Your CA practice.
Clients. Filings. Your brand.
Your chartered accountancy & tax consulting practice portal and client website. Replace scattered WhatsApp chats, lost Drive links, and missed filing penalties with a unified practice OS: encrypted client tax document vault, GSTR/ITR/TDS compliance calendar, automated document reminders, and professional fee invoicing.
- Live in 24 hours — guaranteed
- Cards & local gateways
- Unified Multi-Carrier Logistics
- Wildcard SSL
- Built for every market
Your chartered accountancy & tax consulting practice portal and client website.
Protect client confidentiality, project partner authority, and eliminate deadline scrambles. Relaycial launches a dedicated practice OS under your firm name: client tax document vault, statutory filings calendar, automated document nudges, and professional fee invoices — with your firm branding front and center.
Clients log in directly on your custom domain (e.g. myfirm.ca.in) to review computations and download ITR-V acknowledgments. They never see generic tax-software branding.
Need counter GST bills for a retail store? See Billing Management. Need general SMB sales pipelines? See CRM for Businesses. This page is purpose-built for CA & Tax Practice OS — client tax vaults, compliance calendars, and fee invoicing.
Tax document vault. Compliance calendar. Automated reminders.
Everything required to run an orderly, high-trust tax advisory practice: client vaults organized by Assessment Year, statutory filing calendars with real-time status stages, automated WhatsApp reminders, and professional fee billing.
Your practice site, your name
Fully white-label — your chartered accountancy or tax consulting firm name, logo, and look on both your practice desk and client-facing portal. Clients see your firm brand, not a generic tax software logo.
Your own practice domain
Start instantly on a secure subdomain with SSL, then point myfirm.ca.in (or your own custom domain) so corporate clients and taxpayers bookmark your practice portal — not an aggregator directory.
Client vault
Every client’s PAN, GSTIN, contacts, assessment records, and engagement notes in one calm, encrypted card — stop hunting through WhatsApp folders.
Filings calendar
GSTR-1, GSTR-3B, ITR, TDS, and ROC statutory due dates on one radar — automated reminders before the scramble, not after the penalty notice.
Document vault
ITRs, Computation sheets, Form 16s, AIS summaries, and audit reports filed per client and AY — shareable instantly, encrypted always.
Practice invoices
Professional fee bills and retainer notes under your firm name with SAC codes & UPI QR — professional invoices clients respect and pay promptly.
Client Tax Document Vault
Secure, structured repository organized by Assessment Year (AY 2026-27, 2025-26) and Financial Year. Categorize Form 16/16A, AIS/TIS statements, 26AS, Bank Statements, GST Purchase/Sales Registers, DSC expiry logs, and Audit Reports.
- Per-client folders for ITR, GST, TDS, Audit & MCA filings
- Client portal upload links — no compressed WhatsApp images
- Digital Signature (DSC) validity tracker with expiry alerts
- Instant PAN / GSTIN / Trade Name search across client records
GSTR / ITR / TDS Filing Compliance Calendar
Centralized compliance schedule for GSTR-1, GSTR-3B, GSTR-9/9C, ITR-1 to ITR-7, Tax Audit (Sec 44AB), TDS Quarters (24Q, 26Q, 27Q), and Advance Tax. Track real-time progress stages client-by-client to eliminate last-minute deadline panic.
- Multi-stage status: Docs Requested → Verified → Computation Ready → Filed
- Color-coded deadline radar with days remaining countdown
- Section 234F & GST late fee penalty avoidance alerts
- Workload distribution & task assignment across articled staff
Automated Client Document Request Reminders
Automated, 1-click WhatsApp and Email reminders with personalized secure upload links. Send return-specific checklists (Form 16, Capital Gains, 80C proofs, Bank PDFs) so clients submit papers early without endless phone calls.
- Smart document checklist per filing (ITR, GST, Audit, TDS)
- 1-click magic upload link for clients — no app installation needed
- Auto-updates filing stage to "Docs Received" upon upload
- Scheduled reminder sequences (7 days, 3 days, 24 hours before due date)
Client Professional Fee Invoicing
Built-in professional billing for CA firms: monthly/quarterly GST retainers, annual audit fees, ITR computation charges, and advisory fee notes. Generate compliant GST tax invoices with SAC codes (998222/998231) and UPI payment QR.
