Everything your firm runs on. Already connected.

Answer five questions about a client — entity type, registrations, GST scheme, turnover, states — and the rules engine lays out the whole year. An 84-rule statutory master across GST, income tax, TDS/TCS, ROC, payroll, professional tax, FEMA, co-operatives and foreign offices.

• 84 rules, versioned — a mid-year change never rewrites history; each obligation records the rule version it came from
• "Why does this apply?" on every obligation, traced to entity type and registration
• Penalty exposure — what open obligations cost if they slip, computed from the rule table; 24 rules are uncapped
• Statutory updates feed — when a date is extended, affected calendars move and every firm sees the notice
• 16 entity types, including LLP, OPC, co-operative society and branch / liaison / project office
• One-off obligations by hand — a notice reply, a bank's CMA request, an event-driven ROC form
• Recurring work for the office jobs that are not filings — bookkeeping, bank reconciliation, stock statements to the bank, MIS, retainer bills — from 16 ready templates, created on their own every period (Starter and above)

17 GST rules cover GSTR-1 and GSTR-3B (monthly and QRMP), IFF, PMT-06, CMP-08, GSTR-4, GSTR-9 and 9C, GSTR-5/6/7/8/10, LUT and ITC-04. QRMP clients get the 22nd / 24th state split for GSTR-3B.

• GSTR-1 by the 11th, GSTR-3B by the 20th, CMP-08 by the 18th
• GSTR-9 above ₹2 Cr and GSTR-9C above ₹5 Cr, due 31 December
• Late fee of ₹50/day (₹20 nil) shown against each open return
• Flags the two-consecutive-GSTR-3B risk that blocks e-way bill generation
• Document requests tied to the return — “awaiting data” until the client uploads

14 income-tax rules: every ITR form, the four advance-tax instalments (15 Jun, Sep, Dec, Mar), tax audit 3CD, Form 3CEB, Form 10B, Form 16, SFT (Form 61A) and the belated / revised return.

• Audit and non-audit ITR dates follow the client (31 Jul vs 31 Oct)
• Advance tax instalments at 15% / 45% / 75% / 100%
• Tax audit 3CA/3CB + 3CD by 30 September
• Late-filing exposure under s.234F and interest under s.234A shown per client
• Acknowledgement / ARN recorded per filing and visible in the client portal

From FY 2026-27, 24Q becomes Form 138, 26Q becomes Form 140 and 27Q becomes Form 139. The calendar uses the new names, with the old ones alongside so nobody gets lost.

• Form 138 / 140 / 139 due 31 Jul, 31 Oct, 31 Jan and 31 May
• 27EQ (TCS) on the 15th after each quarter
• Monthly challan by the 7th — 30 April for March
• Form 16A within 15 days of the return; 26QB / QC / QD challan-cum-statements
• s.234E late fee of ₹200/day, capped at the TDS amount

20 ROC rules. A private limited company gets AOC-4, MGT-7, DPT-3, MSME-1 and DIR-3 KYC. An OPC gets AOC-4 within 180 days of year end and the abridged MGT-7A. An LLP gets Form 11 and Form 8 — and no AOC-4 or MGT-7 at all.

• AOC-4 by 30 Oct, MGT-7 by 29 Nov for a private limited company
• LLP Form 11 by 30 May — before ITR season, and routinely missed
• ₹100/day with no cap on AOC-4, MGT-7, Form 11 and Form 8 — shown as exposure
• Event-driven forms: MGT-14, BEN-2, INC-20A, PAS-3, SH-7, DIR-12, CHG-1
• Branch / liaison offices: FC-3, FC-4 and the RBI Annual Activity Certificate

Work prepared by staff lands in a partner approval queue. The partner approves or withdraws, and the UDIN is recorded with an 18-character check. Nothing marked as signed off without a partner.

• Sign-off queue on the dashboard, with what is waiting and for how long
• Approve or withdraw, with the reason kept
• UDIN captured and validated (18 characters)
• Acknowledgement card on each obligation once filed
• Every approval written to the audit log

Raise an invoice from unbilled work in progress. Out-of-pocket items such as a ROC challan paid on the client's behalf go on the same invoice. Your own price list for all 84 filings — your rates, never ours.

