Practice workflow · Planned
Planned · availability not yet verifiedOne practice. A clearer view of every client.
Planned multi-client accounting for Indian practices, with separate client workspaces, organised review queues and clearer handoffs between preparers and reviewers.
The work behind the numbers
A more considered approach to multi-client accounting.
Switching between clients should not mean losing track of open reconciliations or mixing client information. Each engagement needs its own context and responsible reviewer.
Separate client context
The intended workspace keeps each client's records logically separate.
Review visibility
Planned status views show outstanding source documents and period-close review points.
Team handoffs
Preparers and reviewers should be able to understand what has been completed and what remains open.
An example workflow
From source record to reviewed result.
- Choose the correct client and period
- Collect documents and assign work
- Complete accounting and reconciliation review
- Resolve review points and close the period
Availability & scope
Know what to expect.
Are team permissions and client isolation already verified?
No. Permission design and isolation must be implemented and tested in the separate accounting application. This marketing site makes no live security guarantee about those planned features.
What is available on this website?
Product information, original knowledge guides and an application login link. The accounting engine, authentication and compliance integrations belong to the separate application.
Keep exploring
Connected workflows. Clearer context.
Accounting for Accounting Firms
Planned multi-client accounting workflows for Indian accounting firms, connecting document collection, preparation, review and client reporting.
ExploreAccounting for Chartered Accountants
A planned accounting workspace shaped around Indian CA practice: reliable source records, reconciliation-led reviews and informed client conversations.
ExploreFinancial Reports
Planned financial reporting for Indian accounting practices: trial balance, profit and loss, balance sheet and ledger-level review with the context to investigate differences.
ExploreYour practice. Its next chapter.
Make room for better accounting.
Explore the planned product, or tell us how your practice works.