- Compliant CA fee invoices with SAC codes & firm letterhead
- Embedded UPI QR code & payment link on every bill
- Client ledger balance, unbilled work, and overdue tracking
- Recurring retainer schedules for monthly GST & accounting retainers
Role-Based Articled Assistant Management
Assign clients and filing tasks to Articled Assistants and Paid Staff with granular access permissions. Senior partners review computations, approve return acknowledgments, and monitor office throughput in real time.
- Role permissions: Managing Partner, Senior CA, Article Assistant
- Mandatory partner sign-off gate before acknowledgment release
- Audit activity trails for document uploads, computations & bills
- Clean desk interface that requires zero complex ERP training
White-Label Practice Portal & Client Website
A sleek, authority-building public practice website showcasing your partners, practice areas (Direct Tax, Indirect Tax, Statutory Audit, Advisory), and consultation inquiries — plus a private client login portal on your custom domain.
- Partnership credentials, ICAI registration & practice sectors
- Private client download hub for ITR-V, Challans & Audit reports
- Direct consultation inquiry capture with PAN/business details
- SSL encrypted on your own custom domain (e.g. myfirm.ca.in)
Live statutory compliance desk.
See exactly which client returns are ready, who is waiting on supporting bank statements, and who is assigned to each filing — without searching WhatsApp threads or paper files.
Statutory Filing Radar · September / October Cycle
| Client & PAN/GSTIN | Filing Type | Statutory Due Date | Workflow Status | Assigned Staff | Action |
|---|---|---|---|---|---|
|
Acme Steel Works Pvt Ltd
24AAACA1234F1Z5 · Corp
|
GSTR-3B
Monthly Return
|
20 Sep · Due in 2 Days | Computation Ready | Rohan M. (Article) | File & Ack → |
|
Apex Logistix LLP
AAHFA9876C · Sec 44AB
|
Tax Audit Form 3CD
AY 2026-27
|
30 Sep · 12 Days Left | Docs Pending (Bank PDF) | Priya S. (Senior CA) | Nudge Client → |
|
Sharma HUF (Dr. K. Sharma)
AAKFS4412B · Individual
|
ITR-2 (Capital Gains)
AY 2026-27
|
31 Oct · 43 Days Left | Client Review Pending | Hardik Desai (Partner) | View Vault → |
|
Zenith Tech Ventures LLP
24AABFZ9918M1Z8 · TDS
|
TDS 26Q (Q2)
Quarterly Deductions
|
31 Oct · 43 Days Left | Filed & Ack Generated | Kavita D. (Staff) | ✓ Billed ₹4,500 |
Assessment Year Tree
Tax records segregated cleanly across AY 2026-27, 2025-26, and earlier years. Instant access during scrutiny assessments.
Automated Client Reminders
Personalized WhatsApp reminders with upload links dispatched at 7-day and 3-day intervals before statutory filing dates.
Practice Fee Invoicing
Generate fee notes and retainer bills with SAC code 998222 / 998231, firm GSTIN, and instant UPI QR payment collection.
Practice vs chaos: The honest tax matrix.
Compare Relaycial CA Practice OS against scattered WhatsApp/Drive folders, missed filing deadline penalties, and legacy desktop-only tax suites.
