Your clients' books, always current.
Each client keeps their own books with you: they raise invoices and record purchases, GST is worked out as they go, and you see their figures whenever a return or year end needs them.
Each client's books, one switch away.
Every client is a business of its own, with its own books, GST and reports. Move between them in a click, and see which ones need you.
- A business per client, books kept apart
- Which clients have something to review
- Your staff invited to the clients they look after
- To reviewClient B14 purchase bills to review
- DueClient D Pvt LtdGSTR-1 due on the 11th
- Up to dateClient ENothing waiting
- To reviewRaw materialPosted by the client · IGST 18%
- CheckedOffice rentPosted by the client · CGST + SGST 9%
- CheckedCourierPosted by the client · CGST + SGST 9%
Clients post the entries. You check them.
Invite a client's owner by email. They raise GST invoices and record purchases with tax worked out; you review what they post instead of typing it in from their registers.
- Client owners invited by email
- Invoices and bills posted with the right GST
- You review, not retype
Figures ready for every return.
Each client's sales and purchases are posted as they happen, so GST figures, the profit and loss and the balance sheet are current whenever a return or year end is due.
- GST on sales and purchases per client
- Profit and loss, balance sheet, trial balance
- Ready for the year's financial statements
- Up to dateGST on salesOctober
- BalancedTrial balanceYear to date
- Up to dateProfit and lossYear to date
What it covers
Your clients' books from the first invoice to year end.
Your firm
Clients
A business each, books kept apart
Staff
Invited to the clients they look after
What needs you
Across every client
Each client's books
Sales invoices
With CGST, SGST or IGST worked out
Purchases and expenses
With input tax recorded
Reports
Profit and loss, balance sheet, trial balance
Returns and year end
GST figures
Sales and purchases per month
Financial statements
From the year's books
Compliance Engine
Due dates and filings beside the books
Questions
About the Accounting Engine for CA firms.
Are clients' books kept apart?
Yes. Each client is a business of its own, with its own books, GST and reports.
Can clients post their own entries?
Yes. Invite the client's owner by email; they raise invoices and record purchases, and you review what they post.
Does it work out GST?
Yes. CGST and SGST, or IGST, is worked out on every invoice and bill from where the sale happens.
Does it work with the Compliance Engine?
Yes. Your clients' due dates and filings sit in the Compliance Engine beside the same businesses.
Every client's books, always current
Talk to an expert and we'll set your firm up with you.