• Invoice from unbilled work, per filing or per client
• Out-of-pocket reimbursements on the same invoice
• GST on fees calculated on the invoice
• Your own price list, seeded with a starting figure you can change
• Fee ageing: 0–15, 16–30, 31–45 and 45+ days

Each invoice has a payment page at a link you send on WhatsApp. Payments go through Razorpay to your firm when keys are configured, and a test mode when they are not. Paid invoices show up in realisation immediately.

• UPI, cards and netbanking through Razorpay
• Loginless payment page per invoice
• Paid status and receipt land in the client portal
• Realisation figures update as soon as a payment lands
• Test mode when no Razorpay keys are set — clearly labelled

Templates with merge fields for document requests, reminders, payment links and acknowledgements, in English and Hindi. Set the reminder ladder once — gentle on day 2, firm on day 5, a call from your team on day 8.

• Templates in EN and HI with merge fields
• Reminder ladder that stops when the documents arrive
• Use your own WhatsApp Business number (Meta Cloud API) — Meta bills you directly, no CA Bundals message limits
• Every message recorded against the client
• Sent, delivered, read and failed status from Meta; not connected, you get a one-tap link to send from your own phone

A document request is a checklist sent as a magic link. The client uploads from their phone with no login; the request closes itself when the last item lands and the filing moves to “in progress”.

• Magic-link upload — no password, no app
• Any file type (executables refused), many files per line, 10 MB each
• Files are stored as-is and never parsed or read
• Year-wise vault — the FY is worked out from the period (April–March)
• Download a period, a year, or everything, foldered like the vault
• Your own checklists, or copy any of the 50 statutory ones
• Information sheets — the questions you ask every client before a return or a year-end, answered on their phone in parts, confirmed with an OTP; three ready sheets in English with a Hindi line (Starter and above)

Clients sign in with an OTP on their mobile — no password. One owner with several businesses switches between them from the header. Filings, ARNs, invoices, deadlines and their documents in one place.

• OTP sign-in on the mobile number you hold for them
• Entity switcher for owners with several businesses
• Filings tab with ARN and acknowledgement PDF
• Pay invoices by UPI
• DPDP controls: consent, export and deletion requests
• Revoke access and their session ends on the next request

Log a notice, its reference and its response date. The tracker counts down, keeps a timeline of what was done, and can draft a reply for a partner to review. Drafts are never sent automatically.

• GST and income-tax notices on one tracker
• Response countdown and timeline
• Draft reply for partner approval — never sent on its own
• Notices appear on the dashboard alongside filings
• Cases and appeals: a notice opens as a case — forum by forum, hearing diary, limitation countdown, demand and pre-deposit, hearings in the calendar

A register of client portal credentials and DSC tokens, encrypted with AES-256-GCM. Revealing a secret needs a reason and is logged. DSC expiry shows on the dashboard before it bites during filing season.

• AES-256-GCM encryption at rest
• Reveal requires a reason — and is written to the audit log
• DSC expiry dates tracked, with a dashboard card
• Who holds which token, and where it is
• DSC register: new and renewal orders with your vendor, vendor cost, your fee and whether the client has paid (linked to the invoice)
• Token custody log — in office, with staff, with the client, lost — and the client confirms every hand-over with an OTP, no login
• Expiry reminders to the client 30, 15 and 7 days ahead, from your own WhatsApp number. You buy the DSC from your vendor as today — nothing is ordered from here

When a client leaves originals with you, record them the day they come in: what, from whom, who received them and which locker they went into. The client gets a receipt on WhatsApp. Every movement inside the office is logged — issued to staff, moved, back in storage. When the documents go back, the client confirms with a one-time code on their phone, no login needed, and the entry closes. If they cannot, a partner records the signed paper slip.

• Inward number, document type, count, condition, storage place and an optional photo of the bundle
• “Originals with us” for every client — in the app, on the client folder and in the client’s own portal
• Flags for originals due to go back: past the give-back date, a set number of days after the work is done, or held too long — day counts you set yourself
• Printable receipt and return slip, search, and a CSV of the whole register

Roles for partner, manager, staff and article. A 14-day capacity view shows who is overloaded and suggests a reassignment. Time tracking feeds realisation. Season mode locks configuration for non-partners during peak weeks.