| Capability / Dimension | Your Relaycial Practice OS | WhatsApp / Google Drive | Desktop-Only Tax Tools |
|---|---|---|---|
|
Client tax document collection & storage
Document Collection & Vault Security
|
Encrypted client vault with AY/FY folders (Form 16, AIS, 26AS, GST registers, DSC logs) with mobile client upload links
|
×
Scattered WhatsApp photos, compressed PDFs, and messy Google Drive links that expire or get lost in personal accounts
|
•
Local Windows folder path per client; no client-facing upload portal, requiring manual email transfers or pen-drives
|
|
Compliance calendar & filing workflow status
Statutory Compliance & Deadline Radar
|
Centralized radar for GSTR-1/3B, ITR-1 to 7, TDS & Audit with real-time stages: Docs Requested → Verified → Computation Ready → Filed
|
×
Sticky notes, memory, and chaotic WhatsApp groups; zero centralized visibility on which client returns are pending
|
•
Offline tax filing forms with basic validation; lacks unified multi-client statutory compliance tracking across the firm
|
|
Automated document request reminders
Client Communication & Reminders
|
Automated, 1-click WhatsApp and Email reminders with personalized return checklists and secure 1-tap upload links
|
×
Manual repetitive phone calls and awkward WhatsApp messaging by staff leading to client fatigue and friction
|
•
Zero communication capability; desktop tax software cannot trigger automated WhatsApp or email reminders to clients
|
|
Professional fee invoicing & retainer tracking
Practice Billing & Fee Collection
|
Built-in CA fee notes, monthly GST retainers, SAC code invoices (998222/998231), UPI QR codes, and client ledger tracking
|
×
Manual MS Word bills or unrecorded payments; forgotten fee bills and endless chasing of bank transfer screenshots
|
•
Separate disconnected billing software or accounting software requiring duplicate client master creation and maintenance
|
|
White-label practice portal & custom domain
Firm Identity & Client Trust
|
100% white-label: your CA firm brand, logo & domain (e.g. myfirm.ca.in) for both internal desk and client document access
|
×
Generic third-party links (Google Drive, WhatsApp) conveying zero technological sophistication to high-value corporate clients
|
•
Desktop software vendor watermarks and branding; no client-facing website or digital portal for your practice
|
|
Cloud access & articled assistant delegation
Team Collaboration & Mobility
|
Cloud-native desk accessible from any browser with role permissions for Managing Partners, Senior CAs, and Articled Assistants
|
×
Files locked on individual phones or personal laptops; total confusion when an article assistant takes study leave
|
•
Tied to a single Windows desktop PC; expensive per-node LAN licenses, physical USB dongles, and manual local backups
|
|
Total cost of ownership
Cost Model & Economics
|
Flat predictable monthly plan from $12/mo with unlimited client vaults, compliance calendar, and zero surprise add-ons
|
×
“Free” tools with massive hidden cost in lost billable partner hours, scattered records, and severe administrative chaos
|
•
Hefty upfront software licenses (₹15,000–₹45,000+) plus mandatory yearly renewal AMCs and paid version upgrades
|
Three steps. Then run filings from your desk.
Instant subdomain in ~60 seconds. Complete branded CA & tax practice workspace live within 24 hours — guaranteed.
-
01
Claim & Brand
Claim your firm handle
Submit your CA / tax practice name. We provision your secure practice desk, configure your firm look, and link your custom domain (myfirm.ca.in).
✓ Instant SSL setup -
02
Import & Setup
Import clients & calendar
Upload your client master with PAN & GSTIN details. The engine auto-generates statutory filing schedules for GSTR, ITR, TDS, and Audit.
✓ Client vault ready -
03
Run & Bill
Run the practice
Trigger automated WhatsApp document nudges, verify uploads in the AY vault, approve computations, and send professional fee invoices.
✓ Live in 24h guaranteed
One transparent plan for your practice.
Showing prices for United States in USD. No per-PC licensing costs, no hidden AMC fees, and 0% GMV fee on your payment gateway keys.
Country & pricing
White-label practice portal · client tax vaults · filing radar
- 100 Clients
- 2 Staff / Article Assistant Logins
- Instant branded subdomain
- Live in 24 hours — guaranteed
- Filings calendar & client vault
- Docs vault & practice invoices
- 1000 Clients
- 10 Staff / Article Assistant Logins
- Your custom domain (apex / subdomain)
- Live in 24 hours — guaranteed
- Filings calendar & client vault
- Docs vault & practice invoices
- Unlimited clients
- 50 Staff / Article Assistant Logins
- Your custom domain (apex / subdomain)
- Live in 24 hours — guaranteed
- Filings calendar & client vault
- Docs vault & practice invoices
- 20 GB encrypted document storage
- Full white-label practice site & portal
- Priority partner support
Skip the WhatsApp folders. Never miss a filing.
