Your clients, connected to your work.
Clients see their returns, document requests, reviews, invoices and notices under My CA, on the same free Xegality dashboard they use with their lawyer. You collect documents with a secure link and decide what goes out.
- GSTR-3B · Oct 2026Approve the working and payWaiting on you
- Bank statement · Oct 2026Requested by Agarwal & AssociatesTo upload
- GSTR-1 · Oct 2026Filed · ARN sharedFiled
- Invoice CA-0418₹11,800 · Pay by UPIDue
What you can do with Client connect.
The same client dashboard
No new app for clients. My CA sits next to their lawyers and cases on the free Xegality dashboard.
Invite by e-mail
A client with an account gets a request on My CA; anyone else gets a link to create a free account. Nothing is shown until they accept.
Document requests
Expected-document lists per service become requests with a secure upload link that needs no login.
Uploads checked by AI
Each upload is read and checked against what was asked, such as the right year, GSTIN or PAN, before a member accepts or rejects it.
Approvals on record
Send returns, statements or letters for review. Formal items are approved with a typed name and an e-mailed code.
Updates you control
Filed, waiting on you, upload accepted, invoice and payment updates go out by default; owners and partners can hold any kind.
Everything the client needs, in one place.
Each connection opens on what is needed from the client, then tabs for work, documents, reviews, invoices, notices and returns. Clients message your team from the same Messages page they use for their lawyer.
| Return | Period | Status |
|---|---|---|
| GSTR-3B | Oct 2026 | Waiting on you |
| TDS return | Q2 2026-27 | In progress |
| GSTR-1 | Oct 2026 | Filed |
| Advance tax | Dec 2026 | Not started |
Ask once, and let the schedule follow up.
Templates list what each service needs every period, and requests are prepared from your engagements. Reminders follow your schedule, but each batch waits for a member with the right to approve it, and quiet hours hold messages until morning.
- Kapoor Foods LLPPurchase register · Oct 2026Accepted
- Mehta Textiles Pvt LtdForm 16 is FY 2024-25; we need FY 2025-26Check failed
- Sharma TradersBank statement · in today's reminder batchTo approve
- Iyer ConsultingSales register · sent 3 NovWaiting
How Client connect works.
- 1.
Invite the client
From the client page, invite the contact's e-mail. They accept on My CA, or by creating a free account from the link.
- 2.
Collect and share
Requests, reviews and updates reach them on the dashboard and by e-mail. You choose which status updates go out by themselves.
- 3.
Work in the open
The client uploads, approves, pays and messages, and every step lands on the client's timeline for your team.
Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.
Client connect, explained.
Still curious? Talk to our team.
Do clients pay to use My CA?
What if my client doesn't have a Xegality account?
Does anything go to a client without my say?
Can one client follow several businesses?
What can a connected client see?
Client connect shares its work with the rest of Xegality.
Run your CA practice on Xegality.
Try every CA tool free for 7 days, no card needed, or book a demo and we will walk through it with work like yours.