FAQ for Indian CA Firms
Straight answers about AI Intake, registers, reconciliations, client portal and security.
Product
Do you replace filing software like Winman?
No. CA Copilot is a pre-accounting and collaboration layer. We prepare clean registers, GSTR-1 and 2B reconciliation to feed Winman/Tally.
Can you read handwritten and scanned bills?
Yes. AI Invoice Scan supports scans and many handwritten layouts with GSTIN/HSN checks, duplicate detection, reviewer workflow and audit trail.
Do you support GSTR-1 preparation?
Yes. We auto-bucket invoices into B2B, B2C, CDNR/CDNUR, exports, advances and amendments. We validate POS, RCM, HSN summary and tax math, then export for Winman/Tally.
Can you generate Sales & Purchase Registers?
Yes. We build registers directly from invoices (PDF/photos/handwritten), flag duplicates and provide a reviewer workflow with audit logs.
How does GSTR-2B reconciliation work?
Upload the 2B JSON. We compute match/mismatch buckets (value/HSN/GSTIN/date), explain each difference in plain English and generate next-action drafts.
Client Portal
How do clients share invoices and documents?
Clients use the portal to upload documents into the right period. We perform at-source validation (file type, GSTIN format, required fields) and track completion.
Can clients message our team?
Yes. Threaded conversations attach to documents and tasks. Mentions and reminders keep everyone accountable.
Can we assign tasks and send notices?
Yes. Template checklists, due dates and auto-reminders are included. Notices support attachments and read receipts.
Can we restrict what each client sees?
Yes. CA admins configure which modules are enabled and define fine-grained roles for client users.
Security & Compliance
How is data secured and isolated?
HTTPS/TLS, presigned uploads and encryption at rest (cloud provider). Role-based access is scoped tenant→client, and all key actions are logged.
Do you offer audit logs?
Yes. We log access, uploads, edits, exports and administrative actions by user and timestamp. Admins can export logs.
What about backups and DR?
Daily backups with periodic restores. Documented DR runbooks with RTO/RPO targets by tier.
Where can I read your Security Policy?
See Security Policy for identity, data handling, operations and incident response details.
Exports & Interop
Can we export to Excel/CSV/JSON?
Yes. Choose the exact shape your filing engine expects.
Do you support Winman/Tally flows?
Yes. We design exports to plug into Winman/Tally so you keep your current filing process.
Do you have APIs?
Optional APIs are available for advanced dashboards and custom workflows.
Getting Started
What do you need from us to start?
One sample client/period (invoices and 2B JSON) is enough to map fast wins and validate exports.
How fast can teams adopt?
Most firms start with a single client and expand in waves. The reviewer workflow and audit trail make adoption smooth.
Do you offer training?
We run brief operator and reviewer sessions and share quick-reference guides inside the app.
Didn’t find your answer?
Tell us what you’re solving and we’ll point you to the right workflow.