Compliance Radar
01
Next filings across the firm
- Live radar of every GST, TDS, ITR, ROC & audit deadline
- Traffic-light urgency: on-track, due-soon, overdue
Practice management, reimagined for CA firms
The operating system for modern CA firms.
Compliance radar, engagement workflows, client CRM, document vault, billing and a beautiful client portal — in one cockpit. Never miss a deadline again.
GST · TDS · ITR · ROC trackedFirm-scoped · audit-ready
Compliance radarlive
Sweep active
0 filings tracked across 0 clients.
Hover a blip for detail
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Next statutory filing—
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:—H
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Filing calendar
Built for Indian CA practice — GST · TDS · ITR · ROC · Audit
// 02 — Seven pillars, one cockpit
Everything your firm runs on, finally in one place
No more spreadsheets for deadlines, WhatsApp for documents, or tribal knowledge for who-owes-what. One operating system, scanned at a glance.
Engagement Engine
02
1
IntakeOK
2
PrepOK
3
ReviewNOW
4
File—
- Templated engagements for every service line
- Checklist + SLA stages with owner and ETA
Client Galaxy
03
- 360° client records: entities, contacts, services
- Relationship timeline & interaction history
Document Vault
04
Upload requestedBank statements
FY25 statements.pdf● received
- Request documents with a single click
- Versioning, locking and full audit trail
Time & Billing
05
Invoice #2041₹84,500
WIP → bill87%
- Frictionless time capture per engagement
- WIP roll-up and realization tracking
Client Portal
06
GST filing · in review
Uploaded the bank statements ✓
Thanks! We'll file by Friday.
- Clients upload exactly what you request
- Live status of every engagement
Pulse AI
07
Pulse AI
3 GST deadlines at risk this week — draft reminders?
- Draft client communications in your voice
- Summarize engagements & document bundles
// 03 — Two surfaces, one language
The same system, spoken in two dialects
Drag the seam. Your firm gets a dense cockpit; your clients get a calm portal — the same data, re-rendered in each surface's language.
/app · firm cockpitdense
Built for your team
and your clients
MEHTA TEXTILESGSTR-3BDUE 4D
NORTHWIND EXPTDS 281DUE 17D
LOTUS FOODSGSTR-1OVERDUE
DUE 18OVERDUE 2WIP ₹L 12.4
/portal · client
Built for your team
and your clients
Your GST filing is in progress
Due 20 Jun · nothing needed from you right now.
Calm, friendly, zero-training — your clients feel taken care of.
// 04 — Instrument readout
What changes when the chaos goes
0
Missed deadlines, by design
0%
Less admin time per engagement
0.0x
Faster document turnaround
0%
Audit-ready trail, always
field report · log/2026/mehtaverified
01020304
We used to live in fear of a missed GST deadline.Now the radar tells us what's due, who owns it, andwhat's slipping — before it's a problem.Our clients think we hired ten people.
CA Rohan Mehta · Managing Partner · Mehta & Associates
// 06 — Pricing
Priced for solo practitioners to multi-partner firms
Start where you are, scale when you grow. Transparent INR pricing, no per-client surprises.
triam Partners
Free for firms in the triam partner programme.
₹0
Granted through the partner programme
Become a partner- Authorized & Advanced partners get Growth features free
- Premium partners get all Scale capabilities
- Guided onboarding and data migration
Starter
For solo practitioners and small teams finding their feet.
₹999/ mo
Start free trial- Up to 50 clients
- Shared workspace
- Access to all modules
- Workflow management
Growth
Most popularFor growing practices running real service lines and a team.
₹3,999/ mo
Start free trial- Up to 100 clients
- Margin analytics
- Client-facing chats and resolutions
- Team roles
- Dunning for collections
Scale
For established multi-partner firms that need reach and control.
₹5,999/ mo
Start free trial- Up to 200 clients
- Branded client portal
- Practice analytics
- API access
- Beta access to build with triam
All plans include guided onboarding and data migration from your existing tools. Prices exclude GST.
// 07 — Deploy
Run your firm from one cockpit.
See 1associate with your own deadlines, clients and workflows. A guided demo takes 30 minutes — and you'll never plan your firm the same way again.
No credit card · Demo data included · Cancel anytime