Everything your CA office runs on

FirmSaathi brings compliance work, client documents, communication and billing together, so the whole team works from the same facts.

Compliance tasks

Every return for every client on one board, with due dates that update themselves when an extension is notified.

A filing grid for every GSTIN, kept in sync with the GST portal, plus GSTR-2B reconciliation.

Collect documents with a link and a PIN, and give clients a simple portal for tasks and invoices.

Documents filed by client, year and period; auto-unlock for PDFs; an encrypted credentials vault.

Automatic WhatsApp reminders and a shared inbox, on FirmSaathi's number or your own.

GST invoices for your fees, payment links, automatic reminders and receipts.

DSC, UDIN, tax-audit limit, expiries and the in/out register, with reminders.

One central due-date master. Extensions are checked twice and applied to your tasks.

Purchase register against 2B in minutes, with the differences ready to send.

Turn bank statement PDFs into Tally vouchers (add-on).

Every income-tax and GST notice with its reply date, so none goes unanswered.

Client portal logins encrypted field by field, with every view logged.

The app and the client portal in English and Hindi.

30-day free trial of the Firm plan. No card needed.