• Roles: partner, manager, staff, article
• 14-day capacity and one-click reassign
• Time tracking per client and filing
• Season mode — config frozen for non-partners in a date window
• Handover before removal: clients and open work must move first

The reports a partner reads on Monday: what is filed and at risk, who owes what, what was done and never billed, and how each person is doing. Every report exports to CSV.

• Compliance status by month, family and person
• Fee ageing and recovery
• Unbilled work and realisation
• Late fees saved — exposure avoided by filing on time
• CSV and a Tally-format XML export (a file — not an integration)

Your own staff come first: pick “Our firm” in the entity switcher, link each person to their login, and they see only their own payslips, visible to partners only. Then turn payroll on per client, add their employees and salary structure, and run the month: draft, reviewed, locked. PF, ESI, professional tax and salary TDS are computed for you, with the rates written down so you can check them. You get the files to upload — CA Bundals does not file with EPFO, ESIC, TRACES or any state portal.

• PF 12% with the ₹15,000 wage-ceiling option, EPS / EPF split, EDLI and admin charges
• ESI 0.75% / 3.25% up to ₹21,000 gross; PT for Maharashtra, Karnataka, Gujarat, Tamil Nadu, West Bengal, Telangana and Andhra Pradesh
• TDS on salary on the FY 2026-27 slabs, new or old regime, with LOP, arrears and bonus
• Payslips, bank transfer CSV, EPFO ECR text file, ESI sheet, PT summary, Form 138 (was 24Q) working and Form 16 Part B working
• PF and ESI by the 15th, TDS by the 7th, Form 138 and Form 16 dates go straight into the compliance calendar; clients can approve the month and download payslips in their portal
• Your firm’s own payroll: partners lock the month, staff download their own payslips under Team & Time → My payslips

Every prospect in one pipeline: New, Contacted, Meeting, Proposal sent, Negotiation, Won or Lost with a reason. Log calls and meetings, set the next follow-up, and send a fee proposal built from your own price list. When they say yes, the lead becomes a client through the normal add-client flow.

• Pipeline board with drag-and-drop and a keyboard move menu
• Your own public enquiry form with your firm name and logo — every enquiry lands as a new lead
• Fee proposals: services × frequency, GST at 18%, validity and terms; the prospect accepts online and the name, time and IP are recorded
• Referrals linked to the client who sent them, and a list of your top referrers
• Reports: pipeline value by stage, conversion rate, won fees by month, lost reasons, follow-ups overdue

Upload the client’s GSTR-2B (the JSON from the GST portal, or the Excel saved as CSV) and their purchase register from Tally, Busy or Zoho. CA Bundals matches them invoice by invoice and shows what is at risk before you file GSTR-3B. There is no GST portal connection — you download the 2B and upload it here.

• Invoice numbers compared without spaces, slashes, leading zeros or FY tags; close matches by GSTIN, amount (±₹1, you set it) and date
• Matched, mismatch, in books not in 2B, in 2B not in books, duplicates — with the difference shown
• ITC as per 2B vs books, ITC at risk, and the vendors causing it; accept, link, claim later, ignore, add notes
• Vendor follow-ups on WhatsApp or email, GSTR-3B Table 4 working, CSV report; unmatched purchases carry forward to next month
• Column mapping remembered per client, and the client can send the purchase register through a normal document request

Start from a template, fill the schedules and let the figures compute: net worth is assets less liabilities, drawing power applies your margins, 15CB works out the rupee amount and TDS. A second partner or manager reviews, a partner signs, you generate the UDIN on udin.icai.org and type it back — CA Bundals checks the format and will not let a certificate be issued without one. CA Bundals cannot generate UDINs and files nothing with the income-tax portal.

• Net worth, turnover, Form 15CB working and data sheet, utilisation (grants/CSR), stock & book-debts for banks, capital contribution, income, balance confirmation, and your own custom wording
• Draft, review, signed, UDIN entered, issued — with a warning when a signed certificate has waited too long for its UDIN
• The fields to paste on udin.icai.org, each with a copy button
• One UDIN register with audit sign-offs: filters, CSV export, revocation recorded with the reason
• Printable on your letterhead; share to the client portal, send on WhatsApp, invoice the fee

Upload the client’s AIS, 26AS and broker capital-gains statement, key in Form 16 Part B, and get the classic computation of total income with both regimes side by side, 87A rebate and marginal relief, surcharge relief, capital gains under 111A / 112 / 112A with grandfathering, and interest under 234A, 234B and 234C. AIS is checked against what you entered. There is no connection to the Income Tax portal: you download the files there and file the return there.

