Client accountability for CA practices
Duly gives your practice and every client one shared record—so your team knows what was asked, clients know what to send, and everyone knows what happens next.
Interactive product view
One record. Two useful perspectives.
Shared client record
Current step
The CA team selects the May GST records and sends one structured request.
RecordedRequest created · 9:42 AM
The cost of the current setup
The problem is not that a CA lacks another place to upload a file. The problem is that no one can confidently answer what was requested, who owns it, or what should happen next.
Ownership and context disappear in the chat stream.
Every conversation stays attached to the work it belongs to.
Google Drive
Without DulyFiles exist without a request, a period, or a status.
Uploads land against the right client record and obligation.
Excel
Without DulyThe sheet becomes stale, heavy, and dependent on one person.
Status, ownership, and history move with the work.
The accountability loop
Duly makes the handoff visible from first request to final delivery. Select a stage to see what the same engagement looks like as it moves.
For Chartered Accountants
See every client, request, deadline, and team responsibility in one working view. Duly gives solo CAs and growing firms the visibility to act before work becomes a chase.
Explore the CA workspacePractice view
Ready for review
GSTR-3B workings.pdf
Awaiting client
Director confirmation
Team handoff
Sales register · Q2
Your Duly portal
Aster Foods Pvt. Ltd.
Next action
Your CA needs it for the current GST collection. Upload it against this request and the team will be notified.
For clients
Clients see a simple answer to “what do you need from me?” They can upload against the right request, follow deadlines, and return to the history when they need it.
A smaller first step
Your first client is free forever. Add clients from ₹99 per month each as the workflow proves useful to your practice.