Every client’s books in one place
Your clients keep Tally; you see every book as it is today, with the month’s returns, the queries and the audit file across the firm. No more asking for a backup.
Filed
16
Prepared
3
Waits on client
3
Due
2
| Client | Books read | TDS · 7 Oct | GSTR-1 · 11 Oct | GSTR-3B · 20 Oct |
|---|---|---|---|---|
| Navkar Electricals Pvt Ltd | Today 9:40 | Filed | Filed | Prepared |
| Sahyadri Polypack Pvt Ltd | Today 8:15 | Filed | Filed | Prepared |
| Arogya Pharma Distributors LLP | Today 10:05 | Filed | Filed | Filed |
| Kaveri Auto Components Pvt Ltd | 3 days ago | Waits on client | Waits on client | Due |
| Shree Ganesh Traders | Yesterday | Nil filed | Filed | Filed |
| Patel Agro Foods LLP | Today 9:12 | Filed | Filed | Prepared |
| Deccan Tiles & Sanitary | Today 7:50 | Filed | Waits on client | Due |
| Mehta Textile Mills | Yesterday | Filed | Filed | Filed |
What changes
- Before
Asking each client for a Tally backup
With TallyNexaEach client’s books read by the connector beside their Tally
- Before
A spreadsheet of who has filed what
With TallyNexaA filing calendar: every client, every return, where it stands
- Before
Chasing papers over mail and calls
With TallyNexaQueries and PBC lists in one place, with reminders
A month in the firm
Monday
Your work, by date
Every job on your name across the firm’s clients: due this week, late, waiting on the client, or waiting for your review.
11 Oct
One run for the month
Run the month across every book at once. Before it starts, it says which books were read after the month end and whom to ask to open Tally.
Every day
Everything you wait for, in one place
Every query to every client, by age and state. Raise one on a book, send it, and mark it answered when the paper comes in.
Audit season
The audit file, built as you work
Working papers from A1 to F3, tied to the trial balance: ledger scrutiny, vouching samples, confirmations and the statements with their notes.
Due this week
18
Clients’ bills become entries
A client sends a photo or a PDF. Nexa reads it, your team checks it beside the paper, and the voucher goes into that client’s Tally with the right ledgers.
The bill
Purchase billPlot 44, GIDC Estate, Halol, Gujarat 389350
GSTIN 24AAECK4821M1ZG
Bill to
Navkar Electricals Pvt Ltd
Naroda GIDC, Ahmedabad
| Item | HSN | Qty | Amount |
|---|---|---|---|
| FR PVC wire 1.5 sq mm, 90 m | 8544 | 40 | 65,600.00 |
| FR PVC wire 2.5 sq mm, 90 m | 8544 | 18 | 46,800.00 |
The entry
| Item | Qty | Rate | GST | Amount |
|---|---|---|---|---|
| FR PVC wire 1.5 sq mm, 90 m | 40 Coils | 1,640.00 | 18% | 65,600.00 |
| FR PVC wire 2.5 sq mm, 90 m | 18 Coils | 2,600.00 | 18% | 46,800.00 |
Ready to post
Made for CA firms
The plan that fits
Enterprise
Quoted
for what you need
Practice and audit for the whole firm, with the users and businesses you need, priced for you.
- Practice and audit for CA firms
- Businesses, users, bill pages and Nexa credits as agreed
- Scheduled reports as agreed