Skip to content
Enterprise FlagshipEngineered by Whiz IT Services · Enterprise AI & Digital Transformation Leader
Visit Whiz IT Services
Whiz IT Services · Enterprise Solution for Indian CA Firms

The Complete Practice Operating System for Chartered Accountant Firms.

Unify GST 3-way reconciliation, Direct Tax & MAT computations, TDS filings, MCA corporate governance, CARO 2020 statutory audits, and practice billing under a four-eyes maker-checker institutional workflow.

ICAI SQC 1 Compliant
Mandatory UDIN Safeguards
4-Eyes Maker-Checker Review
Bank-Grade Data Sovereignty
Interactive Practice Dashboard · Live Firm Operations Overview
Partner Command CenterReal-time Compliance & Attestation Cockpit
Active Practice Cycle
Statutory Filings Due
04
Maker-Checker Queue
07
UDIN Clearances
03

Priority Compliance Queue

  • Apex Infra LtdGSTR-3B vs 2B 3-Way Reconciliation & Filing
    Awaiting Partner Sign-off
  • Zenith Exports Pvt LtdAdvance Tax Q3 Installment & MAT u/s 115JB
    Ready for Review
  • Nova Pharma SolutionsStatutory Audit CARO 2020 & UDIN Clearance
    EQCR Review
  • Silverline Retail LtdFaceless Scrutiny u/s 143(2) DIN Response
    Due in 3 Days

Four-eyes maker-checker controls enforced across every client engagement.

12Integrated Practice Modules
100%Audit Trail & UDIN Compliance
3-WayAutomated GSTR-2B Match
4-EyesMaker-Checker Quality Gates
0Missed Statutory Deadlines
PRACTICE-TESTED MODULES

Twelve Purpose-Built Modules for Modern Indian CA Practices.

Every module is engineered specifically for Indian statutory requirements, tax laws, and professional practice workflows with zero technical friction.

INDIRECT TAX

GST Compliance & 3-Tier Reconciliation

Automated preparation, 3-way reconciliation, and return filing for GSTR-1, GSTR-3B, and GSTR-9/9C annual audits.

  • Automated 3-tier matching: Purchase Register vs GSTR-2B
  • Section 16(2)(aa) eligibility checks & Section 17(5) blocked ITC
  • Rule 37A supplier tax-unpaid alerts & vendor reminder notices
  • One-click filing payload generation with audit trails
DIRECT TAX

Direct Tax, MAT & Advance Tax Suite

Comprehensive computation engine for individuals, firms, LLPs, and corporates with tax optimization simulations.

  • ITR-1 through ITR-7 computation with automated deductions
  • Sec 115JB MAT vs Sec 115BAA concessional tax comparison
  • Advance Tax calendar (15%, 45%, 75%, 100%) with 234B/C interest minimization
  • AIS & TIS cross-verification against Form 26AS records
DIRECT TAX

TDS & TCS Withholding Tax Desk

Quarterly e-TDS returns preparation, lower deduction certificate tracking, and single-click Form 16/16A generation.

  • Form 24Q (Salary), 26Q (Domestic), 27Q (NRI), 27EQ (TCS)
  • ITNS 281 challan validation, BSR codes, and minor head tracking
  • Sec 206AB / 206CCA verification for higher rate non-filers
  • Automated Form 16 / 16A generation and digital client dispatch
CORPORATE LAW

MCA & ROC Corporate Governance Hub

Company secretarial compliance, statutory registers, annual filings, and director compliance monitoring.

  • Annual ROC filings: Form AOC-4 (Financials) & MGT-7/7A
  • Director KYC (DIR-3 KYC) and disqualification monitoring u/s 164(2)
  • Statutory registers u/s 88, 186 & 189 with resolutions generator
  • MCA charge creation and satisfaction tracking (CHG-1, CHG-4)
ATTESTATION & AUDIT

Statutory Audit & CARO 2020 Working Papers

Digital audit working paper system aligned with ICAI Standards on Auditing (SA) and reporting orders.

  • Standards on Auditing (SA 230 documentation, SA 500 audit evidence)
  • CARO 2020 21-clause digital checklist with cross-referenced WPs
  • Materiality threshold calculator & sampling evidence logs
  • Mandatory UDIN generation safeguard before report release
ACCOUNTING & AUDIT

Bank Statement Reconciliation (BRS)

Multi-bank statement ingestion and automated matching against client general ledgers and Tally/ERP books.

