CA, Tax & Accounting Practice app
Run your practice's clients, filing calendar, document chasing, reviews and fees, right beside your WhatsApp chats.
Install it from the marketplace inside Scratchboard, then change anything to fit how you work.
Built for
- Chartered accountant (CA) firms
- Tax consultants and tax return preparers
- Bookkeeping and payroll practices
- UAE VAT and Corporate Tax agents
- UK accountants handling VAT, Self Assessment and company filings
- Modules
- 16
- Automations
- 55
- One-click actions
- 55
- Reports
- 17
- WhatsApp templates
- 21
Sound familiar?
The everyday problems the CA, Tax & Accounting Practice app takes off your plate.
Chasing clients for documents
Every month we message each client for invoices, bank statements and payroll data. Half of them send it the day before the deadline.
Deadlines kept in someone's head
GST, TDS, VAT and annual returns for hundreds of clients sit in a spreadsheet. A missed return shows up as a late fee and an unhappy client.
Returns filed without a second check
The person who prepared the return also files it. Nobody can see what is waiting for review, and fees fall overdue while the work goes on.
How it works
From the first message to a finished job, step by step.
- 1
Enquiry and engagement
An enquiry comes in on WhatsApp. Send a fee proposal, then the engagement letter; the client replies ACCEPT to confirm. Onboarding documents are requested in the chat.
- 2
Set up the calendar
Add each registration (GSTIN, TAN, VAT TRN, UTR and so on) and one engagement per registration and service. Filings are generated period by period with their due dates.
- 3
Collect documents
Each filing gets its document checklist. The request goes out on WhatsApp before the due date, with reminders and an escalation if documents are still missing.
- 4
Prepare, review and file
The preparer sends the filing to review. Only the named reviewer, never the preparer, approves it. Marking it filed needs the acknowledgement and locks the filing.
- 5
Tell the client and bill
The client gets the filing confirmation with the cover note, and the tax payable advice. Retainer invoices go out each month with payment reminders.
What's inside
The records the app sets up for you, already linked together, with forms, lists, boards and dashboards.
Clients
Individuals and businesses with country, financial year, preparer, reviewer, manager and partner, risk rating and billing terms.
Registrations
Each tax ID a client holds, such as a GSTIN, TAN, VAT TRN or UTR, with a format check. Tax IDs are hidden from billing staff.
Services and due rules
The filing calendar as data you can edit: 43 services for India, the UAE and the UK, with 38 versioned due rules.
Engagements
One engagement per registration and service, with its frequency. Changing from monthly to quarterly never creates a filing twice.
Filings
One per period, with the statutory due date, a working due date you can extend, the preparer and reviewer, the acknowledgement and the tax payable.
Documents
The documents needed for each filing, from a checklist per service, marked received, verified or rejected.
Notices
Notices from the tax authority with the reply due date, extensions, hearings, the demand amount and partner approval of the reply.
Proposals
New business from enquiry to fee proposal, engagement letter and onboarding, with lost reasons.
Invoices and payments
Monthly retainer and one-off invoices with tax, payments with TDS, receipts and bounces.
Time entries
Time spent per client, billable or not, for the realisation report.
Runs itself
Automations that are switched on when you install the app.
- Filings are generated period by period for every active engagement, each with its statutory due date and document checklist
- Document requests go out before the due date, followed by reminders, a final reminder and an escalation to the team
- Filings that are not ready close to the due date are flagged to the partner, with alerts on the due date and when late
- The client gets the filing confirmation and the tax payable advice, then a tax payment reminder before and on the payment date
- Notice reply reminders 7, 3 and 1 days before and on the due date, with the partner alerted 2 days before
- Monthly retainer invoices, with fee reminders 3 days before, on the due date and after 3 and 7 days; billing and the partner are alerted at 15 days
- A client with fees 60 days overdue is flagged for a work-hold decision; work is never stopped automatically
- Fee proposal follow-ups after 1, 3 and 7 days, until the client replies
- An ACCEPT reply to the engagement letter marks it accepted and asks for the onboarding documents
- Upsell suggestions each month as a report, never sent as a message
From the chat
What your team does without leaving the conversation.
