Lite
Individual CA/CS Professionals
Essential tools to manage your independent practice efficiently.
Features included
- Client Management
- Document Management
- Task Tracking
- Compliance Calendar
- Basic Reports
- Limited Users
Why Lite?
Our platform is designed from the ground up for modern CA and CS practices to ensure peak efficiency.
CA/CS Specific Workflow
Built strictly around the processes and compliances managed by modern Chartered Accountants and Company Secretaries.
AI Powered Automation
Eliminate repetitive tasks with intelligent automation designed to read documents, track deadlines, and generate insights.
Enterprise Security
Bank-grade encryption ensures all your sensitive client financial data and documents are protected against threats.
Faster Compliance Management
Stay ahead of all deadlines with automated calendars, smart reminders, and instant ROC/GST tracking.
Frequently Asked Questions
Everything you need to know about our Lite plan and billing.
Absolutely. We employ bank-grade 256-bit encryption, routine security audits, and strict role-based access control to ensure your clients' highly sensitive data is always secure.
Yes! We provide seamless migration tools and onboarding assistance to safely transfer your data from Excel, legacy software, or other cloud platforms.
Of course. As your firm grows, you can upgrade your plan at any time. Your billing will be pro-rated accordingly.
Yes, all plans include support. Our Ultimate AI and Enterprise plans come with priority response times and dedicated account managers to assist your firm.
AI features are introduced starting from the Lite AI plan. The Ultimate AI and Enterprise plans contain our most advanced workflow automation and risk detection AI capabilities.
Need a Custom Solution for Your CA/CS Firm?
Get in touch with our enterprise experts to design a perfectly tailored deployment with custom workflows, white-labeling, and dedicated support.