Built around the jobs a CA firm does.
Not a list of modules — six things your firm does every week, and exactly what the software does for each. Screens below are drawn from the product.
Deadlines
Never find out about a due date from the client.
- Rules engine with 84 rules across eight families — GST 17, income tax 14, TDS/TCS 10, ROC 20, payroll 4, PT 2, FEMA 5, co-operative 5, plus 7 for foreign offices
- TDS renumbering built in: Form 138 (was 24Q), Form 140 (was 26Q), Form 139 (was 27Q) from FY 2026-27
- Penalty exposure per client and firm-wide — what open work costs if it slips, and what it becomes in 30 days
- Statutory updates feed — extensions move every affected calendar and appear in your activity feed
- Versioned rules: a mid-year change never rewrites last quarter
- Per-rule dates — TDS on 31 Jul/Oct/Jan/May, advance tax on the 15th, 27EQ on the 15th
Compliance calendar · AugustEvery filing, every client
+ Add by handOpen this month312
Exposure if missed₹41,900
Uncapped6
ClientFilingDueStatus
Rathod Logistics LLPForm 11 · FY 25-2630 May₹100/day · no cap
Sundaram TextilesGSTR-3B · Jul20 AugAwaiting data
Chitale InfraForm 140 · Q131 JulFiled
Iyer & SonsForm 138 · Q131 JulWhy this applies
Statutory update · Form 140 Q1 extended by CBDT — 38 client calendars moved automatically.
Documents
Ask once. Let the link do the chasing.
- Magic links — the client uploads from a WhatsApp link, no password, no app
- Reminder ladder that stops by itself once the last document lands
- Any file type (executables refused), many files per line, 10 MB each, Unicode names intact
- Vault by financial year — March belongs to the previous FY, April to the next; worked out from the period
- Download a period, a year or everything, foldered like the vault
- Files are stored as-is and never parsed — nothing reads inside a client's Tally backup or bank statement
Documents you asked forClients upload from a link — no login
+ New requestSundaram Textiles · GST JulyChased 2×
6 of 8 received · link sent on WhatsAppChitale Infra · Tax audit FY 25-26Complete
11 of 11 · request closed itself · filing moved to in progressVault · Sundaram Textiles↓ every year
FY 2026-27Apr–Aug · 64 files
FY 2025-2612 periods · 188 files
Filing & sign-off
Nothing is filed without a partner seeing it.
- Partner sign-off queue — approve or withdraw, reason kept
- UDIN recorded with an 18-character check
- ARN and acknowledgement PDF attached per filing; the client sees it in their portal
- Loginless acknowledgement link for a client who just wants the PDF
- Engagement letters accepted by typed-name e-sign
- You file on the government portals as you do today — we record the result, we do not connect to GSTN, TRACES or MCA
Waiting for your sign-offPrepared by staff · partner approval
4 waitingClientFilingPrepared by
Chitale InfraTax audit 3CDPriyaApprove
Bhatia SteelITR-6AmitReview
UDIN26123456AAAAAB1234✓ 18 characters
Acknowledgement recordedARN AA270826012345X · PDF attachedVisible in the client's portal under Filings
Money
Bill what you did. Get paid by UPI.
- Invoice from unbilled work, with out-of-pocket challans on the same invoice
- UPI via Razorpay — the client pays from a link; test mode when no keys are set
- Your own price list across all 84 filings — your rates, never ours
- Fee ageing 0–15 / 16–30 / 31–45 / 45+ days, and recovery follow-ups
- Unbilled-work and realisation reporting
- CSV and Tally-format XML export (a file you import — not an integration)
Invoice DK/26-27/0418Sundaram Textiles
Due · 32 daysGST filing · July3,000
TDS filing · Form 140 · Q12,500
ROC challan · paid on their behalf2,400
GST 18% on fees1,422
Total₹9,322
Send UPI linkCopy link
Team
See the bottleneck before the 20th.
- Roles: partner, manager, staff, article
- 14-day capacity with suggested reassignment
- Time tracking per client and filing, feeding realisation
- Season mode — a date window in which configuration is frozen for non-partners
- Removing someone needs a handover: their clients and open work move first
- The last partner cannot be demoted or removed
Who is carrying whatOpen filings · next 14 days
+ InviteRahul · partner92%
Priya · manager61%
Amit · article34%
Move 12 GSTR-3B from Rahul to Amit?Reassign in one click
Season mode on · 1 Jul – 31 Jul · settings locked for non-partners
Security & DPDP
Client data handled the way the DPDP Act expects.
- Encrypted DSC & credential vault — AES-256-GCM, reveal needs a reason
- Audit log of document downloads, reveals and approvals — filterable, CSV export
- Client DPDP controls: consent, data export and deletion requests, handled from a queue
- Revoking a client contact ends their session on the next request
- Files are never parsed or read
- Where your data is hosted: India (to be confirmed at launch)
Portal logins & DSCEncrypted · every reveal logged
AES-256-GCMClientCredentialExpires
Bhatia SteelDSC · director12 OctExpiring
Sundaram TextilesGST portal—Reveal…
Audit logPriya revealed GST portal login · Sundaram TextilesReason: “filing GSTR-3B for July” · 14 Aug 11:02
Straight answers
What it does not do
No government-portal integrations
Nothing connects to GSTN, TRACES or MCA21. The one exception is Tally: live Tally sync (TallyPrime & ERP 9) via a small connector on your PC, for clients whose books you keep in the Accounting app. You file where you file today; the calendar, documents and ARNs live here.
WhatsApp runs on your own number
CA Bundals does not sell WhatsApp. Use your own WhatsApp Business number (Meta Cloud API): paste your phone number ID and token, and requests, reminders and receipts go out from it with delivery and read status. Meta bills you directly. Until you connect, each message gets a one-tap link to send it from your phone.
We don't read your clients' files
A Tally backup, a bank statement, eleven photos of bills — stored as sent and handed back as sent. Nothing is parsed or summarised.
Ready before the next GSTR-3B?
Set up your firm in an afternoon. Your first 14 days include every app.