Every client.Every deadline.Every document.

Run recurring compliance, client assignments, document collection, team workloads, timesheets, reviews, billing, collections and client accounting from one connected practice desk. TEZ ERP helps Chartered Accountants and accounting service providers protect deadlines, improve team accountability, understand practice profitability and serve more clients without increasing operational chaos.

Compliance calendar · tasks · timesheets · documents · billing · receivables · client accounting

Book a CA practice demo See the complete practice workflow

Protect Every Commitment

Deadlines, reminders and owners set before the work is due.

Run a Profitable Practice

Time, cost, billing and collection tied to every job.

Serve Clients Beyond Compliance

Portal, WhatsApp, client books and MIS on the same record.

Partner control deskSample data · configurable

Completed Not Billed

Ready to invoice5
Awaiting fee2
Oldest18 days

Due Shortly

GST · client A2 days
TDS · client B4 days
Audit file · client C6 days

Awaiting Client

Purchase register6 days
Bank statements3 days
Form 16 data2 days

Pending Review

Reviewer 15 jobs
Reviewer 24 jobs
Partner2 jobs

Overdue Receivables

30+ days4
60+ days2
Reminder sent5

Expiring DSCs

Client D9 days
Client E21 days
Firm30 days

Your expertise should serve the client. It should not be consumed by follow-ups.

The greatest operational risk in a CA firm is rarely a lack of professional knowledge. It is the possibility that:

A client has not submitted the required information.
A recurring assignment was not initiated.
A task has no clear owner.
Work is completed but awaiting review.
A filing is ready, but the DSC has expired.
A completed assignment has not been billed.
An invoice is overdue.
A job has taken significantly longer than estimated.
Critical status information exists only with one employee.
Partners must personally follow up to know what is happening.

TEZ replaces deadline sheets, scattered WhatsApp messages, email attachments and partner-dependent follow-ups with one structured practice workflow. Your team should know what to do. Your clients should know what to provide. Your partners should know where intervention is required.

Run the firm. Deliver the service.

Most practice-management systems stop after assigning the task. TEZ can connect the task to the document, the employee’s time, the cost of delivery, the invoice, the collection and—where applicable—the client’s accounting records.

Run your practice	Serve your clients
Client and service management	Complete books of accounts
Compliance calendars	GST and TDS reporting
Recurring jobs and tasks	Accounting document collection
Work allocation	Electronic shoebox
Timesheets and employee productivity	Client financial reports
Job costing and profitability	MIS alerts
Billing and receivables	Client portal
Employee expenses and payroll	WhatsApp access
Practice dashboards	Remote accounting services

From due date to realisation.

One controlled service-delivery cycle. The work remains traceable from the original client commitment through completion and collection.

Define the Service

Create the Compliance Calendar

Allocate the Service to Clients

Generate Recurring Jobs

Request Documents and Information

Assign the Team

Prepare, Review and Complete

Record Time and Expenses

Bill the Assignment

Collect the Payment

Analyse Profitability

Start the day with exceptions—not status meetings.

Partners should not have to call five people to understand whether one filing is under control.

Work due today
Due in the next seven days
Overdue assignments
Awaiting client information
Not yet started
Work in progress
Awaiting review
Completed but unbilled
Invoices becoming due
Overdue receivables
DSCs approaching expiry
Licences and certificates approaching renewal
Jobs exceeding estimated time
Employee workload
Client and job profitability

Define exactly what the firm has committed to deliver.

Allocate multiple services to the same client without separate trackers for every department.

Maintain a structured client record:

Client details
Contact persons
Business information
Services availed
Service frequency
Applicable due dates
Assigned team members
Documents
Renewals
Open assignments
Completed assignments
Billing
Receivables
Communication
Accounting access

Every service carries its own activities, responsibility and reporting:

GST compliance
TDS compliance
Direct-tax assignments
Accounting
Payroll processing
Audit
Certification
Management reporting
Registration and renewal services
Advisory assignments

Deadlines, jobs and people.

Compliance calendar, reminders, jobs, recurring work and workload.

Every recurring obligation should already have an owner and a process. Define services, configure activities, allocate to clients—TEZ creates recurring work instead of rebuilding tasks every month, quarter or year. Configure once. Execute repeatedly. Monitor continuously.

Frequency
Due date
Internal target date
Client applicability
Task list
Responsible employee
Reviewer or approver
Document requirements
Reminder schedule
Completion status

Follow-up should be systematic—not dependent on memory. Rules go to clients, employees, managers and partners by WhatsApp, Email or SMS.

Before the internal target date
Before the statutory due date
When client information is pending
When a task remains incomplete
When the deadline is approaching
When an invoice becomes due
After an invoice becomes overdue
Before a certificate or DSC expires

Convert every client commitment into accountable work. Create jobs manually or through the compliance calendar; update progress from a computer or mobile. The system makes incomplete work visible before it becomes urgent.

