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For youUpdated 6 Oct 20265 min

Finocket for Chartered Accountants

A read-only login to every client's books, exceptions flagged before they become notices, computed GST and TDS working papers, and a Hand-to-CA file your Tally imports directly - the CA as a first-class user, free. Inside each client you see only that client's entries.

CA
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Finocket for Chartered Accountants.

Stop chasing clients for data at year-end. A read-only login to every client’s books, exceptions flagged before they become notices, and a Hand-to-CA file your Tally imports directly. Finocket treats the CA as a first-class user, free.

Your first day

Open your CA portfolioEvery client's books, due dates and exceptions

Your rhythm

Weekly: open the portfolio, spot exceptions (the Exception report gathers negative balances, long-overdue bills and drifting statuses on one screen). Monthly: pull each client’s GSTR workings and TDS workbooks; the 26Q and 16A working papers arrive computed. Yearly: GSTR-9, the audit-trail export (every edit permanently logged), and the final Tally XML for your own filing workflow.

The screens you’ll live in

One compliance calendar across every client

Every client's GST, TDS and ITR deadlines merge into one agenda.

  • GST filings honour each client's real scheme (monthly, QRMP or composition) rather than assuming one shape fits all.
  • TDS payment and quarterly-return dates come from the same engine the rest of Finocket uses, so the calendar cannot disagree with the TDS screen.
  • Filter by deadline type or by client, jump into any client's workspace from a deadline chip, and export the whole agenda as an .ics file for Google or Outlook.
  • Weekend and festival hints tell you when to file early, and a summary card on your cockpit flags whatever is overdue.

The portfolio cockpit

Across your whole client list: a health score per client, an exception queue that surfaces what needs attention, a bulk reviewed-reminder run, a monthly GST prep ZIP, and the statements archive.

Three of those reads can run on a schedule instead of on your memory: scheduled agents for a Portfolio filing pulse (who has filed, who is behind, who has not sent their papers yet), a Books hygiene score per client, and a Deadline wall carrying every reachable client's next statutory date. They read the client workspaces you have been granted and leave you a notification. They are read-only like the rest of your login, so they never write to a client's books, never file a return, and never contact the client.

One client at a time

  • Portfolio cards show each client's name and business name in full, with the role and health labels on their own row beneath. The exception queue, the client list on bulk work and the client switcher show names in full too.
  • Inside a client's workspace, their books, ledgers, journal, Day Book, Cashbook, expenses, recent activity, saved reports and Hand to CA pack show only that client's entries.
  • Searching from the command palette looks only inside the client on screen.
  • If a client's recent activity could not be read, it says so instead of looking empty.

More in Running a client portfolio.

More in this hub

Every guide written for this reader, in book order.

CA

Modules & features

Where a tax figure comes from

Every tax figure in Finocket can show you the government sentence behind it, or tell you there isn't one. Why "no approved rule says this" is the product being careful rather than broken, and what to do when you see it.

The Compliance Newsroom

Tax changes in plain language, each citing the official document it was read out of and approved by a named person first, plus the difference between a change that was announced and one that was notified, which is the one that costs money.

Cess, exempt lines and transport details

Record what a supply really is when no tax is charged (nil rated, exempt or outside GST), plus compensation cess on a line, and the full transport leg an e-way bill needs so a consignment never moves on a Part-A-only bill.

The ITR working sheet for your CA

For a year that has finished: your own income re-cut into the heads of income the Income-tax Act uses, with the record behind every figure, a check that every rupee is accounted for, and a PDF or spreadsheet to hand over. It deliberately names no return form.

Two-way Tally sync

Bring vouchers across from a TallyPrime company and read every one before it reaches your books. Beta, and honest about it: nothing starts a sync on its own yet, and the push back into Tally shows you what would be sent without sending it.

Answer the Tally mapping queue

Tally ledgers and voucher types a waiting sync run could not resolve. Answer once per Tally connection and the sync remembers. Nothing is pre-filled, and nothing is ever guessed.

Undo a Tally sync

Roll a sync run back out of your books, or cancel in Tally what Finocket put there, and understand why some entries are reversed rather than removed, some are kept, and why a cancellation Finocket cannot prove is safe still carries a warning.

What an agent will never do

It will never file a GST or TDS return, never message your customer, never move money and never create another agent, and it cannot reach past the modules you switched on and the permissions you ticked. The software has no way of doing any of these.

Mysty voice: start here

Ask Mysty about your business out loud. Who turns it on, how each person verifies, how to talk to Mysty in the app or by phone, what you can ask, and how to stay in control - with a link to the guide for each step.

Verify your phone for Mysty voice

Mysty voice (beta, finocket#1774) needs a phone Finocket can trust is really yours before it will let you call and ask about invoices, dues and GST. This is that one step: add a number and confirm it with a six-digit code emailed to your account.

Talk to Mysty inside the app

Start a spoken conversation with Mysty from the app you are already signed in to - no code to read out. Each conversation lasts 15 minutes and only ever covers your own workspace. This first version is a scripted preview while the live voice service is connected.

Confirm a call to Mysty from your phone

When someone calls Mysty as you, your phone alerts you and Home shows a card. You confirm it is really you on the Verify it's you screen, behind your fingerprint, face or screen lock, or you block the call.

Your Mysty voice settings, devices and activity

Turn Mysty voice off for yourself, rename or remove the devices you enrolled, see what Mysty did on your calls, and lock everything at once with "This wasn't me". Workspace owners also choose which confirmation methods and roles are allowed.

Use-case playbooks

Onboard all your clients from one screen

Start an import for every client workspace in one go, give each client its own file, and see at a glance which clients are certified and which are not yet - or could not be read.

Year-end without the shoebox

GSTR-9 from your filed months, closing entries as balanced vouchers, the Hand-to-CA files in import order, and the personal-tax year closed from the same login.

Running a client portfolio

With many clients the question becomes which of them needs you first. The portfolio ranks clients by overdue receivables, missing GST setup and pending approvals, worked out when you open it. You can prepare GST packs for several clients together, your access is exactly what each client granted, and inside a client you see only that client's entries.

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Get started with Finocket

Sign up, tell Finocket who you are, finish the short onboarding wizard, add your first client and send your first GST invoice - in under ten minutes.

Install Finocket as a real app

Add Finocket to your home screen on Android, iPhone or desktop so it launches like any other app. It opens instantly and queues the entries you record with no signal.

Try Finocket with sample data

Seed a realistic sample business with one tap, explore every screen with believable numbers, then clear it all safely. Your real entries are never touched.