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Accountant track

Clean client books all year. Recognised your way.

A free practice workspace, client discount codes, and two lanes — one with no cash at all, one opt-in — so your professional rules decide, not ours.

Who this is for

Practising CAs and tax practitioners

Many chartered accountants cannot take cash commission under ICAI rules — so this track leads with benefits in kind, and makes the cash lane strictly opt-in.

Two lanes, your choice

Advisor or Commercial — you decide

Nothing is assumed on your behalf. Pick the lane that fits your professional rules.

Advisor

Available

No cash — benefits in kind

  • practice workspace
  • client discount codes
  • credits
  • listing (planned)

Commercial

Opt-in

Commission, with a declaration

Opt in only if your professional rules allow it — you sign a declaration to that effect. Rates step down by year, same as the reseller track.

TierYear 1Year 2Year 3+Criteria
Commercial (opt-in)15%10%10%
Your practice workspace

A Growth-equivalent workspace, free

For your own practice and demos — internal use only, no commission ever accrues on it. Renews yearly, and nothing in it is ever deleted.

Early access

Growth-equivalent practice workspace, provisioned once your application is approved. If your partnership lapses, it goes read-only after 30 days; 60 days after that, it steps down to a paid tier, with an export offered first.

Your clients, at a glance

A read-only CA cockpit

See every client workspace you're attached to — their books, filings and health — without holding the keys to any of them.

  • Tally hand-off

    Client books export straight into the formats you already work in — nothing re-keyed by hand.

  • CA prepares, owner approves

    You drive the GST return to the approval gate; the client owner signs off. You stay the trusted advisor, not the account holder.

Ready to bring your clients’ books onto one system?

Apply and choose your lane — Advisor or Commercial. Accountant applications get a short review.

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