  • Statement ingestion across 40+ Indian private and public sector banks
  • Automated ledger matching against Tally and ERP books
  • Unpresented cheques, uncredited deposits & auto-identified charges
  • Instant BRS certificate generation for audit dossiers
TAX LITIGATION

Notice Scrutiny & Assessment Defense

Systematic case management for Income Tax faceless assessments and GST show-cause notices.

  • Faceless Assessment tracker (Sec 143(2) scrutiny, Sec 148, Sec 131)
  • GST notice management (Form DRC-01 SCN, ASMT-10 intimations)
  • Mandatory Document Identification Number (DIN) verification
  • Statutory limitation countdown clocks to prevent ex-parte orders
PRACTICE OPERATIONS

Practice Billing & Section 194J Tracking

Professional fee billing for CA firms with out-of-pocket disbursement tracking and client TDS recovery.

  • GST-compliant tax invoices under Accounting Code SAC 998222
  • Client TDS deduction tracking u/s 194J (10% / 2%) on firm invoices
  • Reconciliation of Form 26AS TDS credits against firm receivables
  • Aged debtor tracking and automated payment reminder schedules
PRACTICE OPERATIONS

Staff Timesheets & WIP Realization

Client-wise and engagement-wise daily time logging for Article Assistants, Paid Staff, and Managers.

  • Daily activity time logging with ICAI article attendance records
  • Realization rates and unbilled Work-In-Progress (WIP) aging
  • Partner billability analytics and engagement profitability
  • Article assistant stipend tracking and leave balance management
PRACTICE SECURITY

Document Vault & Digital Signatures (DSC)

Permanent client master vault with zero-loss archiving and digital signature expiry monitoring.

  • Permanent client dossiers (PAN, COI, MOA, Deeds, GST Certs)
  • Director Digital Signature Certificate (Class 3 DSC) expiry radar
  • Intelligent OCR field extraction from challans and bank statements
  • Granular client-wise document confidentiality controls
CLIENT EXPERIENCE

24/7 Client Collaboration Portal

White-labeled client workspace for direct document uploads, approvals, and acknowledgment downloads.

  • Direct document drop-off without endless WhatsApp or emails
  • Client approval workflows for draft financials & tax filings
  • Instant self-service download of filed ITR-V, GSTR-3B & challans
  • Automated statutory payment reminders (Advance Tax, TDS, GST)
AI & INTELLIGENCE

Governed CA Copilot (Domain AI Assistant)

Specialized tax research and drafting assistant with mandatory human partner review and sign-off.

  • Summarization of complex ITAT, High Court & Supreme Court rulings
  • First-draft generation for scrutiny questionnaires & representation letters
  • Draft audit observation notes cross-referenced to working papers
  • Strict Four-Eyes policy: AI cannot finalize or submit without CA sign-off
LIVE COMMAND COCKPIT

Know What Needs Attention. And Who Owns It.

A clear, executive view of the practice: approaching filing deadlines, four-eyes review queues, and partner UDIN clearances with complete supporting context.

Interactive Practice Dashboard · Live Firm Operations Overview
Partner Command CenterReal-time Compliance & Attestation Cockpit
Active Practice Cycle
Statutory Filings Due
04
Maker-Checker Queue
07
UDIN Clearances
03

Priority Compliance Queue

  • Apex Infra LtdGSTR-3B vs 2B 3-Way Reconciliation & FilingPrepared by Anika · Article Assistant
    Awaiting Partner Sign-off
  • Zenith Exports Pvt LtdAdvance Tax Q3 Installment & MAT u/s 115JBPrepared by Rahul · Senior Accountant
    Ready for Review
  • Nova Pharma SolutionsStatutory Audit CARO 2020 & UDIN ClearanceAssigned to Meera · Audit Manager
    EQCR Review
  • Silverline Retail LtdFaceless Scrutiny u/s 143(2) DIN ResponseAssigned to Vikram · Chartered Accountant
    Due in 3 Days

Recent activity: Anika completed 3-tier GSTR-2B match. Meera verified reconciliation evidence.

Prioritized Statutory Queue. Read the work queue strictly by statutory due dates, risk exposure, and filing urgency.

Complete Supporting Dossiers. Every task carries client registers, bank statements, previous return receipts, and working papers.

Four-Eyes Verification Trail. See exactly who prepared the computation, who performed the review, and when the partner cleared it.

DISCIPLINED EXECUTION

One Continuous, Institutional Flow of Work.

