for mid-market groups.
KR
CA Karthik Rao
Manager — Compliance
Runs the ROC and secretarial compliance desk.
Book a demo
Ready to modernise your practice?
See the platform with your own data in a 30-minute walkthrough.
- Your own data on the screen, not a canned tour
- A named partner in the call, not a sales rep
- First ten clients set up with you, live
office@sharmaassociates.test+91 11 4567 8900WhatsApp +919810012345
412, Ashoka Business Park, Ring Road, New Delhi 110019
480+Clients served
12Partners & CAs
99.4%On-time filings