If any of these sound familiar, ReadyBooks was built for you.
Each client has different GST registrations and return work. Checking supported return status one by one makes monthly follow-up harder.
Junior staff enter data but need supervision. Without access controls, mistakes can go unnoticed until filing time.
Chasing clients for invoices, bank statements, and purchase bills. Reconciling data received in WhatsApp photos and email attachments.
Clients want to move to the cloud but need a reviewable path for supported Tally XML data and opening balances.
ReadyBooks gives your firm a single platform to manage authorised client books. Switch between books, delegate data entry to articled clerks with controlled access, and prepare GST reports for review and download without leaving the client workspace.
Import supported Tally XML data — parties, items, invoices, and opening balances — then review the imported books before posting. Unsupported structures may require separate manual setup.
Every feature designed for multi-client, multi-user CA workflows.
Switch between authorised client books from one workspace. Each book has its own users, settings, and GST configuration within the selected context.
Add articled clerks with scoped permissions. They enter data, while partners review supported activity records with user and timestamp details.
Prepare supported GSTR-1 and GSTR-3B sections from authorised client books. Download JSON and Excel review exports, then complete the GST portal handoff manually.
Import supported Tally XML data for parties, items, invoices, and opening balances, then review the imported books before posting.
Use supported assistant context to locate work and review portfolio information, then verify answers against the client books and source records.
Review per-client P&L, balance sheet, trial balance, current ageing, and supported GST reports. Export supported reports as PDF for review.
Keep authorised client books, review tasks, and supported return work in one browser workspace instead of juggling separate tools and threads.
Junior staff get scoped access to enter data. Seniors review supported activity records and approve work where the workflow provides it.
ReadyBooks prepares supported GSTR-1 and GSTR-3B sections from authorised client books. Review the reports, download GSTN-format JSON plus an Excel review workbook, upload the JSON, and complete GST portal validation, payment, and filing manually.
Import supported Tally XML data with parties, items, invoices, and opening balances, then verify the resulting books before posting.
Review the current plan limits, included businesses, and seats on the pricing page. Larger firms can evaluate the plan that fits their client-book workflow.
Whether you are a sole practitioner or a larger firm, choose a plan based on the current businesses, seats, and workflow limits published for your account.