Solution · CA Practice OS
8 hours → 45 minutes per monthly close per client. One web app for the day-to-day finance work of an Indian SME — and Chartered Accountants click Sign on the things only a CA is legally allowed to sign. Two modes — Firm (your practice signs UDINs) or Managed (we sign as your in-house CA).
Pick your mode
Audience
CA practices · 3–25 staff
Who signs
Your partners sign UDINs · COP liability stays with you
Engagement
Scoped to your firm size on a 30-min call
Audience
SMEs ₹5–100Cr revenue
Who signs
PolyCloud's in-house CA signs your filings
Engagement
Scoped per engagement on a 30-min call
01 / What's in the box
Every group lists the form codes inline so you can verify in five seconds — Form 3CD, 26Q, AOC-4 XBRL, 15CB, 3CEB. We've sat with CA partners through enough closes to know which forms matter. See all 37 in the live OS →
01 / 6 tools
Forms / workflows
GSTR-2B recon · GSTR-9C reco · bank-statement → Tally · vendor follow-up · invoice OCR · Tally ODBC
Every monthly close ends here. GSTR-2B JSON + Tally exports + bank PDFs (ICICI / HDFC / SBI / Axis / Kotak) → matched-mismatched-leaking exception sheet inside 90 seconds. WhatsApp follow-up to vendors fires from the same engine.
02 / 6 tools
Forms / workflows
Form 3CD · 26Q FVU · 24Q · DRC-03 · FC-GPR · 3CEB
TDS deductions pulled from Tally → quarterly 26Q with NSDL FVU file + Section 201(1A) interest math. Form 3CD auto-fills 6 high-value clauses. Transfer pricing 3CEB and FEMA FC-GPR for international clients.
03 / 6 tools
Forms / workflows
Form 3CA-3CD · ITR-6 · statutory audit · CARO 2020 · working papers (SA 230) · client acceptance (SA 220)
Tax audit season collapses from 50–70 hrs/client to 10–15 hrs/client. CARO 2020 auto-fill, Schedule III auto-classification, full SA-230 working-paper trail. ICAI peer-review-ready by construction.
04 / 9 tools
Forms / workflows
AOC-4 XBRL · MGT-7 · DPT-3 · DIR-3 KYC · UDIN · 15CA / 15CB · e-invoice IRN · payroll + Form 16 · fixed assets
Per-client state machine across every statutory deadline. UDIN ledger that mints + persists on every signed output. 15CB with DTAA rate engine for cross-border remittances. Payroll Form 16 + 24Q + PF/ESI math.
05 / 8 tools
Forms / workflows
client MIS (white-label) · receivables · CMA reports · time + WIP · review queue · DMS · advisory copilot · e-signature
White-labeled client MIS shipped monthly to each client. Firm's own receivables chased on a 5-bucket aging cadence. Partner approval queue mints UDINs on sign. Advisory copilot returns 30-second precedent-backed answers from your firm's own audit history + ICAI / ITAT / CBDT corpus.
+ peer review · CPE / articleship tracking · registrations (entity setup)
02 / The honest split
We don't replace the Chartered Accountant. We replace the typing. UDIN-bearing outputs always gate on partner sign-off — your COP liability is unchanged.
AI handles
Reads the invoice
Vision extraction — vendor, GSTIN, line items, CGST/SGST/IGST split.
Matches against your books
Fuzzy invoice-number match, ₹1 amount tolerance, GSTIN-grouped 3-way recon against Tally + GSTR-2B.
Computes the math
Tax payable, ITC available, RCM, Section 50 interest, DTAA rates, e-invoice IRN payload.
Drafts the document
GSTR-1 · GSTR-3B summary · 26Q FVU · Form 3CD scaffolding · CARO 2020 working papers · 15CB.
Sends the follow-up
WhatsApp blast to mismatched vendors with the exact discrepancy. English + Hindi reply classifier.
Partner CA handles
Signs the GSTR-3B submit
Hard-locked from 2B since June 2025. Your name on the irreversible filing. We do not sign for you.
Mints the UDIN
Form 3CD · CARO · 15CB · statutory audit reports. Partner reviews, partner clicks, UDIN minted.
Decides on flagged exceptions
Suspended GSTIN vendors · disputed amounts · advisory opinions. The queue surfaces them; you call it.
Responds to notices
AI drafts the reply (DRC-01 / ASMT-10 / 143(1)(a)). You decide the strategy and represent.
Gives actual advice
Tax planning · structuring · due diligence · representation — the work clients pay you for.
Tools running today
37
Onboarding
~5 minutes · we provision your tenant
Local piece
Tally Bridge agent · runs where Tally runs
Data residency
AWS Mumbai · per-firm tenant · your firm holds decryption keys
Real product · synthetic data · click around before you talk to us
Open the live OS →03 / Next step
Onboarding takes five minutes — paste GSTIN + Tally export and your tenant is live. Starter stack runs your first reconciliation cycle inside 60 minutes. If it doesn't save you 8+ hours vs baseline that month, weeks 3-4 are free.