CA & Tax Tools

A sample checklist for CA practices to track required documents per client engagement, ensuring nothing is missed before filing.

A sample planner for CA firms to schedule statutory compliance deadlines across clients, helping avoid missed filings and penalties.

A sample tracker for CA practices to manage assignments by client and staff, monitoring progress and workload across the team.

A sample tracker for CA firms to record billed professional fees and follow up on collections, keeping receivables visible by client.

A sample tool for accountants to detect duplicate invoice entries by matching numbers and amounts, supporting cleaner books.

A sample assistant for accountants to match bank statements against ledger entries, surfacing unmatched items for investigation.

A sample tool for CA teams to compare purchase register data against GSTR-2B, highlighting mismatches for input credit reconciliation.

A sample checker for CA firms to compare the sales register against GSTR-1 filings, flagging differences for correction before filing.

A sample builder for CA teams to compute TDS deductions by section and rate, producing working notes to support returns and audits.

A sample calculator for businesses to compute GST amounts by slab, showing CGST and SGST splits for inclusive and exclusive prices.

A sample tool for accountants to age receivables and payables into buckets, supporting collection follow-up and cash planning.

A sample calculator for accountants to compute interest on delayed ledger balances by party and period, supporting party statements.

A sample register for auditors to record audit checklist completion and observations, supporting structured engagement documentation.

A sample dashboard for analysts to view key financial ratios from balance sheet and P&L inputs, supporting quick business assessment.

A sample worksheet for accountants to maintain a fixed asset register and compute depreciation by method and rate per asset.

A sample tracker for CA practices to log client queries, assign owners, and follow up, ensuring timely responses during busy seasons.

A sample tool for CA firms to record staff timesheets by assignment and compare cost against fees, highlighting profitable engagements.

A sample builder for CA practices to draft engagement letters and proposals with scope and terms, speeding up client onboarding.

A sample checker for accountants to scan CSV data for blanks, duplicates, and format issues before importing into accounting systems.

A sample planner for CA professionals to capture meeting notes with clients and track agreed actions to closure.