• AY 2026-27 and AY 2027-28, new and old regime compared with a recommendation and the suggested ITR form
• AIS mismatch list, advance-tax instalments across clients, printable working papers and an ITR data sheet (not the official ITR JSON)
• Client approves the computation in their portal; filing marks the ITR in the compliance calendar with the acknowledgement number

Double-entry books per client per financial year, on a Tally-style chart of accounts mapped to Schedule III. Enter vouchers from the keyboard with the GST split done for you, import bank statements and let rules categorise them, reconcile to the closing balance, and print the trial balance, P&L and balance sheet. Live Tally sync (TallyPrime & ERP 9) via a small connector on your PC: it pulls ledgers and vouchers into the client’s books, only what changed since the last sync, and sends vouchers you approve back to Tally with Tally’s own error shown if it refuses one. The connector makes outbound connections only, and Tally stays the source of truth. New, and not yet tested with every Tally setup; stock quantities are not read yet. File import and export (trial balance CSV, Day Book XML) still work without it.

• Payment, receipt, contra, journal, sales, purchase, debit and credit notes — Dr = Cr enforced, CGST/SGST or IGST by place of supply, period lock
• Bank CSV import with remembered column mapping, learned rules and a reconciliation statement
• Day book, ledgers, trial balance, P&L, balance sheet with the prior year, ageing and GST summary; clients see the P&L and balance sheet once you share them

Keep each company client’s master — CIN, directors with DIN and KYC, KMP, auditors, members and charges. Schedule board meetings, AGMs, EGMs and committee meetings with the statutory checks shown (four board meetings a year, 120-day gap, 7-day and 21-day notice, AGM deadline), build the agenda from resolution templates, record attendance and quorum, draft the minutes and record the signature. When a meeting is held, the forms it triggers go into the ROC / MCA calendar with their due dates: AOC-4 and MGT-7 from the AGM date, ADT-1, MGT-14, DIR-12, PAS-3. CA Bundals does not file on MCA — you do.

• Notice, agenda, certified true copies and minutes printed on the client company’s letterhead (print or save as PDF)
• Registers of members (MGT-1), directors and KMP, charges, transfers and allotments, built from the share events, with a cap table — print or CSV
• Directors open the notice or signed minutes in their client portal and acknowledge; send the link on WhatsApp

Enter 2–3 years of audited figures (or take them from the Accounting app), set the assumptions, and get projections whose balance sheet actually balances — cash comes from the cash-flow statement, not a plug. Term-loan schedules (EMI or equal principal, with moratorium), WDV / SLM depreciation, CMA Forms II–VI, MPBF by Tandon II and the Nayak method, DSCR, current ratio, TOL/TNW, interest and fixed-asset coverage, break-even, payback, IRR and NPV. There is no bank connection: you print the report or download CSVs and hand them over.

• Several versions per client — “HDFC CC renewal 2026”, “SBI term loan” — with duplicate and side-by-side compare
• Warnings against typical bank norms you set (DSCR, current ratio, TOL/TNW…) — always to be verified with the bank
• Project report with editable narrative templates; share the final report in the client portal and ask for CMA documents through the usual request flow

Take the trial balance from the Accounting app or a Tally trial-balance export, map each ledger to a Schedule III line once (suggestions come from the Tally group, and the mapping is remembered for next year), and get the vertical Balance Sheet and Statement of Profit and Loss with note references and the previous-year column, an indirect-method cash flow (AS 3) with its working, and notes built from the mapping — share capital, reserves, borrowings with current maturities, trade payables with the MSME split and ageing, the PPE schedule from a fixed-asset register, receivables ageing, expenses and the Schedule III ratios. Companies (Division I), LLPs and firms.

