Every image below is a real capture from the working platform - the QA-hardened build - freshly reseeded with realistic demo data. No mock-ups, no slideware. The tour walks the practice's whole day, module by module: the partner's cockpit, tax and compliance, books and finance, audit, notices and litigation, clients and growth, the firm's own operations - and what the client sees on their portal.
The firm on one screen: Argus Insights with one-click Do actions, the money at risk, filings due, unreviewed work and the week's hearings - every number live from the modules underneath.
Every client, every filing, every due date on one board - per GSTIN - with task generation per period, email reminders and editable due-date rules.
GSTR-2B against the purchase register: upload both sides, run the three-pass matching engine, and get a job with matched lines closed and exceptions queued for people.
The flagship screen: 52 of 60 invoices matched in a tenth of a second, the exceptions queued by kind - probable matches to confirm, missing in 2B, missing in books - and the ITC actually at risk in rupees, exportable as an Excel report and feeding GSTR-3B automatically.
What the client bills, per GSTIN, month by month - invoices, credit notes and exports with taxable value, tax and a missing-buyer-GSTIN counter - the base for GSTR-1, 3B and the annual return, buildable straight from Books.
One board per assessment year: every client's return with its form, document checklist, regime and refund status - backed by the old-vs-new regime optimizer, 26AS and AIS reconciliation and UDIN-gated certificates.
Deductees and payments with auto-applied rates and sections, the deducted total live, challan mapping tracked per payment - plus challan register, 26Q/24Q return builders and Form 16/16A on letterhead.
The company-law register: every ROC form per client with its period, due date and filed status - and an SRN column that flags every filed form still missing its acknowledgement number, with the AGM tracker and DIN/DSC panel alongside.
Real double-entry bookkeeping on the Tally taxonomy: one balanced write path, day book, ledgers and trial balance - and on screen, an AI-drafted voucher sitting at draft until a person posts it, beside the posted entries.
Drop invoice PDFs and scans: OCR and AI extraction produce structured entries, each carrying its state - extracted, in review, approved - until a person clears it for export to Tally XML or Excel.
Statement import with rules and AI categorisation: inflow, outflow and uncategorised counts on top, every transaction categorised below - feeding the bank-to-books reconciliation, cash-flow view and Voucher Studio.
Full-year trial balance in, Schedule III financial statements with notes out: each statement set carries its profit for the year, a Balanced check and current-plus-previous-year comparatives - with CMA projections, stock statements, tax tools and the fixed-asset register on the neighbouring tabs.
Trial balance in, advisory-grade MIS out: the client's monthly TB library builds up period by period, and each report computes ratios, trends and red flags - with optional AI CFO commentary - into a branded PDF.
Audit engagements from checklist templates with a prepare-review-partner-sign-off state machine - progress and reviewed counts visible per engagement, evidence uploads and an append-only trail behind them.
Form 3CD as data, clause by clause: identity, GST registrations, TDS, payroll and Books autofill what the platform already knows - with CARO 2020, the SA-700 report generator, SA-505 confirmations, materiality tools and the ICAI ceilings monitor on the neighbouring tabs.
A notice PDF goes in; AI analysis extracts type, section and due date and drafts a reply on letterhead - while the open count, due-in-7-days and high-risk tiles keep the queue honest and a CompliTrack task is created automatically.
Income-tax and GST litigation end to end: every matter with its demand, a live limitation chip counting down the response window, and the next hearing date - with the hearing calendar and an append-only case timeline behind it.
The client master behind everything: every entity with its GSTIN, PAN, state, constitution and turnover - multi-GSTIN registrations, presumptive flags and portal contacts included.
Checklist-driven document requests that chase themselves: what is awaiting the client, what needs review and what is accepted - each request with a one-click Chase - plus the email-intake workbench and portal user management.
Leads to proposals to engagement letters to clients: the pipeline board with values per stage, one-click proposal PDFs, and a won deal minting the engagement letter - plus retainers and receivables dunning behind it.
Group structures with holdings, inter-company eliminations entered once and applied to the numbers, and a consolidated trial balance - gross, eliminated and consolidated side by side - plus transfer pricing, FEMA and NRI toolkits.
The firm's own commercials: billed, outstanding, overdue and collected as live tiles over the fee-note register - every note with its due date and paid status - plus timesheets, the DSC vault and client profitability.
Client payrolls with the full statutory engine - EPF, ESI, PT, new-regime TDS - each run carrying its employee count, gross and net payout through a draft-to-finalized flow, with payslips, registers and FnF settlements.
Everything waiting on a decision, in one desk: workpapers awaiting review, draft payroll runs to finalize, engagement letters to issue and fee notes past due - each item linking straight to where the decision happens.
Everything the platform holds for a client in one tree - DocuFlow invoices, notice papers, case bundles and uploads swept live from their modules, nothing copied - with retention labels, sources counted and peer-review linkage.
Client portal credentials in an encrypted vault: GST, e-filing, MCA and EPFO logins per client, passwords masked by default, every reveal manager-gated and logged in a permanent access trail.
What the firm's client sees: their filings, document requests with upload, bills, a document room and a message thread - hard-isolated from every firm surface.
Talk to our team and we will walk you through the platform against your own use cases.