For CA firms using Tally
Prepared work your firm can stand behind.
Turn client data into accounting and compliance work ready for review.
Book a demo Learn more →How It Works
Connect. Prepare. Review.
A recurring review flow for monthly client work.
Connect
Read TallyPrime data and relevant portal files from the client's existing records.
Prepare
Prepare reconciliations, working papers, drafts, and exception lists.
Review
Approve, correct, or send items back. The same correction is applied next month for that client, and each decision stays traceable.
Your team approves every treatment before it is used. Corrections stay client-specific. Notice drafts include references for verification.
Capabilities
Outputs by work area.
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GST Compliance
Books vs 2B/IMS match report, ITC flags, vendor follow-up drafts, and GSTR-3B review summary.
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Monthly Close and Reconciliation
Bank, vendor, creditor, and inter-entity reconciliation with aging and unresolved items.
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TDS and Tax Audit Prep
26AS/TDS checks, clause-wise 3CD working papers, and 40A(3), 43B(h), and related review schedules.
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Notice Response Support
Issue summary, demand breakup, limitation and jurisdiction checks, and draft response outline with references to verify.
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Advisory and Regulatory Drafts
Draft letters, memos, action lists, and compliance calendars from voice notes, meetings, and regulatory updates.
Who It's For
Built for CA firms that run on Tally.
Best for practices handling recurring accounting and compliance across many client books, especially fixed-fee or retainer work where consistency matters.