Share securely
Create a secure read-only link from Company setup. Your CA, auditor, stock checker, or trusted staff opens it — no account on your books, no full login.
Share books with CA without password
Share your books with your CA — no password, read-only, secure
CA Access: share a secure link — they see only what you allow — trial balance, GST pack, ledgers.
Month-end means your CA asks for numbers — not your login. CA Access lets you share books with your CA without password sharing: a secure read-only link to trial balance, GST filing pack, or ledgers. Link expires; revoke anytime. Plus Business insights, Payment reminders, P&L, balance sheet, and checklist from the same entries you made all month.
CA Access
How to share books with your CA without password sharing
Many owners still export PDFs or hand over their full app login. CA Access is built for the question: how can my CA see the books safely?
You choose what they see
Trial balance, GST filing pack, customer account, stock reports — only the screens you tick. Everything else stays hidden.
Read-only & time-limited
Guests can view and export what you allowed — not edit your books. Session expires; you can revoke the link anytime.
Built for month-end
Send your CA the GST filing pack screens and trial balance before the filing deadline — they work from live numbers, not screenshots.
The daily headache we fix
Month-end means exporting lists, reconciling by hand, and hoping the P&L matches what you felt during the month.
Payment reminders
Who owes you and whom you owe — past-due customers and suppliers in one morning screen.
Business insights
Sales, collections, and trends from the same daily work — so the CA call is calm, not a scramble.
Month-end checklist
Past-due customers and suppliers, open loans, manual bank entries, and a GST filing reminder — before you export.
P&L and balance sheet
Standard financials for the active financial year.
GST filing pack & TDS
Portal-ready GSTR-1 CSVs (B2CS, B2CL, B2B, CDNR, CDNUR, HSN) for the GST Offline Tool, GSTR-3B summary, purchase ITC register, plus CA review copies and invoice lines CSV.
CA Access
Share a secure read-only link — trial balance, GST pack, and ledgers. No password sharing. Expires automatically.
Reports included
- Month-end checklist (dues, bank, loans, GST reminder)
- Business insights
- Payment reminders (collect / pay suppliers)
- Customer receivable report (who owes you)
- Supplier payable report (what you owe)
- GST filing pack — portal CSVs (B2CS, B2CL, B2B, CDNR, CDNUR, HSN) + CA copies
- GSTR-3B outward summary & purchase ITC register (estimate)
- GST summary, invoice lines (31-column CSV), GSTR-9 prep export
- TDS summary (deducted & received)
- Trial balance
- Profit & loss statement
- Balance sheet
- Opening profit across years
- Sales, purchase, and stock reports
- CA Access — share a secure read-only link for CA, auditor, or helper (you pick screens; link expires)
- PDF / Excel exports (selected reports)
- Dashboard: daily, monthly, 7-day sales
Frequently asked questions
- How do I share books without a password?
- Create a CA Access secure read-only link. Your CA sees only the screens you allow. Revoke anytime.
- What are Business insights?
- A clear view of sales, collections, and trends from the same daily entries — so month-end is not a scramble.
- What are Payment reminders?
- Past-due customer invoices and supplier bills in one place — who owes you and whom you owe.
- Does Simple Bills file GST for me?
- No. The GST filing pack prepares portal-ready CSVs. You or your CA file on gst.gov.in.
- Can my CA edit through CA Access?
- No — read-only. View and export allowed reports only.
Month-end in hours, not days
We'll open the reports your CA actually asks for — from live data.
Book a demo