Client Management
One record per client. Everything attached.
Profile, services, requests, documents, DSCs, invoices — all reachable from a single drawer. Built for the way CA firms actually structure client data.
No credit card required.
Client profile drawer
SC
Sharma & Co
PAN: ABCDE1234F · GSTIN: 27AAACS1234F1Z5
Active services
5
Open requests
2
Unbilled
₹ 22,500
DSC keys
1
PAN + GSTIN
First-class fields
Multi-entity
Group billing supported
Per-client
Doc vault + comm history
Linked
Services / DSCs / invoices
The drawer
One drawer, everything about the client
Click a row in the client list and a drawer slides in with five tabs — Profile, Services, Requests, Documents, Communications. Everything that has ever touched the client is two clicks away.
- PAN, GSTIN, address, contact people — first-class fields.
- Service assignments visible at a glance.
- Document vault scoped to the client.
Client profile drawer
SC
Sharma & Co
PAN: ABCDE1234F · GSTIN: 27AAACS1234F1Z5
Active services
5
Open requests
2
Unbilled
₹ 22,500
DSC keys
1
Multi-entity groups
Group a family-of-companies under one billing parent
Larger clients run multiple entities — parent Pvt Ltd, two proprietorships, a family office. Each entity is its own client record under one billing group, so you invoice the group as a whole or each entity separately.
- Group-level invoicing with per-entity line items.
- Per-entity assignments to different partners.
- Consolidated reporting across the group.
Invoice preview
Tax invoice #INV/2026/0184
Bill to: Sharma & Co · 02 Jun 2026
ITR-3 filing (FY 2025-26)₹ 8,000
GST advisory₹ 3,500
DSC renewal facilitation₹ 1,000
Total · incl. 18% GST₹ 14,750
Move every client off your spreadsheet
Import from Tally or Excel in one click.