Unify GST 3-way reconciliation, Direct Tax & MAT computations, TDS filings, MCA corporate governance, CARO 2020 statutory audits, and practice billing under a four-eyes maker-checker institutional workflow.
Priority Compliance Queue
Four-eyes maker-checker controls enforced across every client engagement.
Every module is engineered specifically for Indian statutory requirements, tax laws, and professional practice workflows with zero technical friction.
Automated preparation, 3-way reconciliation, and return filing for GSTR-1, GSTR-3B, and GSTR-9/9C annual audits.
Comprehensive computation engine for individuals, firms, LLPs, and corporates with tax optimization simulations.
Quarterly e-TDS returns preparation, lower deduction certificate tracking, and single-click Form 16/16A generation.
Company secretarial compliance, statutory registers, annual filings, and director compliance monitoring.
Digital audit working paper system aligned with ICAI Standards on Auditing (SA) and reporting orders.
Multi-bank statement ingestion and automated matching against client general ledgers and Tally/ERP books.
Systematic case management for Income Tax faceless assessments and GST show-cause notices.
Professional fee billing for CA firms with out-of-pocket disbursement tracking and client TDS recovery.
Client-wise and engagement-wise daily time logging for Article Assistants, Paid Staff, and Managers.
Permanent client master vault with zero-loss archiving and digital signature expiry monitoring.
White-labeled client workspace for direct document uploads, approvals, and acknowledgment downloads.
Specialized tax research and drafting assistant with mandatory human partner review and sign-off.
A clear, executive view of the practice: approaching filing deadlines, four-eyes review queues, and partner UDIN clearances with complete supporting context.
Priority Compliance Queue
Recent activity: Anika completed 3-tier GSTR-2B match. Meera verified reconciliation evidence.
Prioritized Statutory Queue. Read the work queue strictly by statutory due dates, risk exposure, and filing urgency.
Complete Supporting Dossiers. Every task carries client registers, bank statements, previous return receipts, and working papers.
Four-Eyes Verification Trail. See exactly who prepared the computation, who performed the review, and when the partner cleared it.
From initial client onboarding to quality review, UDIN sign-off, filing, and final fee realization.
PAN & GSTIN verification, KYC dossier completion, conflict of interest check, and formal Engagement Letter issuance under ICAI SQC 1 standards.
Bank statements, purchase registers, and challans are securely uploaded to the permanent client vault with intelligent automated field extraction.
Worksheets are drafted, 3-tier GSTR-2B reconciliation is executed, blocked credits u/s 17(5) are isolated, and draft return computations are prepared.
Reviewers inspect underlying evidence, verify tax law applicability, flag observations, and validate audit working papers before partner clearance.
The licensed Chartered Accountant partner conducts final review, generates the mandatory Unique Document Identification Number (UDIN), and files with the authority.
GST-compliant fee invoice is issued, client TDS deduction under Section 194J is monitored, Form 26AS credits are reconciled, and permanent records are archived.
Adherence to ICAI guidelines, professional ethics, and mandatory quality controls is woven directly into every client interaction.
Built-in Standard on Quality Control (SQC 1) adherence: mandatory 7-year documentation retention (SA 230), annual independence confirmations, and engagement quality reviews.
System safeguards prevent the release of audit reports, tax certificates, and attestations without an authorized Unique Document Identification Number (UDIN).
Strict role separation guarantees that the preparer cannot be the reviewer or signing partner. Every filing requires verified two-tier sign-off.
Seamless management across Head Office and regional branch offices with centralized partner governance, unified quality control, and branch-specific timesheets.
Designed to deliver clarity, eliminate redundant follow-ups, and ensure total peace of mind for staff, managers, partners, and clients.
Monitor firm-wide realization rates, unbilled WIP, approaching statutory deadlines, and UDIN compliance across all offices with zero administrative clutter.
Manage maker-checker review queues, track preparation timelines, reassign tasks during peak tax season, and verify reconciliation evidence seamlessly.
Work with step-by-step statutory checklists, log daily billable timesheets, eliminate repetitive manual data entry, and learn under structured guidance.
Drop bank statements and invoices into a secure 24/7 portal, approve computations, and download filed acknowledgments and tax challans anytime.
Whiz IT Services (whizitservices.com) is an enterprise AI solutions and digital transformation powerhouse headquartered in Pune, Maharashtra, India.
Specializing in mission-critical operating systems, AI-driven platforms, and enterprise cloud architecture, Whiz IT Services created CA Office OS to solve the demanding compliance, security, and quality challenges faced by Indian accounting leaders.
Hosted exclusively in secure, India-based cloud data centers compliant with Indian data sovereignty and strict client confidentiality.
Proprietary document intelligence tailored to parse Indian tax challans (ITNS 280/281), bank statements, and bilingual invoices with high accuracy.
Enterprise cloud infrastructure engineered to handle massive peak volume during critical filing deadlines (July 31st, Sept 30th, Oct 31st).
Dedicated regulatory engineering team keeping the platform aligned with Union Budget amendments, CBDT notifications, and GST circulars.
Join forward-thinking Chartered Accountant practices who have replaced scattered spreadsheets and endless emails with institutional quality control.