From initial client onboarding to quality review, UDIN sign-off, filing, and final fee realization.

Stage 01Partner

Client Onboarding & Scope

PAN & GSTIN verification, KYC dossier completion, conflict of interest check, and formal Engagement Letter issuance under ICAI SQC 1 standards.

Stage 02Client & Staff

Document Ingestion & Vault

Bank statements, purchase registers, and challans are securely uploaded to the permanent client vault with intelligent automated field extraction.

Stage 03Article / Accountant

Preparation & 3-Tier Match

Worksheets are drafted, 3-tier GSTR-2B reconciliation is executed, blocked credits u/s 17(5) are isolated, and draft return computations are prepared.

Stage 04Senior CA / Manager

Four-Eyes Review & Quality Check

Reviewers inspect underlying evidence, verify tax law applicability, flag observations, and validate audit working papers before partner clearance.

Stage 05Signing Partner

Partner Sign-Off & Official Filing

The licensed Chartered Accountant partner conducts final review, generates the mandatory Unique Document Identification Number (UDIN), and files with the authority.

Stage 06Practice Finance

SAC 998222 Billing & 194J Recovery

GST-compliant fee invoice is issued, client TDS deduction under Section 194J is monitored, Form 26AS credits are reconciled, and permanent records are archived.

GOVERNANCE & COMPLIANCE

Built Around the Institutional Responsibilities of a CA Firm.

Adherence to ICAI guidelines, professional ethics, and mandatory quality controls is woven directly into every client interaction.

ICAI SQC 1 Compliance

Built-in Standard on Quality Control (SQC 1) adherence: mandatory 7-year documentation retention (SA 230), annual independence confirmations, and engagement quality reviews.

Mandatory UDIN Safeguards

System safeguards prevent the release of audit reports, tax certificates, and attestations without an authorized Unique Document Identification Number (UDIN).

Four-Eyes Maker-Checker

Strict role separation guarantees that the preparer cannot be the reviewer or signing partner. Every filing requires verified two-tier sign-off.

Multi-Branch Firm Architecture

Seamless management across Head Office and regional branch offices with centralized partner governance, unified quality control, and branch-specific timesheets.

TAILORED WORKSPACES

Empowering Every Member of Your Practice Ecosystem.

Designed to deliver clarity, eliminate redundant follow-ups, and ensure total peace of mind for staff, managers, partners, and clients.

Senior Managing Partners

Complete Institutional Oversight

Monitor firm-wide realization rates, unbilled WIP, approaching statutory deadlines, and UDIN compliance across all offices with zero administrative clutter.

Audit & Tax Managers

Disciplined Four-Eyes Execution

Manage maker-checker review queues, track preparation timelines, reassign tasks during peak tax season, and verify reconciliation evidence seamlessly.

Article Assistants & Staff

Structured Checklists & Ownership

Work with step-by-step statutory checklists, log daily billable timesheets, eliminate repetitive manual data entry, and learn under structured guidance.

Corporate & SME Clients

Real-Time Transparency & Trust

Drop bank statements and invoices into a secure 24/7 portal, approve computations, and download filed acknowledgments and tax challans anytime.

TECHNOLOGY PARTNER & CREATOR

Engineered and Powered by Whiz IT Services.

Whiz IT Services (whizitservices.com) is an enterprise AI solutions and digital transformation powerhouse headquartered in Pune, Maharashtra, India.

Specializing in mission-critical operating systems, AI-driven platforms, and enterprise cloud architecture, Whiz IT Services created CA Office OS to solve the demanding compliance, security, and quality challenges faced by Indian accounting leaders.

Bank-Grade Data Sovereignty

Hosted exclusively in secure, India-based cloud data centers compliant with Indian data sovereignty and strict client confidentiality.

Domain Document AI & OCR

Proprietary document intelligence tailored to parse Indian tax challans (ITNS 280/281), bank statements, and bilingual invoices with high accuracy.

High-Availability Resilience

Enterprise cloud infrastructure engineered to handle massive peak volume during critical filing deadlines (July 31st, Sept 30th, Oct 31st).

Continuous Statutory Updates

Dedicated regulatory engineering team keeping the platform aligned with Union Budget amendments, CBDT notifications, and GST circulars.

Bring Your Entire CA Practice Into One Disciplined Workspace.

Join forward-thinking Chartered Accountant practices who have replaced scattered spreadsheets and endless emails with institutional quality control.