Industry playbook
Chartered accountants & tax practitioners
How CA firms and tax practitioners run every client's books from one dashboard with hisabkitab
Consider a CA or tax practice with two partners and eight staff handling bookkeeping, GST and TDS for over a hundred SME clients. Many clients still run Tally on a desktop, others send Excel sheets and WhatsApp photos of bills, and every month the team races the GST deadlines. The partners want more clients without adding staff at the same pace.
See hisabkitab for Chartered accountants & tax practitioners →
The challenges
Why practices run out of hours every month
Client data in every format
Tally backups on pen drives, Excel sheets, PDFs and photos of bills on WhatsApp all arrive in the same week. Staff spend more time collecting and re-keying data than reviewing it.
Bank statement entry for every client
Hundreds of bank lines per client per month are entered by hand. It is the most repetitive work in the practice and the most common source of small classification errors.
GSTR-2B reconciliation at scale
Matching every client's purchase register with GSTR-2B each month, flagging mismatches and chasing suppliers is slow. With many clients, some reconciliations inevitably get skipped.
Clients who will not leave Tally
Many clients are comfortable on desktop Tally. The practice needs their data without forcing a switch, and without managing dozens of separate backups and versions.
One login per client, one headache per login
Separate software instances, logins and files for every client make it hard for partners to see status across the practice and for staff to switch between clients quickly.
A day in the life
A day before vs after hisabkitab
Before
Staff collect Tally backups and Excel files and restore them one by one.
Bank statements are typed in line by line for each client.
GSTR-2B reconciliation is done in Excel for the largest clients only.
Partners ask staff individually for each client's status before deadlines.
With hisabkitab
All clients sit in a single dashboard; staff switch clients in seconds.
Tally clients sync through the Tally Connector without changing how they work.
AI-OCR reads bank statements and purchase bills for every client, ready for review.
AI GST reconciliation runs across clients, flagging mismatches before filing.
Solutions
How hisabkitab solves it
Scattered client data
Single dashboard for all clients
Every client company sits in one dashboard under the practice. Partners see the portfolio at a glance, and staff move between clients without separate logins or file restores.
Clients on Tally
Tally Connector
Bring Tally clients' data into hisabkitab through the connector, so they keep their workflow and you keep a consistent cloud view.
Bank entry
AI-OCR bank statement import across clients
Upload statements from common bank formats; AI extracts and classifies lines and suggests ledgers for one-click approval. Staff review instead of typing.
Purchase bills
AI-OCR purchase bill import across clients
Drop in supplier bills from WhatsApp photos or PDFs; AI extracts GSTIN, lines and tax for review.
GST reconciliation
AI GST reconciliation across clients
Match GSTR-2B with each client's purchase register and sort lines into perfect match, value mismatch, only in 2B and only in books.
Practice economics
Unlimited clients for one flat fee
Add clients without per-client licences, so growing the practice does not grow software cost line by line.
Data security and access
Cloud on AWS India + Tally-style keyboard shortcuts
Client data sits on AWS servers in India instead of staff laptops, and keyboard-first shortcuts let Tally-trained staff work at full speed from day one.
Inside the software
Built for your books
Custom formula example
4-level grouping
Clients: Practice → Partner → Industry (Trading / Services / Manufacturing) → Client company. Client items follow each client's own 4-level structure, e.g. Material → Type → Brand → Variant.
Reports you’ll use
Trial Balance · Balance Sheet · Trading P&L · GST Report · TDS Report · Ledger
Compliance notes
Practices handle GSTR-1, GSTR-3B and annual returns, TDS returns and audits for many clients at once, so consistent data and reconciliation before filing matter most. GSTR-2B matching and the Invoice Management System affect how much input credit each client can claim. Companies among your clients must also maintain an audit trail in their accounting software. Clean, reconciled client data is the best defence against notices.
Recommended plan
The plan that fits
CA Module
One flat annual fee for unlimited clients, exclusive of 18% GST. See current pricing at hisabkitab.co/best-accounting-software-for-ca
The CA Module is a separate offering built for practices: unlimited clients for one flat fee, a single dashboard, the Tally Connector and AI-OCR with GST reconciliation across clients. It is also available to accountants and tax practitioners as a special plan with the same specifications.
FAQs
Frequently asked questions
What is the hisabkitab CA Module?
It is a separate offering from the SME plans, built for practices. It gives you unlimited client companies for one flat fee, a single dashboard across all of them, the Tally Connector for clients still on Tally, and AI-OCR with GST reconciliation across clients. Current pricing is on the CA page.
Can non-CA practitioners use it?
Yes. Accountants, tax practitioners and similar professionals can take the same plan, offered to them as a special plan with all the specifications of the CA plan. If you manage books or GST for several businesses, it is designed for the way your work actually runs.
Do my clients have to leave Tally?
No. The Tally Connector brings client data from Tally into hisabkitab, so clients who prefer desktop Tally can continue while your team works from a single cloud dashboard. Clients who want to move fully to hisabkitab are migrated without extra charge.
How much time does it save?
The biggest gains come from AI-OCR for bank statements and purchase bills and from automated GSTR-2B reconciliation, which replace the most repetitive work in a practice. hisabkitab positions the CA Module at 25+ hours saved per client per month; your actual saving depends on each client's volume and data quality.
Can I also refer SME clients and earn?
Yes. The Referral Partner programme pays 50% commission on the first year and 20% on every renewal, for life, when clients you refer take an SME plan. Many practices use it to move clients from desktop software to the cloud while keeping their own workflow consistent.
Every client, one dashboard, fewer late nights
Book a demo of the CA Module and see your Tally clients, AI bank entry and GSTR-2B reconciliation running across several companies at once. Ask about migrating existing clients during the demo.
