🧮 YarnTally for Chartered Accountancy · India
🦈 Built by MNB Research

The practice-management SaaS your CA firm actually enjoys using.

Every client, every GSTR, every ITR, every notice — one dashboard. AI copilot that answers 'which clients haven't filed 3B yet?' in seconds.

🦈 Shark Tank India✓ DPIIT Recognised★ 5.0 Google Reviews
🧮 Chartered Accountancy Dashboard · Live
👥
Client roster
PAN, GSTIN, entity type (individual / prop / LLP / Pvt Ltd / HUF), retainer amount + cycle, onboarding date, status.
📋
13 filing types
GSTR-1 / 3B / 9, ITR, TDS return, advance tax, TCS, PT, ESIC, PF, ROC annual — status, ack number, fee charged.
📆
Compliance calendar
Every pending filing across every client, grouped by month, overdue callout in rose.
🔐
DSC token tracker
Class 2, Class 3, DGFT — expiry alerts 30/60/90 days out. Never miss a renewal.
🤖 AI Copilot: Ask “Client roster” and get instant answers.
Where you’re bleeding

Pain that YarnTally kills

📅

Missed filing deadlines

One overdue GSTR-3B and your client pays late fees + interest. Track 100+ deadlines across 200+ clients in your head? Not sustainable.

📧

Notice pile-up

IT 143(1), GST ASMT-10, DRC-01, TDS notices — 40% get missed until it's too late. Client trust evaporates.

💸

Leaky retainer collection

You bill Rs 8,000/month per client but chase 30% of payments manually. Real MRR is 30% lower than book MRR.

What you get

Every feature tailored for Chartered Accountancy

Best for: CA practices, tax consultants, audit firms

👥

Client roster

PAN, GSTIN, entity type (individual / prop / LLP / Pvt Ltd / HUF), retainer amount + cycle, onboarding date, status.

📋

13 filing types

GSTR-1 / 3B / 9, ITR, TDS return, advance tax, TCS, PT, ESIC, PF, ROC annual — status, ack number, fee charged.

📆

Compliance calendar

Every pending filing across every client, grouped by month, overdue callout in rose.

🔐

DSC token tracker

Class 2, Class 3, DGFT — expiry alerts 30/60/90 days out. Never miss a renewal.

📨

Notice tracker

IT + GST + TDS + ROC notices with response status (pending / draft / filed / resolved) and due dates.

📝

Engagement letters

Scope, fee, cycle, start/end dates, signed date + document URL — one place for every client engagement.

💰

Retainer collection

UPI payment link generator per client. WhatsApp share. Overdue chase list.

🤖

AI Business Copilot

'Which clients haven't filed 3B?' — Claude Opus 4.8 answers with names in seconds.

🗄️

Document vault

PAN card, GSTIN cert, incorporation cert, MOA/AOA, ITR ack, audit report — categorized per client.

200+
Clients in one dashboard
13
Filing types covered
0
Deadlines you can miss
How you go live

From signup to first use

1

Sign up

Pick CA industry, get 14-day trial with every module unlocked. No card.

2

Import clients

Bulk CSV or paste from Excel — PAN, GSTIN, retainer for each.

3

Sync filings

Log historical filings + upcoming deadlines. Compliance calendar populates itself.

4

Delegate to team

Assign filings + notices to associates. Role-based access. Immutable audit trail.

FAQ

Common questions

Does it integrate with the GST portal?+

YarnTally is a practice-management layer on top of the GST portal — it tracks what you file, ack numbers, fees, and deadlines. Filings themselves are still done on the GST portal (which is a requirement from GSTN).

Can I have multiple team members?+

Yes — Pro plan gives you 15 seats, Premium 50, Enterprise unlimited. Each seat has role-based access (admin / manager / associate) and per-user feature grants.

How do you handle client confidentiality?+

Every tenant (your firm) is fully isolated in the database via Postgres row-level security. Other firms literally cannot see your clients. Audit log records every access.

Pricing for a 10-partner CA firm?+

Pro plan at Rs 2,999/month covers most CA firms up to 15 seats. Larger firms move to Premium (Rs 7,999/50 seats) or Enterprise (unlimited + white-label).

Ready to try Chartered Accountancy?

Start on Starter — ₹999/month. A real working account, not a trial. Cancel any time, with a 7-day money-back guarantee on your first month. The Chartered Accountancy module sits on Growth and above.

Related: TaxSense AI · AI for CA & Accounts

Also see

Other industries YarnTally covers