Every feature mapped to a real CA-firm workflow.
See supported GST return status and pending work across the client books you are authorised to access. Switch between client books from one workspace without separate logins.
Add articled clerks with scoped data-entry access. Partners review and approve, while supported activity records retain user and timestamp details for review.
Prepare supported GSTR-1 and GSTR-3B sections from each client’s books, download GSTN-format JSON for manual portal upload plus an Excel review workbook, then complete GST portal validation, payment, and filing. Record the filing date, ARN, and acknowledgement or evidence in ReadyBooks.
Import supported Tally XML data for parties, items, invoices, and opening balances, then review the imported books before posting them.
Review per-client P&L, balance sheet, trial balance, and current ageing reports. Export supported reports as PDF for review.
Download supported report PDFs for client review and working-paper workflows. Branding and final professional sign-off remain with your firm.
The pain points every CA firm knows by heart.
Use one authorised workspace to move between client books in your browser without separate logins for each client.
Articled clerks prepare the return data, partners review the Excel working papers, and the filing record keeps the portal date, ARN, and acknowledgement or evidence with the client’s books.
Bring supported Tally XML data into a reviewable import flow, then verify the resulting books before posting.
Supported activity records show who performed an action and when, giving partners a practical review trail for client work.
ReadyBooks.ai's CA-firm workflow is shaped around recurring practice needs: switching between authorised client books, articled-clerk supervision, supported GST return handoff, and reviewable Tally XML import.
The result is an accounting platform that maps to the way Indian CA firms work, with multi-client access, scoped articled-clerk roles, supported GST return preparation, and a review-first import path.
For supported GST returns, articled clerks prepare source data, the partner reviews the figures and working paper, and the firm uses the tracker to organise the remaining work across authorised client books.
For each client, the partner reviews the return figures and the Excel working paper, downloads the GSTN-format JSON, and uploads the JSON through the GST portal. Complete portal validation, payment, and filing, then record the filing date, ARN, and acknowledgement or evidence in ReadyBooks. The same handoff applies to GSTR-3B.
ReadyBooks keeps the books, return preparation, review workbook, export artifact, and portal-filing evidence connected without claiming that it submits returns to GSTN or files them in bulk.
Articled clerks (and increasingly junior CAs) do the bulk of data entry in Indian CA firms — recording invoices, capturing bank statements, reconciling petty cash, marking payments. The risk is twofold: (a) they accidentally edit a finalised entry, breaking the books retroactively, and (b) they see client P&L or GST details they shouldn't (confidentiality + maturity issues).
ReadyBooks.ai role-based access includes standard firm roles and scoped permissions. Clerk access can be limited to supported current-period data entry, while partners review the activity records available for the workspace with user and timestamp context.
Custom roles are available on the Pro plan for firms that want finer-grained permissions — for example, a "GST Junior" role that can prepare GSTR-1 but not file, or a "Bank Reconciliation" role that only sees the bank ledger.
The Tally migration importer supports XML export data for selected masters and opening balances. Review the imported data and complete any client-specific setup before posting.
Payroll history, custom TDL extensions, and unsupported Tally structures may require separate manual setup; the review step is the source of truth before books go live.
Articled clerks prepare each client’s return data; the CA reviews the Excel working paper, uploads JSON on the GST portal, then records the portal date, ARN, and acknowledgement or evidence in ReadyBooks.
Clerk access can be limited to current-period entry. Supported activity records give the partner user and timestamp context for review without relying on a separate ledger search.
Add a client to the multi-client workspace, use the supported Tally XML import where applicable, and give staff the scoped access needed for review.