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Professional and business services · Services

MatruOS for a CA firm doing audit and tax

Set up the way a CA firm doing audit and tax runs: monthly retainers for books and GST; per-job fees for ITR, tax audit, statutory audit, ROC, TDS returns, certificates, CMA data and notice replies; bank stock and branch audits. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

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Professional and business servicesReady when you sign up

  • 11routines on a timetable
  • 3workflows with approvals
  • 2SOPs and checks
  • 4registers of your own
  • 4jobs for your AI team
  • 9licences tracked

7-day free trial, no card needed.

What this solves

What a CA firm doing audit and tax deals with today, and what MatruOS sets up for it

01Today

Clients send bills and statements late and in pieces, so every return is a last-day rush. GSTR-2B mismatches take days and clients lose ITC.

02In MatruOS

MatruOS sets up 11 routines, 3 workflows, 4 registers and 9 licences for a CA firm doing audit and tax, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. MSME client
  2. CA firm
  3. GSTN, income-tax, TRACES, MCA, EPFO portals
  4. notices back
  5. CA (reply, appeal)

Your customers

  • Traders and shopkeepers
  • Manufacturers and MSMEs
  • Companies and LLPs
  • Salaried and professional individuals
  • Banks (stock, concurrent and branch audits)
  • Trusts and societies

Your suppliers

  • Tax and accounting software publishers
  • DSC issuers
  • Staff and articled assistants
  • Other CAs (referrals, sub-contracted audits)
  • Courier

Credit and cash

Retainers billed monthly but often paid quarterly or at year-end; per-job fees on completion; 30-40% of fees collected 3-12 months late; banks pay audit fees after the audit closes

Staff salaries monthly, cash comes in lumps around ITR, audit and year-end; March and October are the biggest collection months

Your screens use your words

  • CustomerClient
  • OrderAssignment
  • ItemReturn or report
  • InvoiceFee bill
  • productService
  • SupplierVendor

How it works

How MatruOS is set up for a CA firm doing audit and tax

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "CA firm", typed when you sign up.
  2. Recognised as a CA firm doing audit and taxRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a CA firm doing audit and tax

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Operations head

Lists, client by client, which documents are missing for this month's returns; drafts the WhatsApp or email request with the exact list; on filing, drafts a 'filed' message with the ARN

Reads client register and compliance tracker

Asks you before sending

Accountant

Matches purchases with GSTR-2B, lists missing, excess and wrong-GSTIN ITC by supplier, and prepares the mismatch note for the client and the GSTR-1 summary for approval

Reads purchase register, GSTR-2B download and compliance tracker

Asks you before sending

Operations head

Lists notices by reply date and returns due this week by staff member; flags anything due within 7 days with no draft; prepares the Monday review sheet

Reads notices register and compliance tracker

Works it out and shows you

Accountant

Drafts fee bills for every filed return and signed report not yet billed; lists dues over 90 days with a polite reminder for each

Reads compliance tracker, fee bills and client register

Asks you before sending

1 / 4

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day1

  • 10:00 amChase bills and statements for this month's returnsStaff accountant · 3 steps
    1. 1See which clients have not sent sales, purchase and bank data for the month
    2. 2Send the WhatsApp or email request with the exact list of what is missing
    3. 3Mark documents received in the compliance tracker

Every week1

  • Mon 6:00 pmPartner review of deadlines and open noticesPartner · 3 steps
    1. 1Go through returns due this week and who is behind
    2. 2Go through notices with reply due in the next 15 days
    3. 3Reassign work where an article is on exam leave

