Verity for CA firms

A CA firm has hundreds of due dates, and every one is somebody's reputation.

A chartered accountancy practice carries a calendar that never empties: GST every month, TDS every quarter, advance tax, audits, returns, ROC filings, notices. Each belongs to a client, each needs documents the client may not have sent, and each needs someone to prepare and someone to review. A date missed is a penalty for the client and a bad day for you. Verity puts every client, every filing, every working paper and every fee in one record, so the calendar is a plan and not a fear.

Verity in one line

One system that knows every client's compliance calendar, every document you are waiting for, every article assistant's workload and every fee owed, and tells you what needs a partner today.

See your CA firm in Verity See the 16 problems we solve

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.

Built for a practice where partners sign and staff prepare. Preparing, reviewing and signing are separate steps in the record, as they are in your firm.

Verity / Practice / Today

142 active clients

Live

Filings due in 7 days

64

9 not yet prepared

Waiting for partner review

21

3 due in 2 days

Clients missing documents

31

12 over 5 days

Fees overdue

₹11.4 lakh

19 clients

Next 7 days by filing type

  • GST monthly41 clients
  • TDS quarterly22 clients
  • Income tax returns14 clients
  • Audit reports5 clients

Notice received for Gupta Exports 9 days ago. Reply date is in 6 days. No owner assigned.

Assign
  • Certificate signed without UDINNet worth certificate, Mehra TradersAdd UDIN
  • Turnover near e-invoicing limitSai Pharma, ₹4.6 crore to dateReview

Illustrative screen with sample figures. Yours is set up with your own clients, due dates, documents, assignments and fees.

How it runs today

Most CA firms manage a large and strict calendar with a whiteboard and a good memory.

The work has a shape. Every month, every quarter, every year, the same filings return, each with a due date set by the government and not by you. What changes is the client mix, the staff and the notices that arrive without warning.

The calendar is usually a sheet kept by a manager. Documents come through WhatsApp, email and couriers. Working papers sit on staff laptops. Fees are billed after the busy season, when someone has time. The partner signs, and holds the risk for all of it.

The profession is large and competitive. As of February 2025, there were about 4.08 lakh ICAI members, of whom about 1.6 lakh held a certificate of practice, and nearly 99,000 registered firms. Clients can compare, and expect fast, accurate, responsive service.

What most CA firms run on

  • A manager's due date sheet or wall calendar
  • Tally, GST and income tax software
  • WhatsApp groups per client
  • Shared drives and staff laptops for working papers
  • Excel for fees and outstanding

Each tool does its own job. None of them tell the partner, before the last week, that a filing is about to be late.

16 problems, one by one

Where a CA firm actually loses time, money and sleep.

These are the situations partners and managers of CA practices describe again and again. For each one: what it looks like on an ordinary day, what it costs, and what Verity does about it.

  1. 01Compliance

    A compliance calendar that depends on one person

    What it looks like

    The manager who keeps the due date sheet is on leave in the week of the quarterly TDS returns. The sheet is on her laptop, and the dates for new clients were never added.

    What it costs you

    Late fees and interest fall on the client and the blame falls on the firm. For monthly GST returns, the late fee is generally ₹50 a day for returns with tax, subject to caps.

    How Verity fixes it

    Each client has a record of its registrations and filing frequency, and every due date follows from it. Verity shows what is due this week across all clients, who is preparing and who is reviewing, and it does not depend on any one laptop. Your team files on the government portals; Verity keeps the plan and the status.

    See the screen
  2. 02Compliance

    Rule changes that nobody applies to each client

    What it looks like

    The Income-tax Act, 2025 came into force on 1 April 2026, while FY 2025-26 income is generally still assessed under the 1961 Act. A new return form, a changed threshold or a new portal advisory arrives, and the team asks which clients it touches.

    What it costs you

    Work done under the wrong assumption, rework on filing day and clients who ask the firm questions it cannot quickly answer.

    How Verity fixes it

    A change is logged once with the clients it touches, such as by registration type, turnover band or entity type. Verity creates a review task for each affected client's lead, and the decision is written on the client's record.

    See the screen
  3. 03Clients

    Clients who send documents on the last day

    What it looks like

    The ITR or audit deadline is eight days away and a client's bank statements, loan certificates and TDS certificates are still missing. The client says "I thought it was ready."

    What it costs you

    The staff work through the night, quality drops and review gets squeezed. A vendor guide for CA firms says bills stack up and bank statements arrive late every month and puts the overtime at 10 to 15 days; that is a vendor claim, but the pattern is familiar.

    How Verity fixes it

    Every assignment has a document checklist built from the client's type. Verity shows what has arrived and what is missing for every client, orders them by due date, and creates a chase task for the owner. Your team sends the request; Verity tracks it.

