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For chartered accountancy firms

Every Client and Every Filing on One Calendar

GST, TDS, income tax, ROC and the books for every client, with the work split the way your firm already splits it: articles prepare, managers review, partners sign. Veda prepares the routine and shows its sources.

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Patil & Associates · Today

9 Oct, 09:00 IST

  • Kaveri Looms

    Draft ready

    GSTR-3B · Sep · Rohan Mehta

  • Sabarmati Ceramics

    Board approval

    AOC-4 · FY 2025-26 · Ananya Patil

  • Tejas Pharma

    Preparing

    TDS return · Q2 · Sneha Kulkarni

  • Nakshatra Foods

    Reminded twice

    Bank statements · Sep · Client

  • Vridhi Exports

    Filed

    GSTR-1 · Sep · Ananya Patil

Veda has 3 proposals waiting for review
01

01 · What changes

The Same Month, With Less Chasing

What changes for a firm that moves its month onto OneTrails.

  1. 01

    TodayStatements chased on WhatsApp, one client at a time

    Month chips in the client portal show who still owes what, and reminders go out once you approve them

  2. 02

    TodayBills typed in from photos and PDFs

    Document AI reads a month of bills overnight and leaves the unclear ones for a person

  3. 03

    Today2B mismatches found the night before filing

    Mismatches are listed with reasons days earlier, with vendor emails drafted for review

  4. 04

    TodayDue dates kept in a spreadsheet nobody trusts

    Every client’s obligations come from versioned rule tables onto one calendar

02

02 · Every seat

Built Around How Your Firm Splits the Work

The same record, seen from each seat.

  • Signs off and files

    Partner

    • The whole firm on one Today screen
    • Four-eyes review before filing
    • WIP and profitability by client

  • Reviews and moves work

    Manager

    • A board of every return by stage
    • Veda’s reasons already written
    • Reassign work in a drag

  • Prepares the work

    Article

    • One list for the day
    • Bills pre-filled by Document AI
    • Every suggestion explains its source

  • Uploads, approves, pays

    Client

    • Month chips for what is missing
    • Approvals in two taps
    • Confirmations on WhatsApp
03

03 · The modules that matter

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

04 · Plans that fit

Most Firms Start on Professional

Starter suits a solo practice. Professional adds the review step, automations, live GST filing and the ITR workspace that growing firms rely on.

  • Starter

    Price on request

    Staff seats
    2
    Active entities
    50

  • Professional

    Price on request

    Staff seats
    10
    Active entities
    250

  • Scale

    Price on request

    Staff seats
    30
    Active entities
    1,000
Compare every plan

Questions

Questions From CA firms

Anything else, ask in the demo with the product open.

  • How long does it take to move the firm across?

    Clients can be added in bulk from a spreadsheet, and books come across from Tally, Zoho Books or Excel. We plan the order with you in the demo, client group by client group.

  • Can articles see every client?

    Only the clients they are assigned to, unless a role says otherwise. Roles decide who prepares, who reviews and who files.

  • Does Veda replace staff?

    No. Veda prepares drafts and matches, and your team reviews and approves them. It takes the typing and the chasing, and your team keeps the judgement.

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A Demo Built Around Your Firm.

Tell us how you work today. We show the same month in OneTrails, with your kind of clients and your approval steps.

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