What BusinessMates does for your practice
Built around how an Indian CA firm actually runs a month: statutory dates, documents from clients, and a team that needs to know what is theirs.
For your firm
A task board for the whole firm
Every piece of work is a card: statutory filings, recurring jobs and one-off tasks. Move it from To do to Done on a board, or see it as a list, a week or a month.
- Board, list, week and month views
- Checklists on every task
- Comments with @mentions
- A reviewer must approve before work is marked done
Recurring work that creates itself
Each client’s GSTR-1, GSTR-3B, TDS, ITR, tax audit and ROC filings appear every month from the services you provide them. Add your own repeating jobs too, like bookkeeping close or payroll, and they arrive ahead of their due date.
- Monthly, quarterly, half-yearly and yearly
- Follows the April–March financial year
- Assignee, reviewer and checklist copied each time
- Edit any due date the department extends
Logins, DSCs and renewals in one register
Keep clients’ GST, income tax, TRACES and MCA logins in an encrypted vault instead of a spreadsheet. Know where every DSC token is and when it, or a licence, needs renewing.
- Passwords encrypted; every view recorded
- DSC in and out register
- FSSAI, trade licence, shop act and insurance renewals
- Alerts 30, 7 and 1 day before expiry
Reminders on WhatsApp and email
Clients are reminded about documents you have asked for and registrations about to lapse, without anyone in your office chasing them. You choose the timing.
- Automatic, every morning
- Message all clients or a chosen few
- Delivery and read status for WhatsApp
- A morning digest for each team member
Document requests and leads
Ask for exactly what a filing needs and review what comes back. Track new enquiries on a leads board and turn a won lead into a client in one step.
- Requests tied to the task they are for
- Accept or send back with a reason
- Leads by stage with expected fees
- Contact persons for every client
For your clients
- Their own dashboard
- Pending documents, upcoming deadlines, and GST, ITR and TDS status at a glance.
- Upload from the phone
- Photograph a bill or attach a PDF. No app to install.
- Know when it’s filed
- A notification with the acknowledgement number when you file their return.
- Only their data
- Each login sees one client’s records, nothing else.
Coming next
We are building these with the firms using BusinessMates today. Tell us which matters most to you.
- Invoices and payment links
- Attendance and time logs
- Search inside documents
- An assistant that reads uploads and spots missing documents
- Import from Tally and Zoho Books