Every month4

  • 4thTDS deposit for clients (by the 7th)Staff accountant · 2 steps
    1. 1Work out TDS on last month's rent, contractor, professional and salary payments
    2. 2Send the challan amount to each client and confirm payment by the 7th
  • 8thGSTR-2B match and GSTR-1 (by the 11th)Staff accountant · 4 steps
    1. 1Post purchase bills and download GSTR-2B
    2. 2Match purchase register with 2B and list missing or excess ITC by supplier
    3. 3Prepare GSTR-1 and send the summary to the client for approval
    4. 4File GSTR-1 after the client says yes and save the ARN
  • 17thGSTR-3B and tax challan (by the 20th)Audit manager · 3 steps
    1. 1Review 3B draft against GSTR-1 and the 2B match
    2. 2Send tax payable and challan to the client
    3. 3File after payment and share the acknowledgement
  • 25thRaise fee bills and follow up duesPartner · 2 steps
    1. 1Bill every retainer and every job finished this month
    2. 2List clients with dues over 90 days and call the top ten

Every year1

  • MarYear-end closing and tax planning (March)Partner · 2 steps
    1. 1Meet business clients on stock, provisions and last advance tax
    2. 2Collect pending fees before 31 March

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Monthly GST cycle for a client

  1. 1Documents requestedStaff accountant
  2. 2Documents receivedOffice assistant
  3. 3Entries and 2B match doneStaff accountant
  4. 4Draft reviewedAudit manager
  5. 5Client approves return and taxPartnerNeeds approval
  6. 6Filed and ARN sharedStaff accountant

Tax or statutory audit

  1. 1Engagement letter signedPartnerNeeds approval
  2. 2Books and documents receivedAudit manager
  3. 3Fieldwork and vouchingArticled assistant
  4. 4Working papers reviewedAudit manager
  5. 5Report signed and UDIN generatedPartnerNeeds approval
  6. 6Report uploaded and client acceptsStaff accountant

Notice to closure

  1. 1Notice logged with due dateOffice assistant
  2. 2Documents collected from clientStaff accountant
  3. 3Reply draftedAudit manager
  4. 4Partner approves replyPartnerNeeds approval
  5. 5Reply filed or hearing attendedPartner

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Clients

    Client name · Type · PAN · GSTIN · TAN · Services · Monthly retainer · Phone

  • Compliance tracker

    Client · Return or report · Period · Due date · Documents received · Client approved · Filed on · ARN or acknowledgement

  • Notices

    Client · Portal · Notice type · Date received · Reply due · Status

  • Fee bills

    Client · Work · Bill date · Amount · Received · Received on

  • Maker-checker before filing a return

    Nothing is filed without a check and the client's yes

    5 steps with checks

  • Audit report and certificate sign-off

    Sign only what the working papers support, and keep the firm's practice safe

    5 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
GST return filing retainer (small trader) · month99823118%
Bookkeeping and accounts writing · month99822218%
ITR filing (salaried individual) · return99823218%
ITR filing (business or profession) · return99823218%
Tax audit (Form 3CB-3CD) · engagement99822118%
Statutory audit of a private company · engagement99822118%
TDS return (quarterly) · return99823118%
GST annual return (GSTR-9 and 9C) · return99823118%
GST registration · registration99823118%
CA certificate (net worth or turnover) with UDIN · certificate99822118%
CMA data and project report for bank loan · report99831118%
Notice reply and representation · notice99823118%
  • Certificate of practiceProfessional body (ICAI, ICSI, Bar Council and others)
  • GST registrationGST department (GSTN)
  • PANIncome Tax Department
  • TAN (tax deduction account number)Income Tax Department
  • Professional tax registrationState professional tax office
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)If it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)If it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

PartnerSigns audit reports and certificates, generates UDIN, meets clients, approves fee bills, handles notices and hearings.
Audit managerAllocates work to staff and articles, reviews returns and working papers, tracks the compliance calendar.
Staff accountantPosts entries, reconciles GSTR-2B, prepares returns, files on portals.
Articled assistantVouching and audit fieldwork, data entry, document collection.
Office assistantCollects documents, couriers, DSC and token handling, fee receipts.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a CA firm doing audit and tax?

Type one line about your business when you sign up, for example "CA firm". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

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Run a CA firm doing audit and tax on one system Set up for your trade when you sign up.

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.

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Chat with the MatruOS team on WhatsApp, +91 97234 99901