verified Built for India's CA Professionals

Every Tool Your Firm
Will Ever Need

KlerkOne packs an entire practice management OS into one beautifully designed platform. From GST to DSC, from client onboarding to tax filing — every workflow is covered.

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smart_toy Remu AI psychology AI Insights receipt_long Billing Hub calendar_month Compliance supervisor_account Maker-Checker groups Client CRM security DSC Manager cloud_sync Cloud Sync
smart_toy In-App AI Copilot

Ask Remu: Practice Operations Trainer

Your firm's private in-app trainer and compliance guide. Ask Remu is grounded strictly in KlerkOne's verified user manual and real UI — guiding article assistants and staff through step-by-step tax filing, client onboarding, and compliance tasks without hallucinations.

  • check_circleInteractive step-by-step bottom dock (Remu Step Dock)
  • check_circleVisual spotlight overlays on the active screen element
  • check_circleTrains new article assistants on firm operations automatically
  • check_circleQuick-action suggestion chips for instant answers
  • check_circleZero data leakage — practice data is never used for training
🤖
Ask Remu
⚡ Active & Ready
Internal Copilot
"How do I allocate a GSTR-3B filing to my article assistant?"
🎯 Remu Step-by-Step Guide:
1. Click Tasks in left navigation.
2. Click + New Task at top right.
3. Select client & assign to staff desk.
✓ Visual step dock attached to your screen
psychology Role-Adaptive Copilot

AI Practice Insights & Risk Radar

Instant executive briefings on your firm's health. KlerkOne's AI engine analyzes impending statutory deadlines, team workloads, overdue client chasers, and pending approvals — generating role-adaptive narrative briefings tailored specifically for Partners, Managers, and Staff.

  • check_circleRole-adaptive intelligence: Admin, Manager, Checker & Maker views
  • check_circleStatutory bottleneck detection and overdue risk scores
  • check_circleAutomated narrative briefings generated on demand
  • check_circleOne-click paginated popup with Excel export for audits
  • check_circleMulti-layer encryption with isolated workspace boundaries
insights Executive Narrative Briefing
Real-Time
"You have 14 GST returns due this Friday. Article Sneha has completed 9 computations awaiting partner sign-off. 3 clients have not responded to document chasers."
FILING READINESS
82%
BOTTLENECK ALERTS
2 Overdue
receipt_long Revenue Governance

Dedicated Billing &
Multi-Format Invoicing Hub

Streamline professional fee management from draft to collection. Generate GST tax invoices, bill per client or per filing service, embed dynamic payment QR codes, and monitor firm receivables with automated payment reminders.

  • check_circleGenerate professional GST-compliant tax invoices in seconds
  • check_circleEmbed instant UPI payment QR codes and bank details on bills
  • check_circleDedicated Billing Settings tab for firm terms, bank & tax defaults
  • check_circleTrack pending receivables and outstanding aging balances
  • check_circleExport multi-format billing summaries directly to Excel
INVOICE #INV-2026-084
Arora Metals Pvt. Ltd.
Tax Invoice
Statutory Audit & Tax Filing ₹25,000
GST (18% IGST) ₹4,500
Total Amount Due ₹29,500
qr_code_2 UPI Payment QR & Bank Details Embedded
calendar_month Module 01

Compliance Tracker &
Deadline Calendar

Every GST, TDS, ITR, ROC and Audit deadline — tracked automatically and pushed to the right staff member before it's too late. No spreadsheets. No missed due dates.

  • check_circleGSTR-1, GSTR-3B, GSTR-9, GSTR-9C auto-scheduling
  • check_circleTDS quarterly return alerts (24Q, 26Q, 27Q)
  • check_circleITR-1 through ITR-7 filing deadline management
  • check_circleROC Annual Filing, MGT-7, AOC-4 reminders
  • check_circleSmart SMS + Email alerts at T-7, T-3, T-1 days
July 2026 — Upcoming Deadlines
GSTR-3B Filing
22 clients pending · Mehta, Arora +20
Jul 20
Urgent
TDS Q1 Return (26Q)
8 clients · Staff: Priya, Rohan
Jul 31
In Progress
ITR-3 Filing Deadline
14 HNI clients · Maker assigned
Jul 31
Review
GSTR-1 Filing
All 18 clients completed
Jul 11
Filed ✓
supervisor_account Module 02

Maker → Checker
Dual Approval Workflow

Enforce quality control on every filing. Articles draft the computation (Maker), senior CAs review and sign off (Checker), and Partners release for filing — all tracked with a full audit trail.

  • check_circleRole-based task assignment: Article → CA → Partner
  • check_circleOne-click reject with revision notes back to Maker
  • check_circleImmutable audit log — who did what, when
  • check_circleZero filings go out without partner sign-off
  • check_circleIntegrated with compliance calendar deadlines
1
Article drafts ITR computation
Ravi S. · Uploaded P&L, Balance Sheet · 2h ago
Done
2
CA Priya reviews worksheet
Checked deductions, 80C, Capital Gains · 45m ago
Approved
3
Partner signs off & releases
CA Mehta · Awaiting e-Sign on Form 3CD
Pending
4
File & send acknowledgement
Auto-notify client on submission
Waiting
groups Module 03

Client & Director
Management CRM

A purpose-built CRM for tax practices. Manage complex entity structures — Pvt Ltd, LLPs, Proprietorships, HUFs, Trusts — with all linked directors, PANs, TANs and credentials in one secure vault.

  • check_circleEntity-type aware profiles (all business structures)
  • check_circleDirector KYC with DIN, Aadhaar, PAN linking
  • check_circleSecure storage of income tax portal credentials
  • check_circleContact history, email threads, document log
  • check_circleBulk client import via Excel/CSV
AM
Arora Metals Pvt. Ltd.
Private Limited Company · Mumbai
GST Registered TDS Applicable Audit Required ITR-6
CIN
U27100MH2018PTC3
GSTIN
27AABCA1234Z1Z9
TAN
MUMB12345A
PAN
AABCA1234Z
RK
Rajesh Kumar (HUF)
HUF · Delhi · ITR-2 Applicable
Capital Gains NRI Director
security Module 04

DSC Token Expiry
Management

Digital Signature Certificate expiry is a silent crisis for CA firms. KlerkOne tracks every DSC token across all clients and staff — and sends proactive alerts weeks before expiry.

  • check_circleTrack Class 2 & Class 3 DSC tokens for all clients
  • check_circleProactive alerts at 60, 30 and 7 days before expiry
  • check_circleAssign renewal follow-up to specific staff
  • check_circleDashboard view sorted by expiry urgency
  • check_circleLinked to director profiles and e-Sign portal
security
Arora Metals — MD DSC
Class 3 · Expires: Jul 14, 2026
7 days
security
Kumar Family Trust
Class 2 · Expires: Aug 05, 2026
26 days
security
Singh & Co. — CA DSC
Class 3 · Expires: Dec 18, 2026
158 days
security
Patel Corp — Director DSC
Class 3 · Expires: Mar 22, 2027
250 days
insights Module 05

Practice Analytics
& Insights

See exactly how your firm is performing. Track filings, revenue, team productivity and client response rates on a live dashboard — so you can make decisions based on data, not gut feeling.

  • check_circleFiling count and completion rate by staff member
  • check_circleBilling pipeline and outstanding invoice tracker
  • check_circleClient responsiveness scores (avg. doc submission time)
  • check_circleMonth-on-month growth and capacity utilization
  • check_circleExport reports as PDF or Excel
84
Filings
↑ 12%
₹8.4L
Revenue
↑ 18%
2.4d
Avg. TAT
↓ 0.6d
Monthly Filing Volume
DecJanFebMar AprMayJunJul*
Full Feature Set

30+ Modules. One Platform.

Everything your CA firm needs — compliance, collaboration, automation, and security — unified in one intelligent workspace.

smart_toy
Ask Remu: Operations Trainer & Step-Dock
An intelligent internal copilot trained strictly on KlerkOne's verified practice workflows and user manual. Features an interactive rectangular bottom dock and spotlight overlays that guide your articles and staff through filing tasks with zero hallucinations.
psychology
AI Practice Insights & Risk Radar
Role-adaptive intelligence tailored for Admins, Managers, and Staff. Narrative briefings, email history cross-checks, and 1-click Excel audit reports.
cloud_sync
Real-Time Cloud Sync
Bank-grade encrypted PostgreSQL database with instant sync across desktop and web. Hosted on AWS Mumbai sovereign cloud nodes.
folder_open
Document Vault
Encrypted storage for client documents, acknowledgements, tax returns and audit reports. Tag, search and retrieve any file instantly.
manage_accounts
Staff & Role Management
Assign clients and tasks to specific staff. Set granular permissions by role — Articles see only their clients, partners see everything.
receipt_long
Billing & Invoice Tracker
Raise professional GST tax invoices with UPI QR codes. Track aging receivables, payment terms, and client collections in real time.
notifications_active
Multi-Channel Alerts
Push critical deadline and workflow notifications via Email, SMS, and WhatsApp Business API — to both staff and clients simultaneously.
history
Full Audit Trail
Every action logged with timestamp and user ID. Immutable records of who viewed, edited, approved, or filed any document — meeting ICAI practice standards.
Live Workspace Preview

See KlerkOne in Action

Navigate through the core modules of the KlerkOne platform and see how your team's day actually looks.

