26 tools for CA practices

Everything a CA practice runs on.

GST and tax, books and audit, clients and documents, and the practice itself. Each tool below is in the CA dashboard today, and each one hands its work to the next.

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GST & tax
Books & audit
Clients & docs
Practice

Filing desk · Nov 2026

4 rows

Client	Return	Status
Sharma Traders	GSTR-3B	With client
Mehta Textiles	GSTR-1	CA reviewed
Kapoor Foods LLP	TDS return	AI prepared
Iyer Pharma	GSTR-3B	Filed

Today · Agarwal & Associates

ASMT-10 reply due in 3 daysSharma Traders · draft readyNotice
6 postings pre-approvedMehta Textiles · one clickBooks
DSC expires on 14 NovR. Mehta · class 3DSC

The CA workspace

Every CA tool, by group.

Grouped the way the CA dashboard is. Open any tool to see how it works and what it looks like.

See CA pricing

GST & tax

GST returns, reconciliation, TDS, income tax, notices and the filing desk.

GST returnsGSTR-1 sections and checks, IMS suggestions and a GSTR-3B draft with reversals and set-off, for every GST client.

ITC reconciliationGSTR-2B against the purchase register, a mismatch radar for notice risk and supplier scorecards with approved chases.

GSTR-9 & 9CGSTR-9 tables built from the year's monthly returns and registers, and a 9C reconciliation against the trial balance.

TDS / TCSTDS checked from the books: sections, thresholds, short or late deduction, challans, TRACES reports and a worksheet.

Income tax returnsDocuments read into the return, both regimes computed, AIS and 26AS checked and a computation on your letterhead.

Notices & appealsUpload a GST, income-tax or TDS notice: it is read, its deadline worked out and a point-wise reply drafted for review.

Filing deskThis month's returns across clients: prepared by AI, reviewed, approved by the client, paid and filed, in one list.

Books & audit

Bookkeeping, Tally, ledger scrutiny, statutory audit and MIS.

Bookkeeping autopilotBills read by AI and checked in code, bank lines matched to bills and postings ready for one-click approval.

Tally connectorA small Windows program next to TallyPrime syncs each company into Xegality and pushes approved postings back.

Ledger scrutinyThe day book checked for TDS, RCM, blocked ITC, cash limits, MSME dues and odd entries, with each row as evidence.

AI auditBills and statements in, matched to the books, exceptions raised and a draft report, CARO and 3CD for the partner.

MIS & statementsMonth-end close and MIS, Schedule III statements, CMA data and advance-tax forecasts from the client's books, as drafts.

Clients & docs

Client connect, documents, engagements, certificates, ROC and drafting.

Client connectClients follow your work under My CA on the free Xegality dashboard: uploads, approvals, invoices and returns.

Engagements & proposalsServices per client with the due dates that fit, fee proposals priced from your own history, and acceptance on record.

Certificates & UDINNet worth, turnover and utilisation certificates on your letterhead, and one register that chases every UDIN.

Secretarial (ROC)Board and AGM notices, minutes, resolutions, AOC-4 and MGT-7 data sheets, DPT-3, MSME-1 and DIR-3 KYC across clients.

DSC registerEvery digital signature certificate with its holder, class, provider, custody and expiry, and alerts before it lapses.

Letterhead & Draft StudioUpload your letterhead once and every PDF uses it. Draft certificates, letters, resolutions and deeds in Draft Studio.

VaultThe same Vault lawyers use: your own folders, AI search and answers, table review and a Secure Vault, linked to clients.

Practice

Xegality AI, the compliance calendar, invoices, team, workflows and your website.

Xegality AI for CAsAsk about your clients, research Indian tax law with checked citations, and let it propose work that you approve.

Compliance calendarGST, TDS, income-tax, ROC and PF / ESI due dates become tasks per client; every AI finding waits in one review queue.

Client invoicesGST invoices with SAC, receipts, credit notes, retainers and ageing, and billing for filed work and time in one step.

WorkflowsStep-by-step workflows for a client and period: read documents, run checks, draft letters and send, each with approval.

My WebsiteA practice website built to follow ICAI's guidelines, on a Xegality address or your own domain, with an enquiries inbox.

Google Drive & CalendarImport files from Google Drive to a client or your vault, and see compliance deadlines and hearings on Google Calendar.

Team & capacityRoles and rights for partners, managers and articles, seats, weekly capacity and time entries that fill themselves.

Who it's for

One workspace, from a solo practice to a firm.

For CAs

Run your own practice: GST, tax, books, audit, clients and invoices, with AI preparing the work.

For CA firms

Partners, managers, articles and staff with their own rights, one review queue and capacity by week.

For your clients

Clients follow your work under My CA on the free Xegality dashboard they may already use.

The CA approves

What stays with you.

Xegality does the reading, matching and drafting. Decisions, signatures and filings stay with the CA.

AI reads documents and drafts; a member of your practice reviews and approves
You file on the GST, income-tax and TRACES portals; Xegality prepares the working and upload files
Rates, thresholds and due dates come from cited rule packs, not from the AI
Every AI feature can be switched off in Settings → AI

How we protect your data

Questions, answered.

Still curious? Talk to our team.

Who is the CA workspace for?

Chartered accountants in practice, on their own or as a firm. Sign up as a CA or a CA firm and the CA dashboard opens with every tool on this page.

Does Xegality file returns on the government portals?

No. Xegality is not a GSP or ERI. It prepares the working, a client summary and, where the portal accepts one, an upload file. You file on the portal and record the ARN in Xegality.

Is there a free trial?

Yes. A new practice gets 7 days with every CA tool, no card needed. Plans and prices are on the pricing page.

Can I switch the AI off?

Yes. Every AI feature has its own switch in Settings → AI. The tools that do arithmetic, matching and deadlines keep working without it.

See your 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.

Start 7-day free trial See CA pricing