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For chartered accountants

Software for CAs, with AI that prepares the work.

GST returns, ITC reconciliation, TDS, income tax, notices, books and audit in one workspace. Xegality reads the documents and drafts the working; you review, approve and file.

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A month with Xegality

Less chasing between you and the return.

Documents, books, returns, approvals and invoices, each handing its work to the next.

4 documents receivedSharma Traders · Oct 2026
GSTR-3B draft readyGST returns · for review
₹38,400 ITC at risk2B reconciliation · 3 suppliers
Tally syncedMehta Textiles · day book
Notice reply draftedASMT-10 · for review
Client approved GSTR-3BMy CA · typed name + code
Client paid ₹1,12,900GSTR-3B tax · challan shared
UDIN recordedNet worth certificate
GSTR-1 due on 11 NovCompliance calendar
Invoice sentClient invoices · UPI
A month with Xegality

From documents to a filed return.

One illustrative GST month for one client, and the tool that handles each part of it.

  1. 1st · Collect

    Ask for the month's documents

    Expected-document templates raise each client's request with a secure upload link. Every upload is checked by AI against what you asked for, and reminders wait for your approval.

    Client connect
    Documents · Sharma Traders · Oct 2026
    • Sales registerUploaded by the clientAccepted
    • Purchase registerUploaded by the clientAccepted
    • Bank statementAI check: Sep 2026, we asked for OctRejected
    • GSTR-2B downloadReminder waiting for approvalWaiting

  2. 5th · Books

    Post the books

    Bills are read by AI and checked in code, bank lines are matched to bills, and postings wait for one-click approval. With the Tally connector, approved postings go back into TallyPrime.

    Bookkeeping autopilot

  3. 9th · GSTR-1

    Prepare GSTR-1

    Sales are sorted into B2B, B2CL, B2CS, credit notes and the HSN summary, and checked for duplicate numbers, GSTIN errors and rate mismatches before the pack goes for review.

    GST returns
    GSTR-1 · Oct 2026 · checks
    • Invoice number used twiceSR/1042 · 3 Oct and 19 OctHigh
    • GSTIN check digit wrongBuyer · Gupta SteelHigh
    • HSN summary ties to the salesB2B and B2COK

  4. 16th · ITC

    Match ITC with GSTR-2B

    The purchase register is matched with 2B, IMS actions are suggested, and suppliers with ITC at risk get chase drafts that go out only after you approve them.

    ITC reconciliation
    2B vs books · Oct 2026
    3 rows
    SupplierBooksStatus
    Gupta Steel₹1,18,000Matched
    Nova Packaging₹42,480Not in 2B
    Shree Logistics₹9,440Mismatch

  5. 18th · Approval

    The client approves and pays

    The GSTR-3B working goes to the client on My CA with a summary in English or Hindi. They approve with a typed name and an e-mailed code, then see the tax to pay with the challan details.

    Filing desk
    My CA · Returns
    • GSTR-3B · Oct 2026Approved by Priya SharmaApproved
    • Tax to pay · ₹1,12,900Due 20 Nov · challan detailsTo pay

  6. 20th · Filed

    File and confirm

    You file on the GST portal and enter the ARN with the acknowledgement. The client is told automatically, and the finished work is ready to bill.

    Client invoices
Everything for CAs

Every tool a CA can use in Xegality.

Grouped the way the CA dashboard is. Open any feature to see how it works.

All CA features
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
The CA approves
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.

How do I get started?
Sign up as a chartered accountant and your practice gets a 7-day free trial with every CA tool, no card needed. Plans and prices are on the pricing page. Prefer a guided start? Book a demo.
Does Xegality file returns on the GST or income-tax portal?
No. Xegality is not a GSP or ERI. It prepares the working, the client summary and, where the portal accepts one, an upload file. You file on the portal and record the ARN in Xegality.
Do my clients have to pay?
No. Clients use Xegality free to upload documents, approve work, see filed returns and pay your invoices.
Does it work with Tally?
Yes. The Tally connector is a small Windows program on the PC that runs TallyPrime. It syncs the companies you map and pushes back only the postings you have approved. You can also upload Tally exports by hand.
Can I add a team later?
Yes. Switch your practice to a firm and invite partners, managers, article assistants and staff. A CA firm pays per member; see CA firm pricing.

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 a month of your clients' work.

Start 7-day free trialSee CA pricing