Stop chasing clients for data at year-end. A read-only login to every client’s books, exceptions flagged before they become notices, and a Hand-to-CA file your Tally imports directly — Finocket treats the CA as a first-class user, free.
Your first day
- Accept a client’s invite — one login, every client workspace, read-only by design.
- Pull the Tally handoff — masters and vouchers in import order, with a pre-import checklist.
- Drill the statements — any TB, P&L or Balance Sheet line opens its ledger and source document.
Your rhythm
Weekly — open the portfolio, spot exceptions (the Exception report gathers negative balances, long-overdue bills and drifting statuses on one screen). Monthly — pull each client’s GSTR workings and TDS workbooks; the 26Q and 16A working papers arrive computed. Yearly — GSTR-9, the audit-trail export (every edit permanently logged), and the final Tally XML for your own filing workflow.
The screens you’ll live in
- CA portfolio · Statements & ledgers · Hand-to-CA
- GST · 2B / IMS · Partner statements (you execute the payouts)