Invite your Chartered Accountant

Add your CA as a read-only workspace member. They see everything they need to file — nothing they can accidentally change.

Your Chartered Accountant needs to see your books to file your returns. Finocket has a first-class CA role: read-only workspace access, so they review and export everything — invoices, statements, GST workings, TDS — but can never accidentally change a thing.

Invite your CA

Open Profile → Team.
Tap Invite member and enter their email (phone optional).
Pick the role: Accountant / CA (read-only) — or Assistant (read + write) for a staff member who books entries.
Send. The next time your CA signs in with that email, they're automatically added to your workspace.

What your CA sees

Signed in, they land on their Portfolio dashboard — one card per client workspace they've been invited to, showing the client's name and GSTIN, total outstanding, the last GSTR-8 reconciliation snapshot with a clean/diff badge, and the next GSTR-1 and GSTR-3B due dates. Open workspace switches them into that client's books; to change client they return to the portfolio and pick another card.

Inside your workspace every screen carries a Read only banner: the Add button is hidden and write actions are hidden or disabled. The same rule is enforced at the database level — even a direct API call couldn't change your data. Accountant mode also shows Tally-style labels on reports, so the screens read like the books they know.

What they can do

Review every invoice, payment and expense — including PDF renderings.
Open every report: Day Book, Cashbook, Outstanding, client ledgers, trial balance, P&L, balance sheet, GSTR-1/3B/8/9 workings, ITC summary, TDS summary.
Download every export as CSV, PDF or Tally XML.
Raise a support request tagged to your workspace.

If your CA doesn't want another login

The Hand-to-CA ZIP gives them one archive for any period: every invoice PDF, statements per client, Day Book, GSTR-1 and 3B for each month, the Tally XML, and a README describing what's inside. Share it by WhatsApp or email.

Frequently asked questions

How do I send my accounts data to my CA?

Two ways: invite them read-only (they log in and see everything live) or send the Hand-to-CA ZIP — one archive with invoice PDFs, statements, Day Book, GST returns and Tally XML for the period. Most businesses do both: live access monthly, the ZIP at year-end.

What reports does my CA need for ITR filing?

Typically the P&L and balance sheet, trial balance, bank details, the TDS summary (to match Form 26AS), and GST returns for turnover reconciliation. All of these are in Finocket's Reports and the Hand-to-CA bundle.

Is there an app my accountant can also log in to?

Yes — Finocket's Accountant/CA role gives your accountant their own login with read-only access to your workspace, and a portfolio dashboard if they serve multiple Finocket clients.

Can my CA accidentally change my entries?

No. The CA role is read-only end to end — write buttons are hidden or disabled, and the database enforces the same restriction server-side.

Can one CA handle several businesses on Finocket?

Yes — each client invite adds a card to their portfolio dashboard, with outstanding, GST due dates and reconciliation status per client, and one-tap switching between workspaces.

Budgets & ratio analysis

Read your books like an analyst: standard financial ratios (profitability, liquidity, leverage, efficiency) and a budget-vs-actual comparison, both from your double-entry books.

Scheduled report emails

Put any report on autopilot: email Receivables ageing, Payables ageing or Financial ratios as a PDF or CSV on a daily, weekly or monthly schedule — the same numbers you see on screen, delivered to your inbox.

Closing stock & cost of goods sold in your accounts

Fold inventory into your final accounts: closing stock on the balance sheet and cost of goods sold / gross profit on the P&L, at weighted-average cost — a presentation overlay that keeps the sheet balanced.