Features
Everything the practice runs on, in one place
Audytee is organised around the jobs a CA firm does, not around software modules. Every plan includes all of it except the three add-ons.
Today
Where every member starts the day
One page for what needs attention: the next 30 days of statutory dates, your own work, your to-dos, and the firm's compliance health and receivables. Each member chooses what it shows.
- Due this week, overdue, in review and waiting on clients in one line
- Statutory due dates for the next 30 days with how many clients are filed
- Compliance health by category for the financial year
- Outstanding invoices aged into 30, 60 and 90 days
- Registers coming due: notice replies, licence expiries, DSCs due back
Clients
Profiles shaped by the client's constitution
Individuals, HUFs, firms, LLPs, companies, trusts and societies each get the fields the law asks of them. PAN, GSTIN and TAN are checked as you type.
- Several GSTINs per client, addresses, bank accounts and related persons
- Groups, labels, engagements and referral partners
- An encrypted credential vault; every reveal is logged
- Letters, certificates and engagement letters generated from your templates
- CSV import and export, and a full activity trail on every client
Leads and proposals
From first call to signed engagement
Leads move through a pipeline with timed follow-ups and a logged history of calls, emails and meetings. Proposals go out as numbered quotations, and a won lead becomes a client without retyping.
- Stages from new to won or lost, with co-assignees and a lead score
- Follow-ups with date, time and priority, on the calendar
- Proposals from templates, with validity and the client's answer
- A won lead converts into a client with its details carried over
Compliance
A seeded statutory catalogue with real due-date rules
GST, TDS and TCS, income tax, ROC, PF, ESI, professional tax and more come with structured rules. Assign services to a client and the periods for the year are dated for you.
- A period grid for the firm and a client by period matrix with ARN
- Extensions that move every unfiled period and its open task
- Firm-level overrides, and a verify flag on dates we could not confirm
- Tasks opened automatically when a period starts, with reminders before and after the due date
Calendar and to-dos
Statutory dates and the firm's own diary together
The calendar shows statutory dates, tasks, follow-ups, appointments, leave and holidays by month, week, day or as a list. Personal to-dos sit beside them.
- Only the services your clients actually have, if you prefer
- To-dos with priority, tags, sub-tasks, attachments and repeat rules
- Appointments that clients can book from a link
- Keyboard navigation between days, weeks and views
Tasks and review
Every return and every piece of ad-hoc work, tracked to done
Compliance tasks and your own work share one list, with a reviewer on each and the filing record attached. Views for mine, awaiting my review, overdue and recurring are one click away.
- Checklists, sub-tasks, document requests, comments and mentions
- Maker and checker: the reviewer is never the preparer where review is required
- Bulk creation for a period across every client that has the service
- A board view and a summary by assignee and status
- Saved views, grouping, keyboard shortcuts and undo
Team and time
Time, attendance and utilisation from the same records
A running timer or manual entries against tasks and clients, a weekly view, and utilisation measured against the firm's working days and holidays.
- Billing and cost rates captured on each entry when it is logged
- Team time and a live view of who is working on what
- Attendance with shifts and office location, leave and expense claims
- Roles, permissions and invitations, with staff limited to their assigned clients
Billing
GST-correct documents and money you can trace
Quotations, proformas, tax invoices and credit notes with the tax worked out from the place of supply, and receipts that settle them.
- Number series per financial year and per billing entity
- Zero-rated exports under your LUT, foreign-currency invoices
- Recurring invoices for retainers
- Receipts with TDS, advances and allocation; client ledgers
- Outstanding by client or group with opening balances, and a Tally export
Registers
The physical and statutory records a firm keeps
DSCs, documents in and out, licences and UDINs, each with the dates that matter shown on Today before they come due.
- DSCs with expiry, class, location, custodian and a custody log
- Documents received from and returned to clients
- Licences with reminders before they expire
- UDINs against the task they certify, with each signer's tax audit count
- CMA reports, loan applications, audit checklists and a firm drive
Reports
Answers a partner actually asks for
Reports follow the period you pick, keep their own filters and saved views, and export to CSV.
- Compliance status by service and client compliance health
- Task status by assignee and overdue task ageing
- Timesheets and profitability against the cost of hours logged
- Billing register, HSN/SAC summary and documents issued for GSTR-1
- Receivables ageing, TDS receivable and work completed but not billed
Also in Audytee
Inbox
Members connect Gmail or Outlook. Client emails are linked to the client by address, can become tasks, and are answered from Audytee.
Notices (add-on)
A register of notices with the reply due date, hearings and the reply filed, assigned to a member with reminders.
WhatsApp (add-on)
Send document requests, invoices, reminders and filing confirmations; replies land on the client's Messages tab.
Client portal (add-on)
Clients sign in with a one-time code to upload what you asked for, see their invoices and filings, and message the team.
Automations
Rules that email clients, notify the team or open tasks when something happens, or every morning. Each run is logged.
Settings the firm controls
Roles, number series, masters, holidays, custom fields, print layouts, templates, and a full data export at any time.