Smart invoicing
GST-compliant invoices with auto IRN, e-way bill hooks and instant share over email or WhatsApp.
Built in India for chartered accountants
The complete practice platform for chartered accountants.
Stop juggling spreadsheets, WhatsApp groups and a dozen tools. Run your firm — invoicing, GST and TDS calendar, e-signing, employee and client portals — from one beautifully calm interface.
Trusted by chartered accountants across India GST TDS EPFO ESIC PT
INR 0 Cr+
Invoiced via the platform
0+
Active CA firm users
0
Compliances filed on time
0 hrs
Saved per partner per week
Trusted by partners and proprietors at firms like
KM
KMVLN AND CO
SR
Sterling & Rao
NV
Naveen Ventures CA
PA
Pranav Associates
IH
Iyer & Hegde
BG
Bhargava Group
Everything you need
One platform for the way an Indian CA firm actually works.
Designed by a practising firm — every feature exists because we needed it on a Tuesday afternoon.
Compliance calendar
GSTR-3B, TDS, ESIC, PT and 60+ statutory dates pre-loaded with auto-reminders two days ahead.
Client portal
Clients view invoices, share documents and raise tickets without you sending another email.
Employee portal
Attendance, leaves, salary slips and KYC self-service for your team — fully branded as your firm.
In-house e-signing
Send Engagement Letters, NDAs and Addenda for legally-binding e-sign — no DocuSign tax.
Practice analytics
Live dashboard for receivables, billable hours, write-offs and team utilisation.
Security first
Role-based access, audit trail on every record, optional 2FA and encrypted backups.
Bring your data
Import from Tally, Refrens, Zoho or a CSV. Pre-built templates for clients, invoices and contacts.
WhatsApp-native
Send reminders, receipts and OTP via WhatsApp Business API — where Indian clients actually read.
A guided tour
Four modules. One firm. Zero spreadsheets.
Click through the tabs to see how each module fits the daily rhythm of practice.
Practice management
Run the firm, not the spreadsheet.
Quotations, engagement letters, invoices, payments, credit notes and contracts in one connected flow.
- Quotation to invoice in two clicks — same client, same items.
- Receivables ageing, follow-up reminders and dunning rules.
- Multi-entity, multi-branch and multi-currency from day one.
Tax & statutory
Never miss a filing again.
A calendar built around the Indian Tax year — GST, TDS, advance tax, EPFO, ESIC, PT and ROC dates.
- Per-client filing tracker with status, owner and acknowledgement.
- Reminders two days ahead by email, in-app and WhatsApp.
- Filing history archive with downloadable proofs.
Documents & signing
Engagement letters, signed in minutes.
Generate, share and e-sign Engagement Letters, NDAs, Addenda and SOWs against firm-approved templates.
- Templated proposals, ELs and addenda — your firm style, every time.
- In-app e-signing with full audit trail and tamper-evident PDF.
- Documents vault per client with shareable secure links.
HR & payroll
Your team, sorted.
Attendance, leaves, salary structures, payslips, expense claims and the employee self-service portal.
- Custom salary structures with statutory components (PF, ESI, PT, TDS).
- Self-service portal — payslips, KYC, leave applications.
- Reimbursement workflow with approver chain and audit log.
For Indian compliance
Built for the way Indian Tax law actually works.
Most CRMs tack compliance on as an afterthought. We started with the GSTR-3B due date and worked outward.
60+
Pre-loaded statutory due dates
5
Statutory portals integrated
2 days
Auto-reminders ahead of every filing
Statutory pulse — this week
Live
- GSTR-3B — March 2026 returns 20 Apr
- TDS Q4 — Form 26Q deposit 07 Apr
- Professional Tax — monthly remittance 10 Apr
- ESIC — contribution deposit 15 Apr
- ROC — AOC-4 reminder 30 Apr
From spreadsheet to autopilot
Four steps to a calmer firm.
1
Bring your data
Import clients, invoices and contacts from Tally, Refrens or a CSV in minutes.
2
Set the schedule
Map each client to their statutory calendar — GST, TDS, EPF, ESIC, PT — once.
3
Run the firm
Invoice, file, e-sign, follow up — everything triggers off the same calendar.
4
Scale to a team
Onboard staff, articled assistants and partners. Each one gets the right view.
We built this CRM for our own firm because every existing tool was either built for B2C or didn't understand Indian compliance. Now we use it daily — and it's why our team never misses a GST filing.
Simple pricing
Pay for the firm size you actually run.
No per-feature gating. Every plan ships every module — you choose by team size and infrastructure.
Solo CA
For practising chartered accountants running solo or with one assistant.
Custom
tailored to your firm
- Up to 50 clients
- 1 partner + 2 staff
- GST, TDS, ROC calendar
- Email + WhatsApp delivery
Growing Firm
For firms with a partner team, multiple branches and 50+ clients.
Custom
tailored to your firm
- Unlimited clients
- Up to 25 team members
- Multi-branch + multi-entity
- Custom EL templates + e-signing
Enterprise
For large firms wanting self-host, SSO and dedicated support.
Custom
tailored to your firm
- Self-host on your infra
- SSO + 2FA enforced
- Dedicated success engineer
- Custom integrations
Questions, answered
Everything CA partners ask before signing up.
Does this support GST e-invoicing and IRN generation?
Yes. Invoices above the e-invoicing threshold are pushed to the IRP and the IRN plus QR code are stored against the invoice. We also generate the e-way bill JSON for direct upload.
How is my firm's data secured?
All data sits on a private database with TLS in transit and AES-256 at rest. Every change to a business record is captured in an audit trail with actor, timestamp and IP. Optional 2FA on every login.
Can I import from Tally, Refrens or my existing CSV?
Yes. We ship downloadable CSV templates for clients, invoices, payments and contacts — and the import wizard validates each row, surfaces errors inline and never partially imports.
Is the platform multi-tenant — one login for multiple entities?
Yes. A single user can be linked to multiple entities (your firm and your clients' firms). The user picks the entity at login and every list, invoice and report is scoped to that entity.
Is there a free trial?
Yes. Sign up for a 30-day pilot — full feature access, no card needed. Email mohan@kmvln.com and we'll spin up your tenant within a working day.
Can I self-host this on my own server?
For Enterprise customers, yes — we ship a Docker image with documented backup and upgrade procedures. Smaller firms typically prefer the managed cloud which we run on a India-region datacentre.
Does it support WhatsApp delivery for invoices and OTP?
Yes. We integrate with WhatsApp Business API for invoices, payment reminders, OTPs and engagement letter previews. SMS fallback is included for transactional flows.
How does pricing work?
Per-firm, billed annually with a per-team-member component. Solo CAs start at a flat fee, growing firms get bulk pricing, and Enterprise is custom with self-host. Email mohan@kmvln.com for a quote.
Ready to run your firm on autopilot?
Set up your tenant in a working day. Bring your team in the next. Never miss a GST filing again.