Client
Service
Assignment
Due date
Priority
Assigned employee
Supporting tasks
Current status
Time taken
Expense incurred
Review status
Remarks
Supporting documents

Repeatable work deserves a repeatable workflow. Create a standard activity structure once and apply it to the relevant clients. When the next cycle begins, the firm starts with an organised job—not an empty spreadsheet.

Monthly GST compliance
Quarterly TDS work
Periodic accounting
Payroll processing
Monthly MIS
Annual audit assignments
Income-tax compliance
Licence renewals
Certificate renewals
Statutory submissions

Know what every employee owns—without micromanaging. Employees see their own priorities. Managers see bottlenecks. Partners see exceptions.

Tasks assigned
Tasks completed
Tasks pending
Work due shortly
Overdue work
Time recorded
Jobs awaiting review
Employee-wise workload
Client-wise workload
Service-wise workload

Effort, cost, billing and collection.

The service-delivery cycle should end with realisation—not simply task completion.

Time should tell you more than who was busy. Record time against the actual client, job and task.

Estimated vs actual time
Planned vs actual cost
Employee effort by client
Employee effort by service
Billable and non-billable effort
Cost incurred vs fee charged

Reveals productivity, job overruns, underpriced assignments, unprofitable clients and services consuming excessive effort.

Revenue does not tell you whether the assignment was profitable. A client may pay regularly and still be unprofitable; another may appear demanding but generate strong realisation.

Estimated job cost
Actual job cost
Fee charged
Time consumed
Expense incurred
Job profitability
Client profitability
Service profitability
Employee productivity

Do not allow finished work to disappear between delivery and invoicing. Convert unbilled work into invoices without recreating service information.

Completed jobs
Unbilled jobs
Billable amount
Invoice created
Invoice sent
Payment due
Payment received
Outstanding amount

Protect cash flow with the same discipline used to protect deadlines. Invoice by Email, WhatsApp or SMS, with reminder stages before and after the due date. Alerts reach the employee, accounts team, manager or partner when payment is overdue.

Client
Invoice
Due date
Ageing
Service
Partner
Period

Because good work does not strengthen the practice until it is billed and collected.

Make it easier for clients to pay—and for the firm to account for it. When payment arrives, TEZ can:

Connect the payment to the client
Adjust the applicable invoice
Create the accounting receipt
Update the receivable
Communicate the receipt to the client

Explore payment gateway integration

Beyond compliance.

Client accounting, documents, portal and people—open what you need.

Electronic shoebox accounting

Clients send bills, vouchers and supporting documents the way they already work.

WhatsApp
Email
Mobile application
Online upload

Access submitted documents
Identify the client
Review the document
Create the accounting entry
Attach document to voucher
Mark as processed
Identify pending documents
Review received and processed dates

Complete client accounting, GST, TDS

Cash and credit purchases
Cash and credit sales
Receipts
Payments
Expense vouchers
Debit and credit notes
Journal vouchers
Cash Book
Bank Book
Ledgers
Trial Balance
Profit & Loss Account
Balance Sheet

GSTR-1
GSTR-3B
GSTR-2A
GSTR-2B reconciliation
HSN summary
E-Invoicing
E-Way Bills
TDS deducted
TDS payable
Filing-ready statutory reports

Move from the financial statement to the ledger, voucher and supporting document. Explore TEZ Accounting · Explore TEZ Taxation

Remote services and MIS as a client service

Serve clients beyond your geography and move from periodic compliance provider to continuous business advisor.

Remote bookkeeping
Accounts finalisation support
GST accounting
TDS accounting
Bank reconciliation
Receivable and payable reporting
Management information
Financial statements

Daily or periodic sales
Collections
Receivables
Payables
Overdue amounts
Cash and bank position
Expense movement
Stock alerts
Financial summaries

Documents, DSC and licence renewals

The working paper should not be trapped in somebody’s inbox. Attach documents to clients, tasks, jobs, vouchers, invoices, expense claims and renewals. The return should not stop because the signature expired.

Digital Signature Certificates
FSSAI licences
Shops and Establishment registrations
Insurance policies
Professional registrations
Agreements
Certificates

Client
Certificate
Current location
Issue date
Expiry date
Renewal responsibility
Assigned employee
Renewal status

Explore Document Management

Client portal and WhatsApp service

Give clients visibility without giving them access to everything. The firm determines what each client can see and do.

