Tax and books
A filing board for CA firms
A filing board for CA firms: every client and every return with a status the whole team can see.
Add clients with GSTIN, pick services, and track GSTR-1, GSTR-3B and late fees.
- 01What the board tracks
- 02A board the whole firm can read
- 03For practices of every size
What this solves
Month end becomes a scramble for the CA
Sales, purchases and payments are kept in different places, so the CA rebuilds the month before filing, and errors surface as mismatches and notices.
Every invoice, bill and payment posts to the books and the GST figures as it is saved. The GSTR-1 file and the month's summary are ready from your own records.
Returns are prepared from figures that already agree, so the CA's work is review, with nothing to enter again.
What the board tracks
A board the whole firm can read
Each return is a card that moves stage by stage until it is filed, so a partner sees the whole practice at a glance.
For practices of every size
A sole practitioner uses it as a monthly checklist. A larger firm uses it to divide work and spot backlog before the due date.
How it works
How it goes in MatruOS
- Sign up as a CA firmDescribe your practice in one sentence. MatruOS sets up the firm's registers.
- Add clientsEnter each client with their GSTIN.
- Pick servicesChoose the services you handle for each client, such as GST returns.
- Work the boardTrack GSTR-1 and GSTR-3B for every client, with late fees for anything overdue.
Questions
Questions people ask
Do my clients need to use MatruOS?
No. You add clients to your board with their GSTIN whether or not they use MatruOS for their own billing.
Does the board file returns on the GST portal?
The board tracks the status of each return. Filing on the portal is done by your team as usual.
Can my staff see the board?
Yes. Invite them by email, or share the invite link on WhatsApp, and they work from the same board.
How are late fees tracked?
When a return passes its due date without being marked filed, the board tracks the late fee so you can tell the client and plan the filing.
Read next
Where to go from here
Run the whole business on one system Set up for your trade.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes