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Client portfolio
Organise each client relationship around the people, open actions, documents and obligations that matter now.
- Practice-wide client view
- Invitations and relationship management
- Multiple CA relationships on supported plans
The Duly product
Duly connects the operating view a CA firm needs with the simple action view a client expects. The record stays whole even when the experience changes by role.
Start with one client freeConnected capabilities
Organise each client relationship around the people, open actions, documents and obligations that matter now.
Request documents, receive uploads, review them and deliver completed work without losing period, priority or ownership context.
Bring GST, TDS, payroll, income tax, ROC and audit obligations into a shared financial calendar.
Give CA teams and client teams the access needed for their role while keeping firm-only work private.
Notify people when documents arrive, deadlines approach, invitations change or a response is required.
Manage CA licences, client plans, payments, invoices and usage from the same operating environment.
One record, different views
CA view
See clients, team ownership, requests, deadlines, billing and exceptions across the whole practice.
Client view
Upload what is requested, see what is due, attend appointments and retain a clear history with the CA.