From sign-up to the client portal: every screen a CA firm uses, with what it does and where to find it. Captions: CC button in the player.
The same steps appear in the app as a checklist on your Home screen.
Meet VittSphere Practice. Your CA firm runs on its own, and you control it from anywhere. GST, ITR, TDS and notice work is prepared from portal data, your team works from one board, and you approve from your phone.
GST portal automation, ITR working, TDS through TRACES, notices, team, attendance and payroll, billing and client WhatsApp. Every feature is included in every plan.
Pricing is simple. Unlimited clients on every plan, a thirty day free trial, and no card needed to start.
Sign up with email, Google, or your mobile number. Name your firm, and you are in.
A short setup guide walks you through the first fifteen minutes. Firm details, importing clients from Excel, creating the month's work, and inviting your team.
Home shows your day at a glance. What is overdue, what is due this week, documents received, appointments, tickets, renewals and fees outstanding.
Press Ctrl K to find any client, task, lead or invoice in a second.
And the New button adds a task, a client ticket, a client, a lead, a meeting or an invoice, from any screen.
Every return is created automatically from each client's profile, with the right due date. Drag a card from data requested, to received, to in progress. The whole team sees it live.
Open a task to see the document checklist, the steps, who is handling it, and the ARN once it is filed.
The calendar puts due dates, meetings and client visits for each person on one weekly view, and syncs with Google Calendar.
The GST returns page connects each client to the GST portal once, with an OTP. Filed returns, notices and e-way bills are fetched every night, and each month's GSTR-1 and 3B working is matched with the books, reviewed by the team, and approved by you.
Income tax, GST and TDS notices become tasks with their reply dates and demand. Notices on the GST portal arrive on their own, and you get alerts seven, three and one day before each deadline.
Add the AIS, Form 26AS and Form 16. The ITR working shows income by head, TDS by deductor, and tax in both regimes, with the points to check and the message to send your client. After filing, the 143(1) intimation is checked against your working.
For TDS, link TRACES once. Download the CSI, validate your return file into an FVU, and fetch Form 16 and 16A certificates for every deductor. Filing stays with you.
Your client master holds compliances, PAN, GSTIN and contacts. Import hundreds of clients from one Excel sheet.
Client 360 shows everything about a client on one page. Pending work, files received, projects, onboarding and fees.
Data requests lists, for each client, every document you need this month.
One WhatsApp message per client asks for exactly those documents, with a secure upload link. No more chasing on calls.
Your client opens the link on their phone, sees what is pending, and uploads. The checklist ticks itself, and your team is notified.
The ITR tracker moves every return from documents, to computation, to client approval, to filing and e-verification.
Client queries become tickets with an owner, a priority and a due date, so nothing gets lost in WhatsApp.
Track new enquiries from the first call, to proposal, to won, with follow-up reminders.
Renewals warns you before DSCs, licences and registrations expire.
Registers keep an inward and outward record of original documents, and the DSC register, the way an audit expects.
Billing shows work done but not yet billed, outstanding fees, and ageing.
Raise a GST invoice in seconds, straight from the work that is done but not yet billed.
Send it as a link. Your client can view it, download it, and pay by UPI.
Staff log their time against clients in the timesheet, billable or not.
Reports show on-time filing by staff and by area, hours and utilisation, and profit by client.
The team page covers workload, attendance and leave for every person, and lets you move work between people in one step.
Attendance and leave feed the salary sheet. Paid days are worked out for each person, and payslips are ready to share.
Clients can book appointments themselves. You see what is waiting for confirmation, today and coming up.
The booking link shows only your free slots, with WhatsApp confirmations and reminders.
And with the client portal, your clients sign in with their mobile number and a WhatsApp code.
They see filings in hand, and filed with the ARN, their invoices, and they can send documents, book a meeting, or ask a question.
You switch the portal on for each client, and send the invite on WhatsApp in one click.
Everything works on the phone, with notifications for uploads, tickets and approvals.
Your plan, users, WhatsApp, storage and portal API usage are always visible, with the list of what every plan includes, and a GST invoice for every payment.
Every step with a screenshot, for your team or to read offline.
30 days free · unlimited clients on every plan · no card needed
A 30-minute call on VittSphere Practice, run on your own firm's or a client's data.