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Assign Your CA / Accountant

Professional Financial Guidance at Your Fingertips

Connect with verified chartered accountants and professional accountants for expert financial support. Collaborate seamlessly, get timely advice, ensure compliance, and grow your business with dedicated accounting expertise.

Assign Your CA / Accountant

Our platform enables seamless collaboration between you and your chartered accountant or professional accountant. Grant secure access to your financial data, share documents instantly, communicate in real-time, and receive expert guidance on tax planning, compliance, and financial strategy—all within one integrated system.

Whether you have an existing CA or need to find one, our network of verified accounting professionals is ready to support your business. From startups needing basic bookkeeping to enterprises requiring comprehensive financial management, get the right expertise matched to your needs.

What You Get?

Complete CA collaboration features for seamless financial management

Secure Access Control

Grant controlled data access

Role-based permissions

View-only or edit rights

Activity tracking & audit logs

Revoke access anytime

Real-Time Collaboration

In-app messaging & chat

Document sharing & exchange

Query resolution system

Comment & annotation tools

Task assignment & tracking

Expert Services

Tax planning & advisory

Compliance management

Financial statement review

Audit preparation support

Strategic financial guidance

Why Choose Us

Experience seamless CA collaboration with our intelligent platform

Verified Professionals

Access network of qualified and verified chartered accountants and experts

Instant Connectivity

Connect your CA in minutes with simple invitation and secure access setup

Secure & Compliant

Bank-level security with encrypted data sharing and complete privacy protection

Transparent Workflow

Track all activities, communications, and changes with complete transparency

Frequently Asked Questions

  • How do I assign my CA or accountant to the platform?

    Simply send an invitation to your CA or accountant via email from your dashboard. They'll receive a link to register or login, and you can then grant them specific access permissions to view or edit your financial data. The entire process takes just a few minutes.

  • What level of access can I give to my CA?

    You have complete control over permissions. Grant view-only access to review data, edit access to make entries and corrections, or admin access for full management. You can also restrict access to specific modules like only GST, only payroll, or complete financial records. Change permissions anytime.

  • Can I assign multiple accountants or CAs?

    Yes, you can assign multiple accounting professionals with different roles and permissions. For example, assign one CA for tax compliance, another for audit preparation, and an in-house accountant for daily bookkeeping. Each can have customized access based on their responsibilities.

  • How does communication with my CA work?

    Use built-in messaging to communicate directly within the platform. Share documents, ask questions, get clarifications, and receive advice—all in one place. Both parties receive notifications for new messages and can track conversation history for future reference.

  • What if I don't have a CA or accountant?

    Browse our network of verified chartered accountants and professional accountants. View their profiles, specializations, experience, and ratings from other clients. Request consultations, compare pricing, and choose the right professional for your business needs.

  • Is my financial data safe when shared with CA?

    Absolutely. All data is encrypted during transmission and storage. Your CA can only access the specific data you permit. All activities are logged for audit purposes, and you can revoke access instantly if needed. We maintain the highest security standards to protect your sensitive financial information.

Still have a question?

Ready to Connect Your CA?

Start collaborating with accounting professionals seamlessly today

Invite Your CA Now

Connect in minutes and streamline your financial management.