PRIVACY. SECURITY.
Security at Its Core.
With SmartLedger AI, accounting teams scale effortless without ever compromising on data security, privacy, or compliance.
Privacy PolicyPRIVACY. SECURITY.
With SmartLedger AI, accounting teams scale effortless without ever compromising on data security, privacy, or compliance.
Privacy PolicyManaging client companies, compliance and work as a CA firm.
Manage your firm's profile, team members and roles, plan and invoices, audit trail and deleted boards from Settings in the firm's left rail.
Run client jobs on Kanban boards, assign tasks to your team, log billable hours and raise fee invoices from the work done.
Answer each client's profile questions so SmartLedger can work out what they owe, and set your firm's financial year and internal deadlines.
Assign an obligation, prepare it with a checklist and documents, send it for review and record the filing, with every step kept in its audit trail.
See every client's statutory obligations in one firm-wide view, filter what needs attention, and plan deadlines on the compliance calendar.
Add client companies to your firm, open any client's books in one click, and decide which clients share your firm's plan pool.
Create your CA Practice App account, start your firm's free trial, and bring colleagues into the firm by email or invite link.