Services for India

Our Services

Two powerful offerings — one complete solution for your accounting practice.

Software Platform

Document Management Software Platform.

Our intelligent platform streamlines the entire document lifecycle — from upload to final review.

Mobile Scan & Upload

Camera Scanner Edge Detect: ON

Sharma Logistics • GST-8941

Amount: ₹1,48,500 • HSN Mapped

Captured
Instant Auto-Sync to Firm Vault 0.4s

Clients snap GST tax invoices and expense receipts on their phone with automatic edge cropping and instant vault upload.

Smart Search & Vault

"Apollo Health" • ₹42,000
Apollo_Health_Tax_Inv.pdf
Matched
HDFC_Current_Bank_Stmt.csv
Matched
Indexed by Client & FY 2026-27 1,420 Docs • <15ms

Find any GST invoice, e-Way bill, or bank statement in seconds across all client companies with intelligent indexed search.

Smart Team Dispatch

RS

Rahul S. • Sharma Batch

18 GST Bills Claimed

Locked
PM

Priya M. • Apollo Health

TDS 194C Reconciled

Locked
Zero-Conflict Protocol 2 Pods Active

Allocate client batches dynamically across your articled assistants and accountants with automated collision prevention.

Senior 4-Eye Review

L1
Staff Voucher Entry
Voucher & GST Rates Mapped
Entered ✓
L2
Senior CA Reviewer
GSTR-2B & TDS Re-Checked
Verified ✓
✓
Sign-Off & Marked Processed
READY

Senior CAs verify GST tax rates, HSN codes, and ledger accounts before marking any entry as final Processed.

Live Document Tracking

Sharma Logistics

GST-8941 • ₹1,48,500

✓ Processed

Apollo Health

VOU-4022 • ₹42,000

● In Review

Mehta Trading Bill

Blurry • Needs Re-upload

Re-upload

End clients track document processing stages in real-time via the app, with instant alerts for blurry scans and one-tap re-upload.

Staff Task Allocation

Task Pipeline
4 Pending 18 Allocated 56 Done
Summit Dental • TDS Filing
Pending
RS
Apex Logistics • GSTR-1 Prep
Allocated • Rahul
PK
Harborview • Tally Closing
Completed ✓

Assign client accounting tasks to staff, balance team workload allocations, and track pending, allocated, and completed jobs in real time.

Complete Outsourcing & BPO Services

Bookkeeping BPO for CA Practices.

Dedicated, highly skilled accounting pods tailored for Indian CA practices — handling everything from day-to-day bookkeeping to GST, TDS, reconciliations, and statutory filings.

Bookkeeping for your Business

01

Full-cycle recording of all sales, purchases, bankings, and voucher entries into your accounting software.

Capturing invoices (Sales & Purchase)
Voucher entries & Daybook posting

Accounts Payable & Receivable

02

Streamlined end-to-end processing of vendor bills, purchase approvals, customer invoicing, and collection tracking.

Vendor bills entry & PO 3-way matching
Customer invoicing & aging receivables tracking

Periodic Financial Reporting

03

Comprehensive financial statements and customized MIS reports for clear visibility into business performance.

Profit & Loss Statements & Balance Sheets
Tailored MIS reporting & KPI summaries

Bank Statement Reconciliation

04

Ensuring all bank and online payment gateway transactions accurately match your financial records.

Multi-bank automated statement matching
Clearing unrecorded bank charges & interest

Creditor Reconciliation

05

Reconciling supplier monthly statements with purchase ledgers to ensure 100% accurate payables.

Vendor ledger vs statement verification
Tracking debit notes & pending discounts

Debtor Reconciliation

06

Regular reconciliation of customer balances to accelerate cash collections and resolve disputes.

Customer ledger & aging receivables tracking
Matching advances, TDS deductions & receipts

Periodic GST Filing

07

Timely and accurate Goods and Services Tax filing, ensuring complete compliance and zero notice risk.

GSTR-1, GSTR-3B & GSTR-9 preparation & filing
Automated 2B vs Purchase ITC matching

TDS Filing

08

End-to-end withholding tax compliance, monthly challan generation, and quarterly return filings.

Monthly TDS payments & challan generation
Quarterly TDS preparation and return filing

Yearly ITR Filing

09

Efficient and error-free Income Tax Return filing for your clients with audit-ready workpapers.

Accurate Income Tax Return preparation
Tax audit schedules & Form 3CD workpapers

Ready to Upgrade Your CA Practice?

Get started with LedgerWise365 India services today.