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Client Portal for Indian CA Firms
A single secure door where clients upload invoices & bills, chat with your team, complete tasks, and see notices — all with at-source validation.
Invoice & Bill Uploads with Validation
Clients upload PDFs or images that go straight to your firm. We validate at source and prepare data for AI Invoice Scan.
Direct-to-CA uploads
Invoices/bills land in the right client-period workspace automatically — no email chaos.
At-source checks
Enforce allowed types, size limits, mandatory fields and GSTIN format before acceptance.
Required lists
Define what to collect per client type and month/quarter. Track % completion instantly.
Note: We never show product screenshots publicly. Ask for a demo to see it live.
Secure Messaging & Threads
Replace scattered emails/WhatsApp with accountable, threaded conversations tied to documents and tasks.
Threaded by context
Every document or task has its own thread to avoid confusion.
Mentions & reminders
Mention client users/staff and set nudges. All activity is auditable.
Email-optional access
Magic-link sign-in reduces support burden while staying secure.
Tasks, Checklists & Due Dates
Send tasks and checklists to clients; track completion, comments, and attachments.
Template-driven
Reusable checklists for monthly GST close, onboarding and notices.
Due dates & SLAs
Set due dates and reminders; escalate when overdue.
Progress tracking
View completion by client and period to find bottlenecks early.
Share Notices & Updates
Publish notices to client portal with attachments, acknowledgment, and follow-up tasks.
Targeted announcements
Send to specific clients or groups; require read receipts.
Attachments & links
Include files, due dates, and cross-link to relevant tasks.
Audit trail
Who viewed what and when — auditable and exportable.
Configurable by the CA Firm
You decide what each client can see or do.
Module toggles
Enable/disable uploads, messaging, tasks, notices per client or client group.
Fine-grained permissions
Separate roles for owners, accountants, and client staff.
Branding & domains
Use your logo and custom subdomain to build trust.
Security details: see Security and Compliance.
Measured Outcomes
- Chasing time down 60–80%
- First-pass 2B match up 10–20 points
- Period close time down 20–40%
Ready to offer a professional client experience?
We’ll map your current intake to the portal and show immediate wins.