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For CA & accounting firms in India

Run Your Practice
Without the Chasing.

ClientSpace tracks every client, engagement, and deadline automatically, so your team spends the week filing and advising instead of chasing, tracking, and searching.

Trusted by 500+ professional-services firms
30-minute demo · No payment details · No obligation

Built for firms like
Saarvith & Co., Chartered Accountants
Vantara Associates, Chartered Accountants
ArthPath & Co., Chartered Accountants
Veridan & Co., Chartered Accountants

Everything You Need to Run a Practice Without the Chaos

Compliance

Zero hours updating trackers

GST, TDS, ITR, and ROC dates tracked per client, with overdue work surfaced automatically.

Workflows

Month-start setup, already done

Start an engagement from a template and the recurring work creates itself.

Engagements

Every job, one live status

Active engagements, what is at risk, and what is awaiting review, on one screen.

Requests

Follow-ups without the phone calls

Request a document from a client and reminders do the chasing for you.

Clients

A ClientSpace for every client

Give clients portal access so they self-serve instead of emailing for updates.

Documents

No more hunting for files

Every file lives with its client and engagement, searchable in seconds.

Locker

Sensitive documents, locked down

Credentials and confidential files kept separate, with controlled access.

Business Brain

Ask instead of searching

AI answers on your firm's own clients, engagements, and history.

Risks

Know what slips before it does

At-risk clients and overdue work flagged early, not discovered late.

Proposals & contracts

Win work without the retyping

Draft proposals and contracts from the client record you already have.

Time & tasks

Recover hours you forgot to bill

Track time against real engagements so nothing goes unbilled at month-end.

Knowledge base

Handover in an afternoon

Firm knowledge written down once, so it does not leave when staff do.

Time-back calculator

How much of your week goes to work that isn't work?

Chasing documents, updating trackers, answering "where is this job?". None of it is billable, and all of it is automatable.

Time-back calculator
4 hours / week
TIME BACK

Estimate your firm's reclaimed hours

Across 8 people and 60 clients

83 hours / month

That is roughly 125 working days back every year.

Illustrative estimate from your inputs, not customer averages.

See it on your own clients. A 30-minute demo, built around your firm's workflows.

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Sound familiar?

Deadlines tracked in Excel, one missed GSTR filing away from a penalty call.

Chasing clients on WhatsApp for the same bank statement. Again.

Client history lives in one person's head. Staff leaves, knowledge leaves.

“Where is this job?”, asked ten times a day, answered from memory.

Built for Indian compliance

Made for the filing calendar you actually work to.

GSTR-1, GSTR-3B, TDS, advance tax, ITR, and ROC deadlines are built in, not something you configure. Your team starts the month with the work already created and assigned.

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GSTR-3B · 22 clients18 filed
GSTR-3B · remaining3 in progress
Malhotra TradersAt risk · AI flag
TDS payment · SepScheduled
6 filings
tracked per client
Auto
created each cycle
IST
support hours

Your time back, three ways

Stop answering "where is this job?" all day

The status of every filing is on screen before anyone asks. Due dates fill themselves in, and AI flags at-risk work early. Partner reviews shrink from an hour of status-chasing to minutes of actual decisions.

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Partner review
before ClientSpace
60 min
Partner review
with ClientSpace
8 min
Status questions per day10 → 0

Let software do the chasing

Reminders go out until the documents arrive, without anyone typing them. Monthly GST, quarterly TDS, and annual ITR jobs create themselves on schedule, and AI drafts the follow-ups. Chase-call hours go back into billable work.

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Bank statements · July · uploaded by client
Purchase invoices · reminder 2 of 3 sent
Rent agreement copy · reminder scheduled
Sept GST jobs · auto-created for 22 clients

Find any answer in seconds, not scrolls

Chat, tasks, documents, and history sit on one shared client record, so nobody waits on a colleague to forward something. Ask Business Brain a question about any client and get the answer, and when staff leave, the knowledge base means handover takes an afternoon instead of a month.

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Sharma Textiles · client request
"Please share the July GST computation for review."
Priya @Rahul
"Computation attached to the job. Can you review before 3pm?"
Rahul
"Reviewed and replied to client. Marking ready to file ✓"

Inside ClientSpace

Compliance

Every statutory date tracked per client.

Requests

Clients upload against checklists on their own.

Engagements

Live status on every job your firm is running.

Business Brain

AI answers on your firm's own client history.

The old way costs hours, every single week

Excel + WhatsApp vs ClientSpace

Capability
Excel + WhatsApp
ClientSpace
Deadlines tracked with zero manual work
Follow-ups sent while your team sleeps
Clients self-serve instead of emailing for updates
At-risk work flagged before the deadline slips
Forgotten billable hours recovered
No duplicate data entry alongside Tally

Hear it from the firms using it

Real customers on what changed once the busywork moved to PYNGYN.

Customer story
"We finally see whether an engagement is profitable while it's running, not after the invoice. We price and staff client work completely differently now."
Partner, advisory firm
"Clients open their own Clientspace and see exactly where things stand without emailing us. Our partner review stopped being a status-chasing meeting."
Managing Partner, accounting firm
"Internal work and client work finally live in one place. When a senior leaves, five years of client context doesn't walk out the door with them."
Operations lead, consulting firm
~35%

of billable time typically lost to coordination

~7 hrs

a week back per person, at a conservative win-back

~38 days

of billable time back per person each year

Illustrative figures from the PYNGYN ROI calculator using default assumptions, not customer averages.

Up and running in days, not months

1

Book a 30-min demo

See ClientSpace on your firm's own workflows: GST, TDS, ITR, and everything in between.

2

We set you up

We import your clients and configure your recurring compliance workflows with you.

3

Your team goes live

Onboarding and support in IST, including WhatsApp support when you need a quick answer.

Simple enough for articles. Powerful enough for partners.

Your team is live in days, starting with just clients, jobs, and due dates. Add automation, budgets, and reports when you're ready.

Your clients' data, protected

Encrypted in transit & at restRole-based access controlSOC 2 alignedDaily backups

Read the privacy policy for the full details.

Questions partners ask us

Do I need to leave Tally or Zoho Books?
No. ClientSpace manages your practice: clients, engagements, deadlines, documents, and staff. Your accounting software keeps managing the books. They work side by side.
Will my staff actually use it?
ClientSpace is designed for teams used to WhatsApp and Excel. Most firms start with just clients, jobs, and due dates, and are live within a week. Automation and reports come later, when you're ready.
Is my clients' data safe?
Data is encrypted in transit and at rest, backed up daily, and protected by role-based access, so every staff member sees only what they should. Details are in the privacy policy.
What does it cost?
Plans are built for Indian firms and depend on team size. We'll walk you through exact pricing on the demo. No surprises, and no payment details needed to book.
What happens on the demo?
A 30-minute screen-share built around your firm's workflows. You'll see how your GST, TDS, and ITR work would run in ClientSpace, ask anything, and leave with a clear picture, with no obligation.
Can I get support in India?
Yes. Onboarding and support run in IST, and that includes WhatsApp support for quick questions during your working day.

Your next filing season
starts calmer.

Give us 30 minutes and we'll show you, on your own workflows, exactly where the hours come back.

Book a demo

No payment details required

  • 30 minutes, on your firm's real workflows
  • Exact pricing for your team size
  • No payment details, no obligation
  • Onboarding and support in IST
Book a demo