12 Practice Modules Engineered for Indian Chartered Accountants.
Every operational module is built around Indian tax statutes, ICAI quality control standards, and four-eyes maker-checker discipline — with zero technical jargon.
Automated GSTR-1, 3B, 9/9C Filing with Purchase Register vs 2B 3-Way Match
Eliminate manual matching errors and blocked Input Tax Credit (ITC). CA Office OS ingests your purchase register and government GSTR-2B JSON files to execute automated 3-tier matching: Exact match, Probable match within custom tolerances, Missing in 2B, and Missing in Books.
Key Compliance & Operational Capabilities:
Section 16(2)(aa) statutory eligibility verification before filing GSTR-3B
Section 17(5) blocked credit isolation (motor vehicles, food/beverage, personal consumption)
Rule 37A supplier tax-unpaid tracking with automated vendor follow-up notices
Annual Information Statement (AIS) & Tax Information Summary (TIS) cross-verification against Form 26AS
DIRECT TAX
TDS & TCS Withholding Tax Desk
Quarterly e-TDS Returns, Lower Deduction Tracking, and Form 16/16A Generation
Manage client withholding obligations effortlessly. Automates quarterly e-TDS return filing for salary, domestic contractors, non-residents, and TCS collections with BSR code verification and ITNS 281 challan validation.
Key Compliance & Operational Capabilities:
Form 24Q (Salary), Form 26Q (Domestic), Form 27Q (NRI), Form 27EQ (TCS)
ITNS 281 challan validation, BSR code matching, and minor head verification
Section 206AB & 206CCA automated PAN verification for higher penalty deduction rates
Section 197 lower/nil deduction certificate validation and threshold tracking
Single-click Form 16 & Form 16A PDF generation and automated client email dispatch
CORPORATE LAW
MCA & ROC Corporate Governance Hub
Company Secretarial Compliance, Annual ROC Filings, and Director KYC
Maintain corporate compliance for private limited companies, OPCs, LLPs, and public firms. Streamlines annual filings with MCA V3 portal integration, statutory registers maintenance, and director disqualification monitoring.
Key Compliance & Operational Capabilities:
Form AOC-4 (Financial Statements in XBRL & Non-XBRL) & Form MGT-7/7A (Annual Return)
Director KYC (Form DIR-3 KYC) and disqualification monitoring u/s 164(2)
Digital Audit Dossiers Aligned with ICAI Standards on Auditing (SA) & CARO 2020
Enforce institutional audit quality. Provides digital working paper templates mapped directly to ICAI Standards on Auditing (SA 230, SA 315, SA 500) and a comprehensive 21-clause CARO 2020 digital checklist.
Key Compliance & Operational Capabilities:
SA 230 audit documentation retention & SA 500 audit evidence cross-referencing
CARO 2020 21-clause digital checklist with cross-linked working papers and audit notes
Materiality threshold calculator, sampling evidence logs, and analytical review worksheets
Multi-Bank Statement Ingestion & Automated General Ledger Matching
Automate time-consuming bank reconciliation statements. Ingest digital statements from over 40 Indian banks to execute automated ledger matching against Tally, Zoho, and SAP general ledgers.
Key Compliance & Operational Capabilities:
Ingestion support for SBI, HDFC, ICICI, Axis, PNB, Canara, and 40+ Indian banks
Automated ledger matching against Tally XML/Excel imports and ERP ledgers
Unpresented cheques, uncredited deposits, and unidentified bank charges detection
Instant Bank Reconciliation Statement (BRS) certificate generation for audit dossiers
TAX LITIGATION
Notice Scrutiny & Assessment Defense
Faceless Income Tax Assessment & GST Show-Cause Notice Management
Defend client assessment proceedings systematically. Tracks Income Tax faceless scrutiny notices, GST show-cause notices, and statutory limitation dates with mandatory DIN validation.
Manage CA firm revenue, disbursements, and tax credit recoveries. Issues GST-compliant professional fee invoices under Service Accounting Code (SAC) 998222 and reconciles client 194J TDS deductions.
Reconciliation of Form 26AS TDS credits against firm receivables and aged debtor tracking
PRACTICE OPERATIONS
Staff Timesheets & WIP Realization
Daily Activity Logging, Article Assistant Stipend Tracking, and Partner WIP
Monitor engagement profitability and billable hours. Captures daily time entries for Article Assistants, Paid Assistants, and Managers, providing partner dashboards for Work-In-Progress (WIP) aging.
Key Compliance & Operational Capabilities:
Daily activity time logging with ICAI article attendance & stipend disbursement records
Realization rates and unbilled Work-In-Progress (WIP) valuation aging
Partner billability analytics, recovery percentages, and engagement profitability
Article assistant mandatory training logs and leave balance management
PRACTICE SECURITY
Document Vault & Digital Signatures (DSC)
Permanent Client Master Dossiers & Class 3 DSC Expiry Radar
Centralized, zero-loss client document repository. Organizes permanent client master records (PAN, COI, MOA/AOA, Deeds, GST Registration) with automated Digital Signature Certificate (DSC) monitoring.
White-Labeled Portal for Direct Document Uploads & Self-Service Downloads
Provide clients with a modern, secure digital experience. Clients drop bank statements and invoices directly into their portal, approve draft computations, and download filed acknowledgments 24/7.
Key Compliance & Operational Capabilities:
Direct document drop-off without endless WhatsApp, email attachments, or phone calls
Domain-Specialized Tax Research & Draft Generation with Mandatory Partner Clearance
Leverage domain-specific generative AI built for Indian tax jurisprudence. Summarizes lengthy ITAT, High Court, and Supreme Court judgments and drafts initial scrutiny responses.
Key Compliance & Operational Capabilities:
Summarization of complex ITAT, High Court & Supreme Court tax jurisprudence rulings
First-draft generation for scrutiny questionnaires, ASMT-10 replies & representation letters
Draft audit observation notes cross-referenced to supporting working paper evidence
Strict Four-Eyes policy: AI outputs require licensed CA Partner review and signature
Transform Your CA Firm’s Operational Discipline Today.
Bring all 12 modules into a single, secure workspace engineered by Whiz IT Services.