Client portals
Pair internal ops with a client login so files and invoices live in one place instead of chat threads.
Read morePractice software
Software around the practice you already run.
We do not replace Tally or the GST portal. We take repetitive ops off the desk: fee reminders, engagement status, who is billed, who has paid. First release small. Then we add what you actually use.
The gap
Where firms get stuck
- 01
Excel for live work
Partners cannot see which engagement is billed, stuck, or paid. Staff invent their own trackers.
- 02
Fee cycles that always slip
A reminder rule for overdue fees beats another Sunday-night WhatsApp pile in March.
- 03
Buying a huge practice ERP
Most firms need three jobs done well - not a 12-month transformation. We start there.
Scope
What you get
- A first release you can run between filing peaks
- Fee reminders and payment status your team trusts
- Engagement tracking - ITR, GST, notice, advisory - with clear owners
- Internal dashboards for partners and staff
- GST-aware billing when invoices are part of the work
Proof
Firms we have already built for
YD Advisory and Rastogi & Associates - finance, tax, and professional services.
Our practice ran entirely offline with clients. Rastogi Codeworks gave us a professional online presence so we can stand out in the market the same way we do in person.
What stood out most while working with you was how prompt and responsive you were. You understood the requirements quickly, communicated clearly and were always willing to address any questions or changes without delay. I would recommend you as someone reliable, proactive and easy to work with.
Keep exploring
Practice software for CA firms
Custom practice software for CA firms - fee reminders, engagement tracking, GST-aware billing, and internal dashboards. First release small, then we add what the team actually uses.
Related services
For CAs
Have one workflow that always slips?
Book a call with that one workflow. We will tell you what belongs in version one.