Spreadsheets and chat threads break at scale. Your practice OS keeps every client, deadline, document, and invoice under your firm brand.
| Capability | Your Relaycial practice | Excel / WhatsApp / folders |
|---|---|---|
| Client relationship | Yours — firm brand, client vault & portal | Scattered chats & notebooks |
| Cost model | Flat monthly practice plan | Hidden time cost · missed filings penalties |
| Workspace branding | Your firm look · your custom domain | Generic tax logos / Excel tabs |
| Filings calendar | GSTR · ITR · TDS due dates & stage radar | Memory · sticky notes |
| Docs & invoices | AY vault + fee bills with SAC & UPI QR | Drive chaos · forgotten bills |
Modern CA practice online — without Excel chaos or heavy software rollouts.
White-label by default
Your firm name, partners, and credentials on both the practice desk and the client-facing portal. Clients experience your brand — never a generic tax-software logo.
Your custom domain & URL
Launch instantly on a secure subdomain, then connect myfirm.ca.in (or your custom domain) so your practice portal matches your chartered accountancy firm.
Plain practice language
Clients, filings, document vaults, and fee notes written for Indian CA desks — softening cumbersome enterprise IT jargon.
Zero missed filing penalties
Statutory calendar with automated WhatsApp nudges keeps clients submitting papers days ahead, avoiding Sec 234F late fees and GST penalties.
Distinct from retail billing & CRM
Retail POS counters and generic sales funnels live elsewhere — this OS is specifically engineered for professional tax practices and compliance desks.
Live in 24 hours — guaranteed
Instant subdomain with SSL in ~60s, and a hard commitment to have your complete branded practice portal live within 24 hours.
Practitioners who wanted a calm desk — not another generic tax logo.
Illustrative practice highlights from Relaycial marketing case studies (CA firms, tax consultants, GST practitioners).
“Client folders used to live in WhatsApp and a shared Drive. Now every PAN, return, and fee invoice sits under our firm name — with GSTR reminders that actually fire.”
“Filing calendar and client vault finally match how a small practice works. Clients see our brand on the practice site — never a generic tax-software logo.”
“We send professional fee invoices from the same desk that tracks filings. Articled staff pick it up without an enterprise training course.”
Frequently asked questions about Tax Practice OS.
White-label branding, custom domains, document encryption, compliance calendars, and 24-hour setup.
Launch your chartered accountancy & tax consulting practice portal and client website.
White-label practice portal, client tax vaults, statutory filings calendar, automated WhatsApp reminders, and fee invoicing — from $12/mo.
Complementary solutions for your business
Pair CA / Tax Practice OS with these purpose-built companion modules to streamline daily workflows and grow revenue.
Billing Management
Counter-first billing for local shops — GST tax invoices, UPI collect & day-end cash summaries.
CRM for Businesses
Customer cards with interaction history, named pipeline stages & follow-up reminders so deals never slip.
Service Business Website
Service menus, retainer pricing tiers, credibility proof blocks & structured inquiry funnels for agencies & consultants.
Real Estate Broker OS
Property listings with photos & price, buyer inquiry inbox, site visits & white-label broker site.
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Medicine catalog with batch expiry cues, GST counter bills, UPI collect & neighbourhood delivery under your chemist brand.
Business Nurturing
Contact segmentation (regulars vs quiet), festival routines & broadcast reach reports in your shop voice.
CRM for Businesses
Customer cards with interaction history, named pipeline stages & follow-up reminders so deals never slip.
Social Poster Maker
Automated festival templates and recurring brand posts with your logo permanently locked in place.
Real Estate Broker OS
Property listings with photos & price, buyer inquiry inbox, site visits & white-label broker site.
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Showroom catalog with gold/silver purity notes, making charges, gold schemes/EMI & direct WhatsApp inquiries.
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Wedding packages, lead stage pipeline, day-of countdown checklists & vendor coordination on your brand.
Photography Studio OS
Shoot packages, client booking dates, password-protected proofing galleries & high-res photo delivery.
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Vacant/occupied bed allocation board, monthly rent ledger, mess tracking & white-label property site.
Clinic / Doctor Practice OS
Patient cards with visit history, Rx narrative, clinic billing & doctor's white-label website on own domain.
Need a custom vertical or multi-outlet setup?
Talk directly to our product architects for custom business requirements, ERP connections, or private deployments.