For Chartered Accountant firms in India
Every client’s GST, TDS and income tax deadline, in one ledger.
BusinessMates creates each month’s filings for every client, collects their documents through a simple portal, and shows your team what is late and what is due this week.
No card needed. Your data stays yours, and you can export it any time.
Two portals. One firm working with its clients.
For your firm
- A dashboard of late filings, documents to review and each person’s workload
- GSTR-1, GSTR-3B, TDS, ITR, tax audit and ROC filings created from each client’s services
- Assign work, track status, record ARN and acknowledgement numbers
- Every client’s history in one place
For your clients
- A simple home screen: pending documents, upcoming deadlines, GST, ITR and TDS status
- Upload invoices and statements straight from their phone
- Know when a return is filed, with the acknowledgement number
- Works like an app on any phone, nothing to install
How a month runs
- Step 1
Add your clients once
PAN, GSTIN, TAN, entity type and the services you provide. Give each client a portal login.
- Step 2
Create the month’s filings
One click adds every return that falls due, with the standard dates. Edit any the department extends.
- Step 3
Collect, file, close
Request documents, review uploads, file, and mark it done. The client sees it the moment you do.
Compliance calendar
List and month views of every filing, with late work in red and the week ahead in saffron.
Document requests
Ask for exactly what you need. Accept uploads or send them back with a note.
Team workload
See who has what, reassign in a click, and keep nothing unowned.
Notifications
Clients hear when you need something or file something. You hear when they upload.
Phone first
Both portals work on any phone. Clients add it to their home screen like an app.
Private by design
Each client sees only their own records. Every action is logged.
Set up your firm this afternoon.
Free for 30 days. Bring your client list; we can help you import it.