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Office · The practice suite

The practice runs here.

CA practice management software: tasks, deadlines, documents, messages and reports, with an AI crew.

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How it works

From the rule to the task.

A GST or TDS due date lands on the calendar and raises the task a week ahead.

The rule

GST

GSTR-3B

Sep 2026 · Pattam Textiles

Due
20 Oct 2026
Task raised on
13 Oct 2026

Compliance calendar

Oct 2026

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Task raised · 13 Oct 2026

Practice management

GSTR-3B, Sep 2026

Pattam Textiles

Assigned to CA Akhil Kumar

  1. Not started
  2. In progress
  3. In review
  4. Filed

Added to the client's document request: Sales register, Purchase bills

Client reminded 3 days before the due date

01 / Tasks

Every job on one board.

  • Group queues staff claim from
  • Priorities from Low to Urgent
  • A handover to the replacement when staff leave
GST team boardRudrabhatla Associates LLP

To do2

Compliance

GSTR-1, September

Shankar Traders

HighKR

Compliance

Form 140 (26Q), Q2

Pattam Textiles

MediumUnclaimed

In progress2

Compliance

GSTR-3B, September

Pattam Textiles

UrgentPS

Onboarding

Karnataka GSTIN added

Pattam Textiles

LowKR

Review1

Compliance

GSTR-3B, September

Shankar Traders

Checker: CA Akhil Kumar

HighPS

Completed2

Compliance

TDS challan, September

Pattam Textiles

MediumKR

Advisory

Composition scheme advice

Shankar Traders

LowPS

02 / Templates and workflows

Start from ours. Keep your own.

  • Task, checklist, questionnaire and message templates
  • Nootus templates beside your firm's own
  • Maker-Checker, Maker-Checker-Partner or Prepare only
TemplatesRudrabhatla Associates LLP

Task templates

  • GSTR-3B, monthlyNootus
  • Statutory audit, year endFirm

Checklist templates

  • GST return documentsNootus
  • New client onboardingFirm

Questionnaire templates

  • Year-end questionnaireFirm
  • ITR, salaried clientsFirm

Message templates

  • Document reminderNootus
  • Diwali greetingsFirm

Workflows

  • Maker-CheckerPrepareReview
  • Maker-Checker-PartnerPrepareReviewPartner sign-off
  • Prepare onlyPrepare

03 / Compliance calendar

The calendar raises the work.

  • Statutory due dates by entity type
  • Government extensions over the original date
  • Tasks and document requests raised ahead of every due date
October 2026Pattam Textiles Pvt Ltd
  • 07 OctTDS challanTask raised
  • 11 OctGSTR-1Request sent
  • 15 OctPF and ESITask raised
  • 20 OctGSTR-3BWaiting on client
  • 31 OctForm 140 (26Q), Q2Firm target: 25 OctTask raised

04 / Documents and requests

One request per client, per period.

  • Folders and versions for every client
  • Checklist templates
  • Working papers hidden until you release them
Document requestPattam Textiles · Aug 2026
  • HDFC bank statementFiled by Agent ReqwikReceived
  • Sales registerReceived
  • Purchase invoicesAgent Chaser reminds on 12 SepWaiting
  • Payroll inputsWaiting

Merged from staff, the calendar and the AI

05 / Questionnaires

Ask once. Collect everything.

  • Six question types, from yes or no to multiple choice
  • Sent to many clients at once
  • Sent, In progress, Submitted, then Reviewed
Year-end questionnairePrakul Pattam · Submitted
  • Did you sell any property this year?Yes or no · Agent Quinn requested the sale deedRequested
  • Did you receive rent?Yes or no · Agent Quinn requested the rent agreementReceived
  • Any foreign assets or income?Yes or no · NoAnswered
  • Which of these did you invest in?Multiple choice · PPF, ELSSAnswered

06 / Messages

One conversation per client.

  • WhatsApp, email and the portal in one thread
  • Delivery and read receipts
  • Bulk messages, previewed per client and scheduled

Shankar Traders · Conversation

  1. Shankar Traders

    sales_sep.xlsx

    Sending the September sales register.

    18:02

  2. Agent Noot

    Your sales_sep.xlsx is ready. I have also filed it against September documents.

    18:03

  3. Next message received by email · 18:10

  4. Shankar Traders

    Can we claim credit on the new delivery van?

    18:10

  5. Agent Gus

    That needs your CA's view. I've passed it to CA Akhil Kumar.

    18:10

  6. CA Akhil Kumar

    I'll call you tomorrow at 11 with the answer.

    19:35

07 / Password vault

Portal passwords, under lock.

  • Income Tax, GST, TRACES, EPFO, ESIC, MCA and more
  • Revealed only with permission and a second check
  • Every reveal logged
TimeRevealed bySecond checkClientPortal
21 Sep, 10:14Tax associateCA Akhil KumarPattam TextilesGST
21 Sep, 11:02CA Akhil KumarOTPShankar TradersTRACES
20 Sep, 16:40Payroll associateCA Akhil KumarPattam TextilesEPFO

08 / Dashboard and reports

The whole practice on one screen.

Tiles you arrange, and reports you open as charts.

Practice dashboardRudrabhatla Associates · This week
Filing deadlinesNext six weeks
14
Receivables₹2,10,000 past due
₹8,64,500
Outstanding document requests
23
Unbilled time
126 h
Agents awaiting approvalDrafts from Agent Reqwik
7
Credentials never used
Needs the view credentials permission
ReportsBuilt in

Tasks by statusSeptember

Tasks by status, September
To do18
In progress11
Review6
Completed42

Work

  • Tasks by statusWhat is in flight, by status.
  • Overdue tasksWhat has slipped, and by how long.

Deadlines

  • Filing deadlinesWhat is due in the next six weeks.

Money

  • Client profitabilityWhat each client costs to serve.
  • Receivables agingWho owes what, and for how long.

Clients

  • Outstanding document requestsWhat clients still owe you.
  • Client activityEverything done for each client.

Security

  • Credential access logEvery credential reveal, and why.

09 / Clients and branches

A GSTIN for every state.

  • Client details fetched by PAN at onboarding
  • A GSTIN for each state a client trades in
  • Clients served from more than one branch
Pattam Textiles Private LimitedPAN AAKCS4821M · Company
  • 3636AAKCS4821M1ZXTelangana · Hyderabad branchHead office
  • 2929AAKCS4821M1ZSKarnataka · Bengaluru branchActive
  • 3333AAKCS4821M1Z3Tamil Nadu · Hyderabad branchActive
  • AgentAgent Noot, from the AI employees screenReports to CA Akhil KumarNext step

The invoice picks the client's GSTIN for the state

10 / Roles and permissions

The right access, set once.

  • 13 roles, from Owner and Partner to Article
  • Tick Manage and the whole area comes with it
  • Create and approve kept apart, for maker and checker
RolesRudrabhatla Associates LLP

System roles

  • Owner
  • Partner
  • Manager
  • Associate
  • Admin
  • Article
  • Finance head
  • Accountant
  • Payroll admin
  • Tax user
  • GST user
  • Viewer
  • Group CFO

Clients

Manage clients

  • View clients
  • Create clients
  • Edit clients
  • Delete clients

Ticked and locked with Manage

Never ticked for you

  • Create invoice
  • Approve invoice
  • Reveal a password

11 / Bill your own clients

Bill your own clients from the same place.

  • Retainers and monthly plans, raised on their own.
  • Timesheets turned into invoices.
  • Payment links and UPI QR on every invoice.

Run the whole practice from one place.

Explore with Demo AccountContact sales