- Send a fee proposal and the engagement letter
- Send a document request or the missing-documents list
- Mark documents received and send a filing to review
- Send the filing confirmation and the tax payable advice
- Log a notice and record payments against invoices
Inside the 24-hour window, messages go out automatically. Outside it, the app uses approved WhatsApp templates, or asks your team to send the message by hand.
Documents, reports and roles
Ready on day one, and yours to change.
Generated from the record and sent on WhatsApp in one click.
- Fee proposal
- Engagement letter
- Document request list
- Filing cover note
- Tax payable advice
- Notice status note
- Compliance summary
- Invoice
- Receipt
For owners and managers, with a ready dashboard.
- Documents still missing, due in 3 days (by preparer)
- Deadline board: due this week by status and preparer
- Filed on time %
- Late filings by client
- Clients causing delays
- Staff workload per preparer and reviewer
- Tasks by reviewer (for offboarding)
- Fees billed against collected
- Work-hold clients (fees overdue)
- Realisation (time per client)
- Upsell opportunities
- New business pipeline and lost reasons
- Open notices
- Lapsed clients (win-back list, opted in)
- ITR and Corporate Tax season list (opted-in clients)
- Shared phones
- Calendar checks (filings with no due rule, overlaps)
Everyone sees only what their job needs.
- Practice PartnerEvery client, filing, notice and invoice. Approves notice replies, decides work holds, ends engagements with open filings and edits the firm's calendar.
- Practice ManagerEvery client, or only their team's. Reassigns work, extends due dates and reviews filings. Reads invoices; no fee edits or hold decisions.
- Practice ReviewerReads every client's filings, documents and notices. Approves or returns the filings they are named on. No billing or fees.
- PreparerOnly their own clients: filings, documents, notices, registrations and enquiries. Fees are read-only; no invoices or payments.
- Practice BillingInvoices, lines and payments for every client. Filings are read-only. No tax IDs, acknowledgements or client documents.
Questions
Common questions about the CA, Tax & Accounting Practice app.
Is this accounting or bookkeeping software?
No. It runs your practice: clients, registrations, the filing calendar, documents, reviews, notices and your own fees. Your clients' books stay in the accounting software you already use.
Does the app file returns with the tax portal?
No. The app records and reminds. It never files with any government portal and never stores portal passwords. Your team files as usual and records the acknowledgement.
Can I rely on the due dates in the calendar?
The calendar is a starting point, not tax advice. Due dates change and authorities announce extensions, so always check them against the official source. You can extend a filing's working due date one by one or in bulk, and edit the services and due rules for your firm.
Which countries does the calendar cover?
India (GST, TDS, ITR, advance tax, ROC, PF and ESI), the UAE (VAT and Corporate Tax) and the UK (VAT, Self Assessment, Corporation Tax, PAYE, CIS and Companies House): 43 services in all. You can add your own.
How are WhatsApp messages sent outside the 24-hour window?
Inside the 24-hour window, messages go out as normal chat replies. Outside it, the app uses its 21 WhatsApp message templates, which are submitted for Meta approval when your workspace is linked to the Team Inbox. The templates are in English. Until a template is approved, the preparer is asked to send that message by hand.
Can preparers see every client?
No. Preparers see only their own clients. Tax IDs are hidden from billing staff. When someone leaves, their clients and filings can be reassigned in bulk.
Can I change the services, checklists or messages?
Yes. Everything the app installs can be edited with the visual builders or by asking the AI Builder, for example to add a service with its own document checklist or change when reminders go out.
Works well with
Other apps businesses like yours install alongside it.
Ready to try the CA, Tax & Accounting Practice app?
Start a 7-day free trial and install the CA, Tax & Accounting Practice app, or book a demo and we'll walk you through it.