A typical firm runs on Tally, WhatsApp, Excel and memory.
Bills arrive in four places, due dates live in a spreadsheet, and the same invoice is typed twice. SquareBooks puts the whole month for every client in one place.
Chasing documents
Clients get one link or the app, and an automatic reminder before the due date. You see what's missing, client by client.
Typing it all again
Sales from the client's billing app and bills they photograph become entries you review. Export to Tally when you need it there.
Deadlines in someone's head
Due dates come from each client's GST, TDS and ROC details. Overdue and due-this-week are on the dashboard every morning.
Built around the way a CA office actually works.
One record per client: filings, books, bank, GST, notices, documents and fees. Your team sees what needs them now; partners see the whole firm.
Compliance calendar and task board
Every return for every client, worked out from their profile and moved by your team from To do to Partner review to Done.
- GST, TDS, income tax, ROC and your own recurring tasks
- Waiting on client, assigned to whom, approved by whom
- A morning email with what's due and overdue
GST returns, with GSTR-2B matched
Each month as three steps: GSTR-1, GSTR-3B and the challan. Purchases are matched with GSTR-2B so you know what credit is safe to claim.
- GSTR-1 JSON ready to upload on the GST portal
- Prepared by, approved by, and the acknowledgement kept
- The client gets the challan in their app to pay
Tally in, Tally out
Bring a client's books in from Tally's Day Book, checked row by row against Tally's trial balance before anything posts. Send vouchers back to Tally whenever you need to.
- Sales and purchases come in as real invoices and bills
- Ledger choices remembered for the next import
- Exports that add up to the trial balance
Notices, tracked to the hearing
Record GST, income tax and TDS notices, ask the client for documents, and keep reply and hearing dates on the calendar.
Your fees, billed and followed up
Monthly fees per client, fee invoices with your logo and firm registration number, UPI payment links and polite reminders.
Checks before you file
Cash over the legal limits, missing or late TDS, duplicate bills, credit from cancelled GSTINs, and a ledger scrutiny report.
An app your clients will actually use.
Billing, stock and bills for shops and small businesses, on their phone. What they do there reaches your books without anyone retyping it.
- Sell and billTap items, take UPI or cash, send GST invoices on WhatsApp.
- Photograph a billPurchase bills, expenses, bank statements and notices go straight to the firm.
- Know where the business standsSales, profit, dues and the GST to pay, in plain words.
Up and running in an afternoon.
Add your clients
Start fresh or bring their books from Tally. Due dates set themselves from each client's details.
Clients send as they go
From the app, an upload link or email. No app needed for clients who just send documents.
Your team reviews and files
Review entries, match GSTR-2B, file, and bill your fees, with every step recorded.
Your clients trust you with their books. We take that seriously.
Stored in India
Books and documents are kept on servers in India.
Access you decide
Your own roles, and staff limited to the clients they work on.
A sealed audit log
Every change to the books is recorded and sealed, built for the Companies Act audit trail rule.
Links that expire
Shared links have a scope and an end date, can be revoked, and show who opened them.
No passwords to leak
Sign in with a one-time code on your phone, or with Google.
Your data, your rights
Clear consent under India's data protection law, with export and deletion when asked.
What firms ask us first
Do we have to stop using Tally?
No. Bring a client's books in from Tally, and export vouchers back to Tally whenever you need them there. Many firms will run both for a while.
Do our clients need to install an app?
Only if they want billing and stock on their phone. Clients who just send documents can use an upload link or email.
Does SquareBooks file returns on the GST portal for us?
No. SquareBooks prepares the return and the GSTR-1 JSON; your team uploads and files on the portal, then adds the acknowledgement so it's kept with the client.
Where is our data stored, and who can see it?
On servers in India. Your people see the clients you give them; a business sees its own books and who worked on them.
We use Marg or Busy, not Tally.
Imports from Marg and Busy are next on our list. Until then, opening balances and sales or purchase registers come in from Excel.
Can we take our data out?
Yes. Your firm can download a copy of all its clients' books and documents at any time, and each business can export its own.
See it with one of your own clients' months.
A 30-minute call with the people building SquareBooks. Bring a client's Tally export if you like, and we'll bring it in together.