Dashboard Accounting & Tax CA / Accountant Access

CA & Accountant Portal Access

Share a secure, read-only audit link with your CA or Tax Consultant. They can view your monthly sales register, purchase bills, and download 1-click GSTR-1 & GSTR-3B Excel sheets for filing without needing your login password.

Your Dedicated CA Audit Link

Only people with this secret link can access your tax data.

ACTIVE
Read-only access โ€ข Real-time synchronization

PIN / Password Protection

Add an optional 4 to 12 character PIN so only authorized CAs can open the link.

No PIN (Link Only)

Data & Permission Controls

Choose what information your CA is allowed to view and download.

Rotate / Invalidate Link

Changed your CA or want to revoke access? Rotating the link immediately disables the old URL and gives you a fresh one.

Access Analytics

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Your CA can filter records by Financial Year (FY 2026-27, FY 2025-26) or monthly quarters directly on the portal.

How CAs Use This

  • 1 Send the link via WhatsApp or Email to your CA.
  • 2 Your CA opens the page (enters PIN if set) and selects the filing month.
  • 3 They click "Download GSTR-1 Excel" and "Download ITC Register" to file returns in 2 minutes.

Need Custom Tax Reports?

Our support team and AI Tax Assistant are here to assist your accountant.

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