Revenue and profit targets, month by month, with the margin worked out as you type. The finance dashboard reads the same plan back against the year's actuals.

Client engagements, the compliance calendar, DSC register and multi-firm planning — one workspace built for how a practice actually runs.
Not generic software you bend to fit — an edition shaped around your trade, your terms and your workflow.
GST, TDS, ROC and ITR deadlines scattered across spreadsheets and reminders.
Client KYC, financials and ITRs buried in email and drives.
No single view of work, staff and compliance across entities.
The tools below speak your language — and feed the same single source of truth, with finance and documents built in.
GST · TDS · PF/ESI · ROC — never miss a filing, per client.
Every client, their work, status and staff at a glance.
Track every DSC — holder, entity and expiry.
Plan and review across all your firms in one place.
Real screens from the product on a demonstration ca firms company — the plan, the money, the collections, the papers and the month. Your edition opens on the same screens, shaped to your trade.





Onboarding, data migration and support included. The CA firms edition comes with every plan.
For a single business getting organised
For a growing business with more than one firm
For a group running several businesses
For a group running several businesses
| Feature | Premium Popular | Business Growth | One Page Solutions | Enterprise |
|---|---|---|---|---|
| Scale & access | ||||
| Users | 15 | 25 | 100 | 120 |
| Branches / locations | 1 | 5 | 10 | 15 |
| Industry editions | All | 1 | 1 | 1 |
| What's included | ||||
| 15+ Business Tools | ✓ | ✓ | ✓ | ✓ |
| Finance & Accounts | ✓ | ✓ | ✓ | ✓ |
| Document Master | ✓ | ✓ | ✓ | ✓ |
| Petty Cash + Cashier | ✓ | ✓ | ✓ | ✓ |
| Daily Tracker | ✓ | ✓ | ✓ | ✓ |
| Lead Management | ✓ | ✓ | ✓ | ✓ |
| Algorithm (AOP · HRM · URD) | ✓ | ✓ | ✓ | ✓ |
| Custom modules + API | ✓ | — | — | — |
| Reporting & support | ||||
| MIS & analytics | Advanced | Standard | Standard | Standard |
| Support | Priority + SLA | WhatsApp + email | WhatsApp + email | WhatsApp + email |
| Dedicated success manager | ✓ | — | — | — |
| Quarterly business reviews | ✓ | — | — | — |
| Onboarding & data migration | ✓ | ✓ | ✓ | ✓ |
Bring your whole ca firms business onto one connected, industry-tailored platform. No card to start.