Their own login
Invite your CA, their articles and your accountant, each with the rights they need.
Page 07 · CA Connect
Your CA works in the same books, not a copy sent on email.
Give your CA and their team their own login to your books. They review, add notes, approve entries and returns, and take year-end files, while you see what changed and who changed it. CA firms see all their clients from one desk.
Before
- send Tally backup to CA again?
- CA asked for Sept bank statement
- TDS on freight?
- year-end files by July
CA ConnectNotesApprovalsYear-endShah & Joshi, Chartered Accountants
Somnath Marine Exports Oct approved
Prabhas Agro Traders7 entries to approve
Bhalka Steel WorksGSTR-3B draft ready
Mehul, accountant Bill 1187 was a duplicate. Removed, original kept.
CA Riya Shah Book export freight under Freight outward, not Purchases.
Trial balance P&L and balance sheet
What CA Connect does
Everything on this page of the ledger
Notes on entries
Ask or answer a question right on the voucher, so nothing gets lost in chat.
Approvals
Entries, bank matches and GST returns move to approved only after the person you choose signs off.
Change history
Every edit shows who made it, when, and what it was before.
Firm desk for CAs
One list of all client businesses with pending approvals, due returns and open notes.
Year-end files
Trial balance, P&L, balance sheet, ledgers and schedules exported for audit and ITR.
How it works
Four entries, start to finish
- 1
Invite
Add your CA by email. They accept and see your business on their desk.
- 2
Review
They read entries, bank matches and GST drafts as the month goes on.
- 3
Ask and approve
Questions go on the entry. Approvals are recorded with name and time.
- 4
Close the year
Year-end files are exported from approved books, with nothing to re-key.
In detail
Who can do what
Roles are set per business. The owner decides who sees what, and can change it at any time.
01OwnerEverything, including users, plans and data export
02AccountantEnter and approve entries, prepare GST returns
03CA partnerReview, approve returns, lock periods, year-end files
04CA articleReview and add notes, with no approval rights
05Sales staffInvoices and Money View for chosen parties
06ViewerReports only, with no changes
Questions
Asked about CA Connect
01Does my CA pay for access?
No. Your CA's access is part of your plan. CA firms who manage many clients can take the Ledger plan for their own desk.
02Can the CA lock a period after filing?
Yes. A CA partner can lock a month or year so that no one changes entries behind a filed return.
03Our CA uses Tally. Can they still work with us?
Yes. They can work in Kubertree directly, or take a Tally-compatible export of the approved books.
The other pages of the ledger