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YarnTally for CA Firms: Stop Losing Filings, Notices, and Retainers in 2026

The practice-management SaaS Indian CA firms have been waiting for

Every CA firm I've spoken to in the last two years has the same three problems.

  1. Filing calendars in someone's head or in an Excel that nobody updates.
  2. Notice tracker that lives in a WhatsApp thread that grew to 8,000 messages.
  3. Retainer collection that runs 30-45 days behind book MRR, and nobody's actively chasing.

The interesting part isn't that these problems exist. It's that every firm assumes they're the only ones dealing with it โ€” because there's no visible standard. Tally isn't built for a CA practice. Zoho Books is for the client's books, not yours.

That's why we built the CA module inside YarnTally. MNB Research is a Shark Tank-featured, DPIIT-recognised firm, and YarnTally is our own multi-tenant SaaS โ€” priced from โ‚น999/month.

1. Every client, every filing, in one dashboard

The heart of the CA module is a compliance calendar that shows every pending filing across every client, grouped by month, with overdue items highlighted in red.

We support 13 filing types: GSTR-1, GSTR-3B, GSTR-9, GSTR-2B, ITR, TDS return, advance tax, TCS return, PT return, ESIC return, PF return, ROC annual.

2. Notice tracker that actually gets responses filed

YarnTally's notice tracker covers every common notice type in India โ€” IT 143(1), 139(9), 142, 148; GST ASMT-10, DRC-01; TDS, ROC, ESIC, PF. Each has a response status (pending / draft / filed / resolved / contested) and a due date.

3. DSC token expiry โ€” never miss a renewal

YarnTally tracks every DSC token โ€” holder name, serial, class, expiry. Alerts at 90, 60, 30, 7 days before expiry.

4. Retainer collection on autopilot

Book MRR of โ‚น8L means nothing if you're collecting โ‚น5.6L. YarnTally has a UPI payment link generator. Any client with a monthly retainer gets a WhatsApp'd payment link on due date. Collection cycle drops from 45 to 15 days.

5. AI Business Copilot

Ask: "Which clients haven't filed GSTR-3B for July?" โ€” you get a list of client names in seconds. Behind the scenes it's Claude Opus 4.8 with zero-retention.

Pricing

  • Suitable โ€” โ‚น999/mo โ€” solo CA, 3 seats
  • Pro โ€” โ‚น2,999/mo โ€” 15 seats, full AI (most popular)
  • Premium โ€” โ‚น7,999/mo โ€” 50 seats, weekly AI report
  • Enterprise โ€” โ‚น24,999+ โ€” unlimited, white-label, SSO

Try it

Start 14-day free trial โ†’

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