IndiaAuditLens
Run the firm, not just the file.
For CA firms: clients, deadlines, documents, leads and client acceptance on the same record as the audit and the returns, for the whole team.
Where a firm loses time between the jobs.
- The same details, typed again: PAN, GSTIN and contacts live in a register, a sheet and an inbox, and drift apart.
- Deadlines in someone's head: Who files what, by when, and whether it went, sits in a diary or a group chat.
- Files in shared folders: Engagement letters and bank statements are scattered across drives, with no version or expiry.
Clients and engagements: One record for each client.
- PAN, GSTINs, TANs, key people and bank accounts captured once, and used on every engagement and return. Each engagement carries its team, scope, year and status.
- One client page with its audits, returns, deadlines, documents and activity.
- Engagements linked to last year, with the team set by role.
- Roles and permissions set by the firm: who can see, prepare and approve.
Compliance calendar: Every client deadline, with its owner and its proof.
- Recurring deadlines for each client, generated monthly, quarterly or yearly, with owners, priorities and reminders.
- List and calendar views: overdue, due this week, due this month and done.
- Filter by client, type, owner and status; record extensions when dates move.
- Mark a filing done with its acknowledgement number, so the proof stays with the deadline.
CRM: Leads and follow-ups, through to a new client.
- Leads with contacts, owner, source and the next follow-up date, on a pipeline board you move by stage.
- Activities and proposals kept with the lead.
- A won lead becomes a client in one step, without retyping.
- Pipeline values are estimates, not revenue.
Documents: Client files in folders, with versions and expiry.
- Folders, tags and bulk upload for each client, with versions, activity history and access control.
- Full-text search across documents, and alerts before a document expires.
- Document completeness for each engagement, so missing papers show early.
- The firm's policies and SOPs, with each colleague's acknowledgement recorded.
Client acceptance and quality: Acceptance and quality records, kept as you work.
- Client acceptance and continuance with a risk grade, preparation, review and the next due date.
- Independence declarations and the firm's quality records in one place.
- KYC records kept with the client, at the depth its work needs.
- Records of what the firm has done; not a certification or a compliance score.
Frequently asked questions
Is IndiaAuditLens only CA practice management software?
No. Practice management sits around the work itself: the audit, your clients' GST, TDS and ITR, and AuditIQ, all on the same client record.
Can a firm use IndiaAuditLens even if it already has task tracking?
Yes. You can start with the audit or the returns and bring deadlines and documents in later.
Who in the firm benefits most?
Partners see deadlines, open findings and work waiting for their approval; managers assign and review; the team works from one client record instead of shared folders.
How many users can we add?
As many as you need. Every plan has every feature and unlimited users; plans go by the number of clients.