For CA & Auditing Firms
Run your entire practice
from one place.
Every client's books, every compliance deadline, every audit and every team member in one workspace. The AI does the bookkeeping, reconciliations and return workings for all your clients; your partners verify the output in standard ledgers and reports, then sign off.
- Unlimited clients & users
- GST · TDS · ITR · Audit
- Two-way Tally & Zoho sync
- Partner review gates
7-day free trial · No charge today · Set up in 2 minutes
The Practice workspace — click a client or a filter to try it
Good morning, CA Priya
Mehta & Associates · here's where your 5 clients stand today.
Active Clients
5
Filings Due This Week
4
2 drafted by AI
Documents To Review
7
Across 3 clients
Clients
What you get
Every module, with AI inside it.
Pick a module to see what the AI does and what lands in front of you to check.
Practice management
A single view of every client: what's due, what's drafted, what's waiting on a partner. Add a client with a GSTIN and the company details fill themselves. Jump between client books without logging out.
AI does
- Auto-fills client profile from GSTIN
- Flags which clients need action today
- Surfaces overdue documents and missing data
You verify
The client list, status column and daily summary — the same thing you'd build in a spreadsheet, except it's live and correct.
How it works
AI does the work. You verify it.
- 1
Connect each client
Add a client by GSTIN, connect their Tally or Zoho Books (or upload from Excel and Drive). Takes an afternoon for a full portfolio, not a quarter.
- 2
AI runs the work
Bookkeeping, reconciliations, GST and TDS workings and audit prep run on the compliance calendar. First drafts are ready before you log in.
- 3
Partners sign off
Everything lands as a draft in standard reports. Your team verifies, annotates and approves. Only then does it file, sync or go to the client.
A typical month
Same work. Different Monday.
- Statements reconciled overnight; juniors handle 3 exceptions, not 300 lines
- GSTR-3B drafted a week early, reviewed with time to spare
- Partner approves from a review queue with the ledger one click away
- Every client's status live on one dashboard
- Working papers generated on request, figures traced to entries
Questions we get asked
No. The Tally Connector syncs both ways, so clients keep working in Tally while your firm works in SmartLedger. Zoho Books syncs the same way.
Ready When You Are
Let AI run the books. You verify.
Start a 7-day free trial on your own books or your clients' in minutes — or book a 20-minute walkthrough and we'll show you the full platform live, from AI bookkeeping to compliance and reports.
7-day free trial · No charge today · Built for Indian GST, TDS and ITR