Filing Pipeline

A Kanban-style board showing every active filing across your firm — from document collection through to filing acknowledgement. See what's blocked, what's overdue, and what's done.

  • check_circle Drag-and-drop task progression across stages
  • check_circle Colour-coded urgency and deadline indicators
  • check_circle Linked to compliance calendar deadlines
  • check_circle Filter by staff, client type, or filing category
ONBOARDING3
Abhi Industries
Collect Bank Statements
Dr. R. Sharma
ITR-4 Input forms
DRAFTING2
Global Logistics
Reconciling GSTR-2B
REVIEW1
Apex Logistics
Awaiting Partner Sign-off
FILED5
K.M. Consultancy
GSTR-1 Filed. ACK Recd.

Automation Sequences

Design multi-step automation workflows triggered by deadlines, document events or staff actions. Once set, KlerkOne runs them silently — chasing clients, escalating late tasks, and updating statuses.

  • check_circle Trigger on deadline proximity or document upload
  • check_circle WhatsApp + Email dual-channel delivery
  • check_circle Auto-escalate to partner if client unresponsive
  • check_circle Custom message templates per client type
✓
Trigger: GSTR-1 Deadline (T-5 Days)
System checks pending document queue
Active
✓
Dispatch Smart Reminder to Client
Sends WhatsApp + Email requesting sales ledger
Sent
3
Client uploads via Secure Portal
Auto-scans PDF, validates columns, alerts staff
Awaiting
4
Assign to Maker → Checker pipeline
Filing proceeds through approval workflow
Queued

Revenue & Performance Analytics

Get a bird's-eye view of your firm's performance. From total filings and billing pipeline to individual staff productivity — all surfaced on a clean, real-time dashboard.

  • check_circle Monthly filing volume trends with growth %
  • check_circle Billing pipeline, raised vs. collected summary
  • check_circle Staff productivity scores and task completion rate
  • check_circle Export dashboards as PDF or Excel reports
84
Filings
↑ 12%
₹8.4L
Revenue
↑ 18%
97%
On-Time
→ Stable
Q2 FY26 — Quarterly Filing Trend
Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26
Before vs. After

KlerkOne vs. The Old Way

See exactly what changes when your firm moves from spreadsheets and WhatsApp groups to KlerkOne.

Practice Area ❌ The Old Way ✅ With KlerkOne
Deadline Tracking Excel sheets updated manually every week Auto-synced compliance calendar with SMS alerts
Client Follow-ups WhatsApp messages sent one-by-one by staff Automated email + WhatsApp sequences, zero effort
DSC Expiry Discovered on the day of filing — crisis mode 60/30/7 day proactive alerts, renewal assigned to staff
Document Signing Print → courier → scan → file (3–5 days) e-Sign via secure portal in under 10 minutes
Quality Control Partner verbally checks articles' work Enforced Maker-Checker workflow with audit trail
Data Security Client PAN/passwords stored in Excel AES-256 encrypted vault with role-based access
Team Visibility Phone calls and morning stand-ups to check status Live pipeline dashboard — see every task at a glance
Staff Guidance & Training Partners repeatedly answer basic UI & filing queries Ask Remu AI Copilot with interactive step-dock guidance
Practice Bottleneck Radar Hours spent manually cross-checking overdue status Role-Adaptive AI Practice Insights with narrative briefings
Client Billing & Invoicing Word doc invoices, unlinked payments, manual follow-ups Dedicated Billing Hub with GST invoices & UPI QR codes
Practice Analytics No data — gut-feel decisions Real-time filing, revenue, and productivity dashboards

Enterprise-Grade Security. Always.

Your clients' sensitive financial data deserves the same protection as a bank. KlerkOne is built from the ground up with security at its core.

lock AES-256 Encryption
verified_user ISO 27001 Compliant
manage_accounts Role-Based Access Control
history Full Audit Logs
shield Zero AI Data Leakage
backup Auto-Backups Every 6h
Ready to Get Started?

Modernize Your CA Practice Today

100% free with no limits, no trials, and no hidden fees. Get full access to every feature and streamline your operations today.

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