For businesses and their CA
Your Books and GST, With Your CA Beside You
Keep your own books and GST in OneTrails and invite your CA on a free guest seat, or let your CA run the work and use the portal to upload, approve and pay. Either way, everyone works from the same record.
Kaveri Looms Pvt Ltd
Compliance health
One approval and one payment left this month
- September bank statementsUploaded
- 12 purchase billsRead by Document AI
- GSTR-1 summaryYour approval
- Invoice from your CAPay online
01 · What changes
Folio 01 of 04
Less Back and Forth With Your CA
What working from one shared record changes.
- 01
TodayBills sent by email in batches, some twice
Drop a month of bills at once and see which ones were read
- 02
TodayApproving a return over a phone call
Approve the GSTR-1 summary in the portal with the figures in front of you
- 03
TodayNot knowing what is due next month
A calendar of what your company owes, from the rule tables
- 04
TodayBooks in one place, compliance in another
Sales, purchases, GST and the bank in the same books
02 · Every seat
Folio 02 of 04
Who Uses It in a Business
Your team and your CA, each with the right access.
Approves and pays
Owner
- Compliance health at a glance
- Approvals from a phone
- Your CA’s invoices with a pay link
Keeps the books
Accountant
- Invoices, bills and the bank
- GST worked out on every line
- Reports when you need them
Reviews and files
Your CA
- A free guest seat
- The same books you see
- Returns prepared from them
03 · The modules that matter
Folio 03 of 04
Where You Will Spend Your Day
The parts of OneTrails this kind of team uses most. Each one shares the same clients, books and calendar.
04 · Plans that fit
Folio 04 of 04
Two Plans for Businesses
Business Lite covers one entity. Business Pro covers up to three and adds inventory, multi-currency and cost centres. Both include a free guest seat for your CA.
Business Lite
Price on request
- Staff seats
- 2
- Active entities
- 1
Business Pro
Price on request
- Staff seats
- 5
- Active entities
- 3
Questions
Questions From Businesses
Anything else, ask in the demo with the product open.
Our CA already uses OneTrails. Do we need a plan?
No. Your CA invites you to their client portal at no cost to you, and you upload, approve and pay from there.
Can we invite our CA if they do not use OneTrails?
Yes. Business plans include a free guest seat for your external CA.
Can we bring our Tally data?
Yes. Masters, vouchers and opening balances import from Tally or Excel, and you go live once the trial balance ties.
Book a demo
A Demo Built Around Your Business.
Tell us how you work today. We show the same month in OneTrails, with your kind of clients and your approval steps.