Share in 1 click
Create a 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: one click, 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 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 ledger, 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.
Who owes you / whom you owe
Receivable and payable from real ledger balances.
Month-end checklist
Overdue customers and vendors, 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 your books in 1 click — read-only link to trial balance, GST pack, and ledgers. No password sharing. Expires automatically.
Company-wide views
Sales, purchases, and stock for your active company and financial year.
Reports included
- Month-end checklist (dues, bank, loans, GST reminder)
- Customer receivable report (who owes you)
- Vendor 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), annual pack export
- TDS summary (deducted & received)
- Trial balance
- Profit & loss statement
- Balance sheet
- Lifetime profit across years
- Sales, purchase, and stock reports
- CA Access — share books in 1 click; read-only for CA, auditor, or helper (you pick screens; link expires)
- PDF / Excel exports (selected reports)
- Dashboard: daily, monthly, 7-day sales
Month-end in hours, not days
We'll open the reports your CA actually asks for — from live data.
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