does it cost the CA anything?

no. the read-only seat is free forever. clients pay for the platform; you get scoped access to their tax data on request.

what data does the seat see?

tax data only. trade blotter, lot ledger, classifications, charges, turnover working, the export pack, and the exception report. no order authority, no funds view, no personal information beyond what appears on the ITR schedules.

how does the referral loop work?

you get a referral link tied to your seat. any client who signs up through it is attributed to you. terms will be published on the pricing page before launch — the direction is a clean revenue share, not a spam-affiliate scheme.

can I get raw exports?

yes. every export is available in Excel, CSV and an ITR-utility JSON payload. you can bulk-download across the year.

when does the tax module ship?

by March, timed to filing season. missing that window means waiting a year for the same revenue, which we treat as an unacceptable slip.

For chartered accountants

A read-only seat, scoped to tax. Built for the July deadline.

the F&O trader with a thousand trades in front of the 31st July deadline is a difficult client, and the difficulty is engineering — not judgement. we hand you a workbook where every classification cites a rule, every FIFO lot is auditable, every charge is broken down, and the whole thing lands as a JSON payload the ITR utility imports. the seat is free, forever, and scoped to tax data only. your client never shares a login.

the CA workflow

what the seat gives you.

scoped access

only tax data. only the client who invited you.

a role that sees the trade blotter, lot ledger, classifications, charges, turnover working and the export pack — nothing more. no order authority, no funds view. every action you take is logged; the client can see it in their audit trail.

the export

Excel, CSV, and an ITR-utility JSON.

a multi-sheet workbook (summary, trade-wise, scrip-wise, lot ledger, charges, turnover working, schedule-wise mapping) plus a JSON payload shaped for the ITR utility import. paste-ready. rate versions and a professional-review header printed on every page.

override, do not fight

you disagree with a classification, you override.

every classification is a rule cite. if your professional judgement differs, you flip the head — the override is logged with your reasoning, and the audit trail shows both the original engine output and your revision.

reconciliation

AIS / TIS / 26AS diffs, on the roadmap.

upload the downloaded files, we diff against platform records and produce an exception report. the single most CA-hours-saving feature in the list. V1, after the MVP export lands.

revocation

the client cuts access instantly.

a revoked seat loses access on the next request. prior activity stays in the audit trail permanently — that is the trust contract, in both directions.

the referral loop

how CAs get compensated for bringing clients on.

a referral link tied to your seat.

any client who signs up through your link is attributed to you. the attribution is durable — not first-touch marketing, but a server-side association that survives cookie loss.

terms published on the pricing page.

a clean revenue share, published before launch. no ambiguous spam-affiliate scheme — this is a channel we take seriously, so it gets the same public treatment as the rest of our commercials.

collateral, ready to hand.

one-page briefs your clients can read. sample exports against anonymized portfolios. a walkthrough deck for your first pitch. nothing that promises returns; everything that describes the file.

faq

questions we hear from practising CAs.

does it cost the CA anything?: no. the read-only seat is free forever. clients pay for the platform; you get scoped access to their tax data on request.
what data does the seat see?: tax data only. trade blotter, lot ledger, classifications, charges, turnover working, the export pack, and the exception report. no order authority, no funds view, no personal information beyond what appears on the ITR schedules.
how does the referral loop work?: you get a referral link tied to your seat. any client who signs up through it is attributed to you. terms will be published on the pricing page before launch — the direction is a clean revenue share, not a spam-affiliate scheme.
can I get raw exports?: yes. every export is available in Excel, CSV and an ITR-utility JSON payload. you can bulk-download across the year.
when does the tax module ship?: by March, timed to filing season. missing that window means waiting a year for the same revenue, which we treat as an unacceptable slip.

the underlying tax module → what the export contains, and how it's built

waitlist

be one of the first CAs on the platform.

we're looking for practising CAs to review the MVP export against fifty real portfolios before it leaves beta. leave your email — we'll reach out.