For CA firms

CA firm software, with a review step built in.

Partners, managers, article assistants and staff in one workspace. AI prepares the work, everyone sees what they should, and nothing reaches a client or the books until the right person approves it.

FirmsBook a walkthrough for your partners Security

Firm workspace

The right work, with the right person.

Roles and rights, one review queue, capacity by week and a log of every approval.

Article assistant joinedSeat invite accepted

Rights updatedTeam & roles · manager

12 findings to reviewReview queue · GST

Reassignment suggestedCapacity · this week

Time submittedTime · for approval

Partner signed offAI audit · Iyer Pharma

Reminders approvedDocument requests · 8 clients

Packs preparedFiling desk · Nov 2026

Approval loggedAudit log

UDIN recordedCertificates & UDIN

In a CA firm the work is shared, but the signature isn't. Xegality lets articles and staff prepare, managers review and partners sign, with each step recorded.

A day at the firm

How a CA firm runs on Xegality.

An illustrative day from the partner's seat: a new article assistant, the right rights, a queue of findings, a rebalanced week and a signed-off audit.

09:0001
Invite the new article assistant
Send a seat invite from Team. They join with the role you choose: owner, partner, manager, article assistant or staff.
Team & capacity
Team · Agarwal & Associates
Meera AgarwalOwnerActive
Rohan GuptaPartnerActive
Sneha IyerManagerActive
Arjun RaoArticle assistantInvited
09:1502
Set what each role can do
The owner edits the rights matrix: who handles billing, who may approve client messages, and who can certify and record UDINs.
Team & capacity
Team & roles · Article assistant
4 rows
Right Access
Tasks and documents Allowed
AI tools Allowed
Client invoices Hidden
Certify and UDIN Hidden
11:0003
Clear the review queue
Every agent's findings land in one queue with severity, amount and evidence. Accept, edit or dismiss, and teach a pattern so it stops coming back.
Compliance calendar
Review queue
ITC claimed, not in 2B · ₹38,400Sharma Traders · Oct 2026High
Cash payment above the 40A(3) limitKapoor Foods LLP · FY 2026-27High
TDS short deducted · professional feesMehta Textiles · Q2Medium
15:0004
Rebalance the week
Capacity sets each person's remaining work against their weekly hours, flags tasks at risk and suggests who has room. Reassign in one click.
Team & capacity
Capacity · this week
Tasks due
64
At risk
7
Over capacity
2
18:0005
Sign off the audit
The partner reviews the exceptions, adjustments and proposed opinion, signs off and records the UDIN generated on the ICAI portal. The audit file prints on the firm's letterhead.
AI audit

Right	Access
Tasks and documents	Allowed
AI tools	Allowed
Client invoices	Hidden
Certify and UDIN	Hidden

Everything for CA firms

The full CA toolkit, shared across the firm.

Every feature below works for a team, with access set by the owner.

All CA features

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.

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

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.

Owner controls

Control

Approvals in the owner's hands.

Each practice's clients, documents and work sit in its own workspace, and people, not models, approve what goes out.

Owner-editable rights for partners, managers, articles and staff
Client messages, filing packs and pushes into Tally wait for a member with the right
Certificates and audit sign-off need the certify right
Approvals, sends and setting changes are kept in an audit log

How we protect your data

My CA

Your clients

Clients follow your work on their free Xegality dashboard.

There is no separate client app. A client who already uses Xegality with a lawyer sees you under My CA on the same dashboard; anyone else gets a free account from your invitation, and nothing is shown until they accept.

Upload what you asked for, from a phone or a laptop
Approve returns and documents with a typed name and an e-mailed code
See what is filed, with the ARN and the acknowledgement
Pay your invoices by UPI and message your team

How client connect works

Questions, answered.

Still curious? Talk to our team.

How does a CA firm get started?

Sign up as a CA firm with your firm's details. You become the owner, the 7-day free trial starts right away, and you invite your team from the Team page.

How do seats work?

A seat is one active member or pending invite, the owner included. The CA Firm plan is priced per member: choose the seats when you buy and add more any time from Settings → Plan & billing. Prices are on the pricing page.

Can article assistants see everyone's work?

By default, owners, partners and managers see every task, while article assistants and staff see their own and unassigned ones. The owner can change the rights of each role.

Who can send things to clients?

Only members with the 'Approve client messages' right send reminders, reviews and messages. Status updates such as 'filed' go to the client automatically by default, and owners or partners can switch any of them off.

Where does our data live?

Every record belongs to your practice's workspace and every query is scoped to it. Our security page explains how we protect it.

CA firm software, with a review step built in.

The right work, with the right person.

How a CA firm runs on Xegality.

Invite the new article assistant

Set what each role can do

Clear the review queue

Rebalance the week

Sign off the audit