A client portal and practice desk for Chartered Accountants.

Clients see every deadline, upload documents from their phone, approve drafts and pay fees. The firm runs filings, reviews, notices and fees from one board, with WhatsApp doing the chasing.

Client portal · mobile-first, installable

For your clients

Compliance health per entity, what is needed from them, approvals with eSign or OTP, document vault, fees and messages.

Open in a phone frame

Firm workspace · desktop

For partners and staff

Filing board with maker-checker review, document chasing, notices, CRM and proposals, fees and retainers, WhatsApp automation and analytics.

Firm-level data isolation, staff see only assigned clients White-label: your name, logo and colours

Mehta Joshi & Co., its people, clients, PANs, GSTINs and all figures are fictional sample data for demonstration.