Pre-Configured CA Firm Workflows.
From Enquiry to Completion.

Inquiry intake & promoter discussion

PAN, Aadhaar, Proof of Address & NOC collection

RUN Part A name filing & object drafting

Article clerk prepares SPICe+ Part B, MOA, AOA & AGILE

Partner DSC check & legal verification

MCA COI, PAN, TAN & EPFO/ESIC generated

SAC 998231 professional fee invoice

Settlement via UPI QR / direct bank link

Client business turnover / voluntary intake

Rent agreement, electricity bill, cancelled cheque

Draft REG-01 application & promoter KYC tagging

Staff performs Aadhaar OTP authentication

Partner review of HSN/SAC business activity codes

ARN generated & REG-06 GSTIN certificate issued

Registration fee invoice dispatched

1-click UPI QR receipt & portal delivery

Annual return roll-forward from previous assessment year

Form 16/16A, bank statements, capital gains P&L, AIS/TIS

Income computation & deduction optimization (80C, 80D, etc.)

Article assistant drafts computation sheets

Senior tax partner verification & tax advice

JSON filing on ITD portal & ITR-V generation

Tax advisory & filing fee invoice

Payment link shared via WhatsApp

Annual AGM and balance sheet finalization notice

Audited financial statements, Director's report, Board resolutions

XBRL mapping and preparation of AOC-4 & MGT-7 forms

Secretarial team prepares DIR-3 KYC updates

Practicing CA / CS sign-off & digital token authentication

MCA SRN receipt issued & compliance certificate delivered

ROC statutory & professional fee billing

Automated reconciliation with MCA challans

Retainer client monthly data request alert

Sales registers, purchase registers & e-way bills collected

2B automated reconciliation & ITC mismatch detection

Staff prepares GSTR-1 and GSTR-3B draft

Partner approves ITC claims & tax liability challans

Filing ARN generated & compliance proof archived

Monthly recurring retainer invoice

Auto-debit / UPI QR payment realization

Monthly accounting schedule triggered

Bank statements, vendor bills & sales vouchers ingested

Transaction categorization & bank reconciliation

Junior accountant records entries in client books

Senior accountant reviews Trial Balance & P&L

Monthly MIS report uploaded to Client Portal

Monthly retainer billing generated

Direct settlement sync

DSC issuance or expiration renewal alert

PAN, Aadhaar & video recording verification

Certifying Authority (eMudhra/Capricorn) application

Staff assists client with video KYC verification

Approval & cryptographic token download

Physical USB token dispatched or Cloud DSC linked

DSC fee invoice with SAC code

Instant payment collection via UPI

Signed engagement letter & scope confirmation

Full statutory dossier (PAN, GSTIN, CIN, IEC, MSME)

Create permanent entity profile & director contacts

Assign dedicated partner, manager, and article assistants

Partner verification of compliance calendar setup

Branded Client Portal login credentials dispatched

Initial onboarding / retainer advance invoice

Receipt auto-logged into client ledger

Compliance calendar auto-generates monthly tickets

Document collection checklist sent via WhatsApp

Statutory deadline countdown timer initiated

Article assistants execute reconciliation work

Manager & partner verification gates

Statutory challan generated & filing proofs saved

Consolidated monthly billing

Automated ledger reconciliation