Your practice,
upgraded.
A shared workspace where your clients bring their documents on time, AI reads every invoice, and every return ships with a clean audit trail. Built for the way Indian CAs actually work.
Free to start · No credit card · Set up in under 2 minutes
Estimated impact from FiledRight workflows · not a customer claim
GST Invoice
Uploaded just now
FIG 01 · Priya Mehta · ITR-2 · FY 2025-26
The problem isn't you. It's the stack.
We talked to practicing CAs in Bengaluru and Mysore. The work isn't the hard part. The stack you're forced to run it on is. Here's what breaks most often.
Your documents live on WhatsApp.
Invoices, Form 16s, bank statements. Scattered across 40 client threads. Every filing starts with scrolling backwards through chat history.
Your compliance tracking is an Excel file.
GSTR-3B, GSTR-1, ITR, TDS. Deadlines sit in a spreadsheet that nobody updates live. You remember January 20 by waking up at 3am.
Your clients don't know what to submit.
Form 16 or Form 16A? Capital gains from Zerodha or ICICI Direct? You explain the same checklist 200 times per year, and it still goes wrong.
From WhatsApp chaos to clean audit trails.
Four moves that replace the WhatsApp + Excel stack. Each takes a few minutes to set up and saves hours forever after.
Create a Space for every client.
Enter your client's profile once. FiledRight auto-generates the right compliance checklist (GST, ITR, TDS) based on their business type and income sources.
GST Compliance
3 of 6 activeYour client uploads, you watch it land.
Every client gets their own portal with a personalized checklist. They upload invoices, Form 16, bank statements. You see every document the moment it lands.
AI extracts, you verify in one click.
AI reads every invoice and extracts structured data: Invoice No, GSTIN, HSN, tax amounts. You review side-by-side with the PDF and verify, or edit the fields that need attention.
GST Summary
| Invoice | Party | Total | Status |
|---|---|---|---|
| INV-001 | ABC Traders | ₹1,47,500 | Verified |
| INV-002 | XYZ Suppliers | ₹1,00,300 | Extracted |
88% extraction confidence · Editable before verification
One dashboard for every client, every filing.
Progress bars, attention indicators, deadline countdowns. No spreadsheet tracking. You see at a glance which client is ready to file and which needs a nudge.
Your Dashboard
Priya Mehta
Aniruddha Desai
Raj Kumar
Every part of the workflow, in one place.
Built specifically for Indian CA practices. Nothing here is generic SaaS. Every feature maps to a real step in your filing process.
AI that reads every invoice.
Upload an invoice or Form 16. In ~3 seconds you get structured data: invoice number, GSTIN, HSN, taxable value, tax breakdowns, totals. Every field is editable. Every extraction has a confidence score. Gemini-powered, Indian-tax-aware.
- Handles GST invoices, Form 16, 16A, 26AS, bank statements
- Side-by-side PDF preview while you verify
- Low-confidence fields flagged for your review
- Never used to train models. Your data stays yours.
- Invoice uploadedINV-2025-001.pdf0.0s
- Fields extracted6 / 61.2s
- Confidence check88% avg2.1s
- Ready for review–3.2s
Smart compliance checklists
Every Space gets the right checklist from the client profile. GST-registered? GSTR-1 + 3B. Salaried with capital gains? ITR-2, Form 16, CG statement. No guesswork.
Fig 02 · ITR-2 · Salaried + Capital Gains
Every client, their own portal
Clients see a personalized mobile-first Space. They know what to upload, when, and why. You see real-time status. No WhatsApp follow-ups required.
Fig 03 · Priya Mehta · Client view
One Space. Your team and the client. Everyone on the same page.
Real-time messaging
Chat with clients directly in the Space. Context stays attached to the filing.
Private internal notes
Team-only notes, visible to your practice. Flag risks, track decisions, leave context.
Export to Tally or GST portal
One-click CSV export, ready to drop into Tally or GSTN. Structured, clean, audit-ready.
Four stages. We own two of them.
A typical Indian CA practice runs a four-stage workflow: three sequential stages (Collect, Process, Comply) and one continuous track that runs through all of them. FiledRight covers Collect and the continuous track. Tally owns Process. ClearTax owns Comply. We're built to complement those tools, not replace them.
Collect
Documents from the client.
Process
Documents enter the books.
Comply
Returns prepared and filed.
Communicate + Track
FiledRightEvery message, status update, and document trail in one Space. From the first request to the final ARN, no matter where the actual work happens.
Collect
Documents from the client.
Process
Documents enter the books.
Comply
Returns prepared and filed.
Communicate + Track
FiledRightEvery message, status update, and document trail in one Space. From the first request to the final ARN, no matter where the actual work happens.
Couldn't you just use Drive? It's not the same shape.
Cloud drives, WhatsApp, and CA-side dashboards each touch part of the workflow. None of them hold the whole thing. Here's what FiledRight covers that the rest don't.
What it covers | FiledRight this page | WhatsApp + Excel the default today | Cloud Drive Google Drive, Dropbox, OneDrive | ClearTax filing tool | Vyapar TaxOne CA-side competitor |
|---|---|---|---|---|---|
Per-client checklist by financial year Auto-generated from the client's profile (income type, GSTIN, regime) and persists across years. | Per profile | Generic | |||
Client-facing portal with live status The client sees what's pending, what's verified, and what's filed. Without calling. | Read-only | ||||
AI extraction of Indian tax documents Form 16, Form 16A, GST invoices, capital gains statements, 26AS. Read in seconds. | Form 16 only | ||||
Messaging tied to the filing Conversation lives next to the documents and the checklist. Nothing buried in chat history. | Scattered | External chat | |||
Multi-year history per client Every financial year (documents, checklists, filings, ARNs) in one persistent Space. | Folders only | Limited | |||
Built for Indian compliance rules GST, ITR, TDS rule engine. Updated within 48 hours of CBDT or CBIC notifications. |
Trust isn't a badge. It's the mechanism.
Three claims we can defend. Every one of them is inspectable, not a logo in a footer, not a buzzword. If a CA asks how it actually works, the answer is on this page.
Data stored in India.
Your clients' PANs, GSTINs, and invoices live on servers inside India. Not a shared US region. Not subject to cross-border latency or review cycles.
Never used to train AI.
Documents you upload are read by Gemini for extraction only. No data leaves the extraction request. Nothing feeds a training pipeline. Your clients' numbers stay your clients' numbers.
Rules updated on every notification.
GST, ITR, TDS rule engine is versioned, audit-logged, and updated inside 48 hours of CBDT or CBIC notifications. You can inspect every rule on the Rules page. No black boxes.
The practice, after the upgrade.
Early reactions from CA practices across Karnataka. Named attributions appear as each practitioner goes on the record.
The WhatsApp follow-ups used to eat my Monday mornings. Clients see what's missing themselves now. I got a day back a week. That's ten returns extra per quarter.
Gemini reads a Zerodha capital gains statement faster than I can scroll to page 3. And when it's unsure, it tells me exactly which field to double-check. That's the feature I didn't know I was missing.