Built for practices
From client onboarding to filed returns
Every client, one portal
Switch between client books in two clicks. Each client is a separate tenant with its own entities, users, and locked periods — your team sees only what they are assigned.
Compliance calendar across clients
GSTR-1, GSTR-3B, TDS payments and returns for every client on one calendar, with automated reminders before each due date. Stop tracking deadlines in spreadsheets.
Client assignment & roles
Assign articles and managers to specific clients with role-based access — from view-only audit access to full controller rights — and change it as your team rotates.
Standardised reporting
Trial balance, P&L, balance sheet and GST workings generated the same way for every client. Export to PDF or Excel for working papers in one click.
Audit-grade books by default
Append-only journals, period locking, maker-checker approvals and a complete audit trail — the controls you would design for a client, already enforced.
Anomaly alerts before they become findings
ORIS AI flags duplicate vendor invoices, unusual amounts and round-tripping patterns across client books, so you catch issues before the audit does.
FAQ
Common questions from CA firms
How does pricing work for CA firms?
CA Partner plans are priced on the number of client organisations you manage, not per user — your articles and managers are included. Talk to sales for volume pricing on 25+ clients.
Can clients access their own books?
Yes. You control whether each client gets view-only access, data-entry access, or full self-service while your firm retains the controller role and period locking.
Can we migrate clients from Tally?
Yes — ThynkBooks ships migration templates for Tally ERP 9 and Tally Prime covering the chart of accounts, masters, opening balances and historical vouchers.
Is there an auditor view?
ThynkBooks includes a dedicated auditor portal with read-only evidence access and a query/response workflow, so statutory audits run inside the system instead of over email.