CA practice management software for Indian firms

A workspace for a CA firm to run many authorised client books from one place: a multi-client dashboard, client onboarding and invites, supported GST return tracking, a private file vault per client, a task queue, a GST return calendar, and supported activity records. You move between client books by switching context, subject to the access granted to your firm account.

You invite a client into the firm’s workspace, and once they accept, the firm can work on that client’s books within the access they have been granted. New and existing businesses can both be brought in, so a firm can onboard a client who already keeps books in ReadyBooks as well as one starting fresh.

Yes. The dashboard and filing tracker give the firm a portfolio view of supported GST return work for authorised client books, so the practice can organise pending and recorded work without opening each client one by one.

A Drive-like, private document store per client for the firm’s own working papers and files. You organise documents in folders, upload them, and download through a signed link so access stays controlled. It keeps a client’s engagement files in one organised place rather than scattered across email and local drives.

The practice has a task queue for client work and a calendar that surfaces supported calculated GST return dates for confirmation, so work is assigned and tracked rather than living in someone’s memory.

Supported activity timeline and login records give the firm visibility into recorded staff actions for client work, which supports review and accountability.

Accounting periods can be locked to prevent changes after close, and when an adjustment is genuinely needed, there is a collaborative period-unlock flow so a change to a closed period is a deliberate, agreed step rather than someone quietly reopening the books. It is built for the back-and-forth between a CA and the client during finalisation.

ReadyBooks applies tenant-scoped authorization and database-enforced row policies as defense in depth. You act on a client by switching into that client’s context, subject to the permissions granted to your firm account.

The CA practice workspace described here is the web product. We are building out the mobile experience for CA workflows, but to stay honest we only market what has shipped — so treat the web workspace as the current home for managing your practice.