• Checks before you can finalise: balance sheet balances, trial balance totals to zero, profit ties to reserves, last year’s closing equals this year’s opening, notes tie to the face, cash flow ties to cash
• Draft → review → final (locked) → signed, with the UDIN checked against the partner’s membership number and listed in the shared UDIN register; the client downloads the signed set from their portal
• Print to PDF, CSV per statement and an MCA data sheet for keying — CA Bundals does not generate AOC-4 XBRL or file anything with MCA

A register of FSSAI, Shop & Establishment, trade licence, IEC, Udyam, profession tax, trademark, labour and factory licences, pollution consent and LUT — number, authority, issue date, valid-until and the document. Each expiry sits in the Compliance calendar. A renewal moves from reminder to documents to filed to issued, and the fee goes to Unbilled work when the licence comes. New registrations (GST, PAN/TAN, Udyam, IEC, Shop Act, FSSAI, trademark) run on a board: documents awaited, applied, query raised, replied, approved, handed over. There is no department connection — you apply on the department’s own portal and record the stage. Validity periods are defaults to verify.

• Reminders at the day marks you choose — WhatsApp from your own number, or a wa.me link when it is not connected
• An approved registration creates the licence row and the GSTIN / TAN / IEC number on the client by itself; DSCs are read from DSC & Vault, not typed twice
• The document checklist goes out through the usual request link; the client sees every stage on the portal

Income-tax refunds move through filed, processed u/s 143(1), refund determined, set off against a demand, credited — with failed credits and reissue requests. GST refunds follow RFD-01 to RFD-05, with the deficiency memo restarting the clock. Each refund has a follow-up log, a next follow-up date, ageing in days and what is still awaited. A row opens by itself when a return in Tax Computation is filed with a refund. There is no portal connection: you update the stage from what you see on the department’s site. The 60-day clock and the interest figures are arithmetic on numbers you set — verify them.

• ₹ awaited, the oldest claim and everything stuck beyond 90 days on one screen
• Set-offs against old demands are shown separately so someone checks the demand
• “My refunds” in the client portal, in plain words; the client confirms when the money reaches the bank

For each client, a vendor list with the MSME status from the Udyam certificate (micro, small, medium, not registered, not known), the trader flag and whether there is a written agreement. Bills come from the client’s books in the Accounting app or from a bill-wise creditor list in Excel. Rules work out the pay-by date, the bills beyond time, the amount disallowed if still unpaid on 31 March, the year it becomes allowable, and interest under section 16 of the MSMED Act. No AI; every period and rate is a setting you verify.

• Pay-by date for every bill: the agreed days up to 45, or 15 with no written agreement
• Year-end working with the tax effect, a Form 3CD working (clauses 22 and 26) and the MSME Form 1 list for companies
• Ask vendors for their Udyam certificate by WhatsApp or a printed letter; tell the client which bills to pay first

For trusts, societies and section 8 companies: 12A/12AB, 80G and FCRA registrations with their validity and the renewal date six months before expiry, CSR-1 and NGO Darpan numbers, and a yearly checklist — audit report in Form 10B or 10BB, ITR-7, Form 10BD and 10BE, Form 9A / Form 10 and FC-4 — pushed into the Compliance calendar. The 10B / 10BB choice is a rule on income, foreign contribution and application outside India. The 85% working shows income, the amount to apply, what was applied, deemed application, accumulation and the shortfall, with a printable page. Rules only, no AI; every period and threshold is marked to verify, and you file on the department’s portal.

• Donor register per year with a CSV in the Form 10BD column order — verify the layout before upload
• Renewals overdue and trusts short of 85% are counted on the first screen

One engagement per branch — appointment letter, visit dates, team and branch contacts. The LFAR is a checklist you answer question by question with remarks, the large advances and NPAs are listed with the bank’s classification next to yours, and every account you classify differently becomes a line in the memorandum of changes with its working: outstanding, security, days past due and the provision short. Certificates and the documents asked from the branch are ticked off as they come, and a partner signs off and records the UDIN. Nothing connects to the bank or the RBI — it is your working file and a printable report pack.

• LFAR questions, the certificate list and provisioning rates are your firm’s own checklists — edit them and verify against the bank’s current LFAR format and the RBI norms in force
• A branch is not added to your client list and is not billed as a client; the pending document list goes to the branch manager from your own WhatsApp or email
• Read-only after sign-off, with a report pack index you can print for the central statutory auditors