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For CA & accounting firms in India

Every Client, Deadline, and Conversation
In One Place.

Workload, compliance register, client portal, team and client chat, and automation for CA firms in India. Stop running the practice from Excel and WhatsApp.

Book a demoWhat's inside
WorkloadCompliance registerClient portalClient chatTeam chatCollaborationAutomation & integrations

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

Sound familiar?

Nobody knows who is overloaded until a filing is late. Work gets assigned by memory, not capacity.

The compliance register is an Excel sheet. One missed GSTR-3B away from a penalty call.

Chasing clients on WhatsApp for the same bank statement. Again. And the file lands in someone's personal chat.

“Where is this job?” asked ten times a day across email, calls, and three WhatsApp groups.

One place for the work, the deadlines, and the conversations

Seven things CA firms tell us they cannot run from Excel and WhatsApp.

Workload

See who is overloaded before work slips

A live view of every person's open jobs, hours, and due dates. Partners assign work by capacity, spot the article with 46 hours on their plate, and rebalance before the deadline, not after.

  • ✓Workload by person, by week, across every engagement
  • ✓Reassign a job in one click; the client, files, and chat move with it
  • ✓Overloaded and idle staff flagged automatically
See workload on a demo
Team workload
week of 1 Sep4 people
Anil46 / 40 hrs
Priya38 / 40 hrs
Rahul22 / 40 hrs
Meera31 / 40 hrs
Compliance register

A compliance register that updates itself

GSTR-1, GSTR-3B, TDS, advance tax, ITR, and ROC dates are tracked per client from day one. The register shows filed, in progress, and overdue for every client on one screen, and nobody updates a spreadsheet.

  • ✓Every statutory due date, per client, pre-loaded for the Indian calendar
  • ✓Filter by filing, client, owner, or status; export when the partner asks
  • ✓Overdue and at-risk filings surface automatically
See the register on a demo
Compliance register
Aug 2026 · 24 clients92% filed
GSTR-1 · 11 Sep22 / 22 filed
GSTR-3B · 20 Sep18 / 22 filed
TDS deposit · 7 Sep1 overdue
ITR · FY25-269 awaiting docs
Client portal

A client portal your clients actually use

Every client gets their own ClientSpace: a branded portal where they upload documents against your checklist, see the status of their filings, and message your team. They stop calling for updates because the update is already there.

  • ✓Document requests with checklists; uploads land on the right engagement
  • ✓Clients see filing status, invoices, and history without asking
  • ✓Works on the client's phone; no training needed
See the client portal on a demo
Sharma Textiles
client view · ClientSpace2 pending
Bank statements · AugUploaded
Purchase invoicesUpload here
GSTR-3B · AugIn progress
Invoice #1042Paid
Chat with clients

Client conversations attached to the job, not lost in WhatsApp

Message clients from inside the engagement. Questions, files, and approvals stay with the client record, visible to whoever picks up the job next. No more scrolling a personal WhatsApp to find a file from March.

  • ✓Every message linked to a client and engagement
  • ✓Files shared in chat are filed automatically
  • ✓Reminders and follow-ups sent for you until the document arrives
See client chat on a demo
ClientSpace · automatic reminder
"Reminder 2 of 3: purchase invoices for August are still pending for GSTR-3B."
Sharma Textiles · client
"Uploaded now. Can you also share the July computation?"
Priya · your firm
"Received, thanks. Computation attached, GSTR-3B goes out tomorrow ✓"
Chat with your team

Internal chat that lives on the engagement

Discuss a job with the people on it, @mention a reviewer, and keep the thread where the work is. Internal notes stay internal; the client never sees them. When a senior leaves, the conversation stays with the firm.

  • ✓Threads per engagement, with @mentions and notifications
  • ✓Internal-only by default; separate from client chat
  • ✓Searchable history, so context never leaves with staff
See team chat on a demo
Priya @Rahul · internal · GSTR-3B Aug
"Computation attached to the job. Can you review before 3pm?"
Rahul · internal
"Reviewed. ITC on one invoice looks off, left a comment on the file."
Priya · internal
"Fixed and re-uploaded. Marking ready to file ✓"
Collaboration

Tasks, files, reviews, and history on one client record

Each engagement carries its checklist, owner, reviewer, documents, comments, and activity log. Anyone on the team opens the job and sees exactly what has happened and what is next, so nobody waits for a colleague to forward something.

  • ✓Owner and reviewer on every job, with a maker-checker flow
  • ✓Checklists, comments on files, and a full activity log
  • ✓Role-based access, so articles see only what they should
See collaboration on a demo
GSTR-3B · Aug · Sharma Textiles
Owner Priya · Reviewer RahulReview
✓Checklist · 6 of 7 complete
✓Files · 4 documents, 1 comment
↻Review · sent to Rahul, 2:10 pm
↻Activity · 14 events this week
Automation & integrations

Recurring work creates itself. Follow-ups send themselves.

Start an engagement from a template and monthly GST, quarterly TDS, and annual ITR jobs are created and assigned on schedule. Reminders go out until documents arrive. ClientSpace runs alongside the tools you already use.

  • ✓Month-start jobs auto-created for every client on the calendar
  • ✓Reminder sequences by email and WhatsApp, no typing
  • ✓Works alongside Tally and Zoho Books; no double data entry
See automation on a demo
✓Sept GST jobs · auto-created for 22 clients
✓Q2 TDS returns · assigned by workload
↻Bank statements · reminder 2 of 3 sent on WhatsApp
✓Rent agreement · uploaded by client, filed to job
✓Tally · Zoho Books · books stay where they are

Also included, no extra modules

Documents, filed by client and jobLocker for credentialsBusiness Brain AIAt-risk client flagsProposals & contractsTime tracking & billingKnowledge base
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.

Book a demo
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

The old way costs hours, every single week

Excel + WhatsApp vs ClientSpace

Capability
Excel + WhatsApp
ClientSpace
Workload visible per person, per week
✕
✓
Compliance register updated without manual work
✕
✓
Clients upload and check status in their own portal
✕
✓
Client and team chat attached to the engagement
✕
✓
Owner, reviewer, checklist, and files on one job record
✕
✓
Recurring jobs and reminders created automatically
✕
✓
Works alongside Tally and Zoho Books, no double entry
✕
✓

Hear it from the firms using it

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

"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
"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
~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.

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.

Book a demo

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, with no duplicate data entry.
Will my clients actually use a portal?
Clients get a simple link to their own ClientSpace that works on their phone. They see what you need from them, upload it, and check filing status. Most firms find clients prefer it to being chased, because they can see the same status you see.
Can we still use WhatsApp with clients?
Yes. Automatic reminders can go out on WhatsApp and email, and your team can keep using WhatsApp for quick questions. The difference is that requests, documents, and decisions live on the engagement in ClientSpace, so nothing is lost in a personal chat.
How does the workload view work?
Every engagement has an owner and estimated hours. The workload screen totals this per person, per week, so partners can see who is over capacity and reassign work before a deadline is missed.
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 set up your clients, your compliance calendar, and your team's workload on a live screen, so you see exactly how the next cycle would run.

Book a demo

No payment details required

  • ✓30 minutes, on your firm's real workflows
  • ✓Workload, compliance register, client portal, and chat, shown live
  • ✓Exact pricing for your team size
  • ✓No payment details, no obligation
  • ✓Onboarding and support in IST
Book a demo