View invoices
View ledger information
Download documents
Submit documents
Raise queries
Create service requests or tickets
Track request status

Invoice details
Outstanding balance
Ledger information
Service status
Payment information
Common client queries

Explore WhatsApp Automation

Expenses, payroll and role-based access

Team members record job-related expenses with timesheets; managers approve time and expense together. Payroll, attendance, biometric attendance, leave and self-service connect to task ownership and productivity. Explore Payroll & HR

Employees see assigned work
Managers see their team’s work
Reviewers see assignments awaiting review
Accounts teams see billing and collections
Partners see practice-level performance
Clients see only their own information

Client
Service
Branch
Department
Job
Report
Accounting function
Approval responsibility

Different information for different roles.

Partners

Practice deadlines, major exceptions, client profitability, team productivity, billing, receivables and growth.

Practice Managers

Work allocation, pending information, status, upcoming due dates, workload and bottlenecks.

Tax Teams

Compliance calendars, client documents, recurring assignments, review status and filing readiness.

Audit & Assurance Teams

Job allocation, time budgets, supporting documents, work status, reviews, expenses and profitability.

Client Accounting Teams

Document collection, voucher entry, reconciliations, books, tax reports, MIS and pending information.

Finance & Administration

Billing, unbilled work, collections, expenses, payroll and practice accounts.

Employees

Assigned work, priorities, due dates, timesheets, expenses, documents and status updates.

Clients

Document submission, invoices, ledgers, service requests, payment and authorised information.

Reports that tell the partner where to intervene.

A status report should lead to a decision.

Work due today
Work due this week
Overdue work
Work awaiting client information
Work awaiting review
Service-wise completion
Client-wise compliance status

Employee workload
Tasks completed
Tasks pending
Overdue tasks
Time recorded
Estimated vs actual time
Employee productivity

Unbilled jobs
Client billing
Outstanding invoices
Receivable ageing
Payment follow-up
Job profitability
Client profitability
Service profitability

DSC expiry
Licence expiry
Certificate expiry
Renewals due
Renewals overdue
Items held at each location

Day Book
Cash Book
Bank Book
Ledgers
Trial Balance
Profit & Loss
Balance Sheet
Tax reports

See what needs attention—not merely everything that exists.

The objective is not to create more reports for the partner. It is to make the next action obvious.

A recurring job has not been initiated.
Client information has not arrived.
A task is approaching its due date.
An assignment is overdue.
Work is pending review.
Actual time has exceeded the estimate.
An employee has excessive pending work.
A DSC will expire shortly.
Completed work remains unbilled.
An invoice has crossed its due date.
A client or service is consuming more cost than expected.

Built around your practice.

Configure services, activities, compliance cycles, due dates, reminder rules, client allocation, review levels, billing, dashboards, roles and templates. Your practice process should shape the software—not disappear inside it.

Sole Practitioners

Control deadlines, client documents, billing and receivables without depending on multiple spreadsheets.

Small & Mid-Sized CA Firms

Standardise recurring work, assign clear ownership and give partners better visibility.

Multi-Partner Firms

Create shared processes while preserving partner, team, client and service-level visibility.

Accounting Service Providers

Collect documents digitally, maintain client books, produce MIS and serve businesses remotely.

Tax & Compliance Practices

Build recurring calendars around GST, TDS, direct tax and other statutory assignments.

Audit & Advisory Firms

Track jobs, time, employee cost, documents, expenses, reviews and engagement profitability.

Multi-Location Firms

Give each office operational responsibility while maintaining central reporting and control.

More than a task tracker.

A task tracker tells you what is pending. TEZ helps you run the economics and delivery of the practice.

A basic task tool	TEZ ERP for CA firms
Shows a due date	Connects the due date to a complete service workflow
Assigns a task	Connects the task to client, employee, time and cost
Stores a file	Connects the document to the job and accounting voucher
Records a timesheet	Compares estimated and actual cost
Marks work completed	Identifies completed but unbilled work
Creates an invoice	Tracks collection and updates accounting
Shows employee activity	Analyses productivity and workload
Shows client work	Analyses client and job profitability
Manages the practice	Also supports the client’s accounting and MIS

A practice that can scale without losing control.

More clients should not mean more partner follow-up. It is a more visible, accountable and commercially disciplined practice.

Defined services
Recurring workflows
Clear ownership
Automated communication
Digital documents
Measured effort
Controlled reviews
Timely billing
Structured collection
Profitability visibility

What can a partner ask TEZ?

A serious practice-management system should answer these without a partner-led status meeting.

Which assignments are due this week?
Which clients have not submitted information?
Which employee owns this job?
What is awaiting review?
Which DSCs will expire shortly?
Which jobs took longer than planned?
Which work has been completed but not billed?
Which invoices are overdue?
Which clients are profitable?
Which services are underpriced?
Where is team capacity being consumed?
What should I intervene in today?

Protect every deadline. Control every assignment. Bill every completed job.

Understand every client relationship. Bring compliance calendars, client documents, task ownership, employee effort, billing, collections and client accounting together. One practice. Every client commitment. Complete operational visibility.

Book a CA practice demo Map your practice workflow