Finocket for CA Firms
See every client's books from one screen
When a client adds you to their Finocket workspace, you get a read-only seat. Your cockpit ranks those clients by what needs attention, and your firm's own workspace keeps its client roster and fee invoices.
The problems we fix first
No single view of which client needs attention this week
Today: Partners keep a spreadsheet or a WhatsApp list of clients and ask each one for an update by phone.
With Finocket: The cockpit lists every client workspace you were invited to, ranked by attention, with a health score for each.
Due dates tracked by hand for every client
Today: A wall calendar or a shared sheet of GST and TDS dates, updated by an articled assistant each month.
With Finocket: One cross-client calendar reads each client's own GST settings and exports to .ics. ITR dates show as advisory milestones.
Chasing clients for Tally backups and Excel exports
Today: Clients email or pen-drive a backup at month end, and staff restore it on a practice machine.
With Finocket: A client adds you as a read-only team member, so you read their live books instead of a copy. Hand-to-CA and Tally XML exports are there when you need a file.
How it works, end to end
- Client onboarding
- Purchase
- Stock
- Sale
- Billing
- GST (the firm's own and its clients')
- TDS
- Collections
- Accounts
- Reporting
- Certificates and signatures
Built for
- CA practices of 1 to 20 people: partners, managers and articled assistants
- Practices whose SME and individual clients keep their books in Finocket
- Firms that bill clients for returns, bookkeeping, audit and advisory work
What you get
Client cockpit
Every client workspace you have been added to, on one screen, ranked by what needs attention, with a health score for each.
Cross-client compliance calendar
GST and TDS dates for every client in one calendar, with an .ics export. GST dates follow each client's own GST settings; TDS dates are worked out from the client's expense rows. ITR dates are shown as advisory portfolio-wide milestones.
Bulk receivable reminders
Review a worst-first plan of overdue receivables across clients and approve it once. Consent is checked again for each recipient before anything is sent.
GSTR-2B purchase reconciliation
Match a client's purchases against GSTR-2B and record the action taken on each mismatch. Finocket prepares; it does not file returns.
GST notice register
Log a notice exactly as received, track it, and start a reply draft from the client's own records.
Fee invoices and retainers
Raise the firm's fee invoices and recurring retainers, and tag each fee line with the assignment it was for, from GST returns to advisory.
Firm client roster
Your own client list with the engagements you hold, your file number and the engagement letter date, without retyping the PAN and legal name Finocket already stores.
UDIN on the fee line
A text field on a fee line where you type the UDIN you generated for that assignment. Finocket stores what you type; it does not generate or check it.
DSC expiry date
Record a client's DSC expiry date on their roster entry. It is a date you keep; no reminder reads it yet.