Everything in Grovia's
CA module

A master calendar that covers GSTR-1, GSTR-3B, TDS returns (24Q, 26Q, 27Q), advance tax installments, ITR filings for individuals and companies, ROC annual returns, form 3CD, and more. Each task can be assigned to a specific staff member with a priority level and completion status.

• Pre-built templates for all major filings
• Recurring tasks auto-reset each period
• Filter by client, deadline, staff, or category
• Colour-coded urgency (overdue / due soon / on track)

Assign any compliance task to a specific article clerk, senior, or partner. Each assignee gets their personal task list. Managers can see completion status, add review notes, and approve before marking tasks done.

• Role-based assignment (article / senior / partner)
• Review & approval workflow
• Task completion timestamps for audit trail
• Load balancing — see who has how much work

Log every GST scrutiny notice, IT demand notice, and ROC communication per client. Attach the original notice document, set a response deadline, and upload the reply once drafted. Never miss a statutory response.

• IT, GST, ROC notice categories
• Response deadline alerts
• Attach notice PDF + reply PDF
• Status: received / in-progress / replied / closed

Your morning briefing — all clients, all statuses, in one view. See overdue tasks, tasks due today, tasks due this week. Filter instantly by client, filing type, or assigned staff. Know exactly what needs attention right now.

• Real-time overview across all clients
• Urgency filter (overdue first)
• Quick mark-complete from dashboard
• Monthly filing count by category

Issue fully GST-compliant invoices with SAC codes for professional services, automatic CGST/SGST/IGST split based on supply type, and a digital-signature-ready PDF. Send invoices by email directly from Grovia.

• SAC code support for CA services
• CGST / SGST / IGST auto-calculation
• PDF with letterhead and digital signature field
• Payment status tracking (draft / sent / paid / overdue)

Set up a monthly or quarterly retainer per client — amount, billing day, GST rate, and SAC code. Grovia automatically creates a draft invoice on the billing date and advances the next billing date. Review and send in seconds.

• Monthly / quarterly / annual frequency
• Auto-creates draft invoice on billing day
• GST rate and SAC code per retainer
• Pause or cancel at any time

Define your fee structure per service and per client. Track what's been agreed, what's been raised, and what's been collected. Generate an outstanding receivables report with one click.

• Per-client, per-service fee agreements
• Outstanding vs collected view
• Receivables aging report
• Link fees to specific compliance tasks

Export your billing MIS as Excel — task completion rates, fees raised, fees collected, outstanding — for partner reviews, board presentations, or client reports.

• Client-wise billing summary
• Task completion rates by period
• Outstanding receivables by client
• Custom date range export

A structured, per-client digital vault that organises all client documents by year and category — GST certificates, PAN cards, bank statements, previous filings, balance sheets, ledgers, and any other documents you need to retain.

• Per-client directory with year and category folders
• Instant search by document name or client
• Upload from desktop or mobile
• Document type labels (PAN / GST cert / bank / filing)

Give each client a secure, personal login where they can upload source documents (purchase invoices, bank statements, payslips) and download completed filings, tax computation sheets, and annual reports. Traceable, time-stamped, no WhatsApp.

• Secure client login (email + password)
• Upload requests from CA side
• Download completed filings
• Multi-user portal (Practice and above)

At year-end, generate a branded PDF report for each client summarising all filings completed, dates, fees paid, and any open notices. A professional deliverable that reinforces the value of your engagement.

• Auto-generated from task data
• Branded with your firm name and logo
• Per-client PDF, printable and shareable
• Covers GST, ITR, TDS, ROC, and custom tasks

Scheduled email reminders are sent to your team (and optionally to clients) as each deadline approaches. Configure the reminder schedule — 7 days, 3 days, 1 day — and customise the email template with your own message.

• Configurable reminder schedule (7d, 3d, 1d)
• Custom email template with merge fields
• Sent to CA team + optionally to clients
• Works independently — no WhatsApp setup required

Send deadline reminders directly to clients via WhatsApp Business API. Integrates with Interakt, Wati, Gupshup, and MSG91. Uses pre-approved Meta templates. Each channel (email / WhatsApp) works independently — no dependency.

• Supports Interakt, Wati, Gupshup, MSG91
• Pre-approved Meta message templates
• Works independently of email setup
• Test message from settings dashboard

Every morning, receive a digest email listing all tasks due within the next 7 days — across all clients. Overdue tasks are flagged in red. One glance and you know exactly what your day holds.

• Sent to configurable digest email
• All clients in one summary table
• Overdue tasks highlighted
• Task count, client name, due date, category

Upload your client's GSTR-2B JSON and match it against their purchase register. Instantly identify mismatches — invoices in GSTR-2B not in books, invoices in books not yet reflected in 2B, and partial matches. Export the reconciliation report as Excel.

• Upload GSTR-2B JSON directly
• Match against purchase register
• Flag missing ITC and phantom credits
• Excel export of mismatch report

Compare your client's Form 26AS with their books of accounts. Flag TDS amounts that appear in 26AS but haven't been accounted for, identify missing challans, and uncover unclaimed TDS credits across all deductors.

• Client-wise 26AS reconciliation
• Missing challan detection
• Unclaimed TDS credit finder
• Summary report by deductor and section

Log billable hours against specific clients and tasks. See time spent by client, by staff member, and by task type. Generate time-based fee reports to identify which clients are actually profitable.

• Log time per client and task
• Staff-wise time reports
• Identify unprofitable client engagements
• Compare estimated vs actual hours

Track the expiry dates of digital signatures for all clients (directors, partners, proprietors). Grovia sends alerts 30 and 7 days before expiry so you never get caught with an expired DSC on filing day.

• Per-client DSC expiry dates
• 30-day and 7-day advance alerts
• Type: Class 2 / Class 3 / DGFT
• Status: valid / expiring soon / expired

Ask natural-language questions about GST provisions, ITR sections, TDS rates, penalty calculations, and more. Get instant, contextual answers grounded in Indian tax law — right inside your dashboard without switching tabs.

• GST, ITR, TDS, ROC query support
• Plain-language answers to complex questions
• Penalty and interest calculation
• Available 24/7, no subscription to external tools

A toolkit of calculators and utilities — GST liability calculator, reverse charge mechanism checker, HSN/SAC search, and late fee calculator. Everything you reach for mid-filing, available in one place.

• GST liability calculator with all rates
• RCM applicability checker
• HSN / SAC code search
• Late fee and interest calculator