Client work,
organised without the chaos.
One workspace to log additional service requests, track their progress from Requested → Completed, and see exactly how much billing is still pending — no more Excel sheets or WhatsApp threads.
Trusted by growing practices across India
Everything the additional-services workflow needs. Nothing it doesn’t.
Deliberately focused on one job: turning ad-hoc client requests into tracked, billable work you can actually see.
Client register
Every client in one place with contact details, status, and a full activity timeline that writes itself.
Service requests
Log additional work and move it Requested → In Progress → Completed. Every change is recorded.
Billing visibility
See completed work that's still unbilled and the additional revenue you've generated.
Instant ⌘K search
Jump to any client or request — keyboard-first, the way CAs actually work.
Firm-isolated by design
Multi-tenant, scoped server-side. Your firm's data is never visible to another.
This month at a glance
Completed, revenue booked, and pending billing for the current month, front and centre.
Four questions, answered instantly.
The dashboard exists to answer the questions every CA partner should be able to answer without opening a spreadsheet.
What additional services has this client requested?
Which requests are still incomplete?
Which completed services are pending billing?
How much additional revenue was generated?
From request to revenue in four steps.
Add the client
Register the client once. Contact details, notes, and status.
Log the request
Capture each additional service with an estimated fee and request date.
Track to completion
Update status as work progresses — the timeline writes itself.
See what's billable
Completed-but-unbilled work surfaces instantly on the dashboard.
Firms that stopped chasing spreadsheets.
“Every partner meeting used to start with 'where's the Excel sheet?'. Now the pending-billing number is just there. We recovered fees we'd have quietly forgotten.”
“The timeline is the killer feature. When a client asks what we did and when, I have the whole history in one click instead of scrolling WhatsApp.”
“It respects how CAs already work — dense, keyboard-first, no fluff. My articles were productive on day one with zero training.”
Questions, answered.
Is my firm's data private?
Yes. Every record is scoped to your firm and enforced server-side on every request. No other firm can see or enumerate your clients, requests, or revenue.
Can I import my existing clients?
Yes. Bulk-import clients and service requests from CSV, with a preview and per-row validation before anything is written. You can export the same way.
How many team members can I add?
Start solo for free. The Firm plan supports up to 10 members with owner/member roles; the Practice plan is unlimited. Each member gets their own User ID and password.
Does it do invoicing and payments?
No — and that's deliberate. It tracks billing status (pending → invoiced → paid) so you always know what's outstanding, but leaves actual invoicing and collection to your existing tools.
What does it cost?
A single practitioner is free forever. Paid plans start at ₹1,499 per firm / month — never per client. See the pricing page for the full breakdown.
Set up your firm in minutes.
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