CACABookkeeper

CABookkeeper in 1 minutes

A 65-second narrated tour of CABookkeeper: the dashboard, every kind of client, the compliance desk, 65 client services, calculators, the filing status grid and fee invoices.

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Transcript

Every month you chase documents and due dates for GST, TDS, PF and ROC across dozens of clients, on spreadsheets and WhatsApp. CABookkeeper puts your whole practice in one place. Sign up with your name, email and a password. No card is needed. On your first steps page, add your own client, or press Try with an example to see a result in under a minute. Upload a bank statement as a PDF, Excel or CSV file. Every line is checked against the running balance and matched to a ledger, ready to import into Tally. The dashboard shows what is due, what is waiting for your review, and risk flags in the books. The compliance desk runs every filing the same way: collect documents, fill the form, review, approve and file. The filing status grid shows every client against every return: filed, in review, or still waiting for documents. When the work is filed, raise GST invoices for your fees and track every payment. Free for your first 3 months. Then you pay only for what you use. Start at cabookkeeper.com.