A portal with your name on it.
Most clients never log in — they get a WhatsApp link that opens exactly what they need. Those who want more sign in with a one-time code. Either way, it's your firm's name at the top.
No passwords
Magic links for single tasks, OTP for the portal.
No app
Works in the phone's browser, checked at 375px.
One permanent address
Each client has a link that never changes.
English or Hindi
Messages and templates in both.
Magic-link upload
The client taps the link in WhatsApp and the checklist opens. No login, no app.
- Opens straight from WhatsApp — the link is the key
- Camera or files, many per item, any type your CA asked for
- Sent something by mistake? Remove it until the firm closes the request
- Instant acknowledgement when the last file lands
OTP sign-in
For clients who want the whole picture: sign in with the mobile number the firm holds.
- Sign in with a one-time code on the registered mobile
- No password, no app to install
- The firm decides who sees what — owner, accountant, or documents only
- Revoked access ends the session on the next request
Entity switcher
One owner, several businesses — a proprietorship, a company, an HUF. Switch without signing out.
- Every entity the owner is linked to, from the header
- Keyed to the phone number on the session — nothing else is reachable
- Each business keeps its own filings, documents and invoices
My filings & ARN
Every return the firm filed, with its acknowledgement — downloadable years later.
- Filings tab with status, ARN and acknowledgement PDF
- Upcoming deadlines for the business, in plain words
- Loginless acknowledgement link if they only need the PDF
Pay by UPI
The invoice and a pay button. Paid status appears for both sides immediately.
- Pay from a link — UPI, card or netbanking via Razorpay
- Receipt and paid status in the portal
- Out-of-pocket items shown clearly on the invoice
Your data, your controls
DPDP rights and notification preferences, in the client's own portal.
- Consent recorded with its date
- Export and deletion requests go to the firm's queue
- Choose what you are notified about
- English or Hindi
WhatsApp goes out from your firm’s own WhatsApp Business number once you connect it (Meta Cloud API); until then each message comes with a one-tap link to send from your phone. OTP codes are shown on screen in the demo rather than sent by SMS.
Give your clients one place to go.
Set up your firm and invite a client in the same afternoon.