    See the screen
  4. 04Clients

    WhatsApp as the only record of what was asked

    What it looks like

    A client says he sent the Form 16 on the 3rd. The staff member who handled it has left. Nobody can find the message.

    What it costs you

    Arguments with clients, repeated requests and no audit trail. An ICAI AI platform article names this exact pattern: a crowded WhatsApp channel and no record of what was sent, when and by whom.

    How Verity fixes it

    Requests and receipts are recorded against the client and the assignment, with the date, the document and the person. Anyone in the firm can see what was asked and what came back.

    See the screen
  5. 05Assignments

    Working papers and audit files on staff laptops

    What it looks like

    An audit assistant keeps the sampling, the confirmation letters and the ledger scrutiny in a folder on his laptop. He is moved to another client in the middle of the audit.

    What it costs you

    Lost evidence, repeated work and a review that cannot be done without the person who prepared the files.

    How Verity fixes it

    Each assignment is a record with stages: planning, fieldwork, review, report. Working papers attach to the stage, with who prepared and who reviewed them and when. A new person can pick the file up from the record.

    See the screen
  6. 06Assignments

    Review bottleneck at the partner

    What it looks like

    Forty returns and three audit reports are waiting for partner review in the last week of September. The partner reviews in the order they were handed over and not in the order of urgency.

    What it costs you

    Rushed reviews are where errors slip through, and every error carries the partner's signature.

    How Verity fixes it

    Each item waiting for review shows its due date, the reviewer and any open points. Verity sorts the review queue by deadline and risk, and shows the partner what must be reviewed first.

    See the screen
  7. 07Compliance

    Certificates and reports signed without a clean trail

    What it looks like

    A bank asks for a net worth certificate, a turnover certificate and a stock statement review on the same day. Each has to be checked, signed and logged.

    What it costs you

    ICAI made UDIN mandatory for practising CAs from 1 January 2019, so the partner has to generate a number for each certified document. A missed or mistaken UDIN is a professional conduct risk and a client embarrassment.

    How Verity fixes it

    Each certificate or attest assignment is a record with the document, the reviewer, the sign-off state and a field for the UDIN generated on ICAI's portal. Verity shows signed items without a UDIN so the gap is caught before the document leaves.

    See the screen
  8. 08Compliance

    Notices arrive and the reply date is missed

    What it looks like

    A client forwards a photo of a departmental notice a week after it arrived. The reply window has shortened. The notice was addressed to a registered mobile no one checks.

    What it costs you

    Ex parte orders, extra penalties and an urgent reply drafted in a day.

    How Verity fixes it

    A notice is a record against the client with the section, the authority, the date received and the reply date. Verity assigns it to a senior, lists notices by due date and shows the reply status. Your team replies on the portal.

    See the screen
  9. 09People

    Article assistants and juniors overloaded or idle

    What it looks like

    One article assistant is on four audits and a tax matter, while another is learning slowly on a single client. Training depends on who the senior happens to be.

    What it costs you

    Burnout, mistakes and slow learning. The firm also loses the chance to see who is ready for more.

    How Verity fixes it

    Verity shows each person's assignments, due dates and logged hours side by side, and a training log shows who has worked on what. Partners assign new work from this view and rebalance before the crunch.

    See the screen
  10. 10Money

    Fees billed late and work done on assurances

    What it looks like

    A client's annual retainer and tax return work are billed after the return is filed. An audit client gets the report before the fee is settled.

    What it costs you

    Cash tied up in receivables and little pull after the work is done. Example arithmetic: ₹22 lakh outstanding over 90 days is cash the firm has lent without interest.

    How Verity fixes it

    Each assignment has its fee terms and invoice dates. Verity raises invoice tasks at the agreed stage, ages unpaid invoices by client and shows the partner the follow-up list with reminders noted. The firm bills and collects; Verity tracks it.

    See the screen
  11. 11Money

    Out-of-scope work that is never billed

    What it looks like

    A client under a GST retainer asks for a loan proposal, a CMA report and advice on a restructure. The partner agrees in a phone call.

    What it costs you

    Unbilled hours, usually the most valuable ones.

    How Verity fixes it

    Each client has an engagement scope. Extra requests are logged as assignments with hours, and Verity flags work that falls outside what was agreed so a quote can be sent first.

    See the screen
  12. 12Owner

    Which clients earn and which clients drain

    What it looks like

    The partner suspects that some of the smallest clients take the most hours, but time is never logged.

    What it costs you

    Pricing is guesswork, and bad clients are kept for sentimental reasons.

    How Verity fixes it

    Staff log time against clients and assignments. Verity compares fee, hours and internal cost per client, partner and service line, showing where the practice earns and where it loses.

    See the screen
  13. 13Compliance

    Client data on personal phones and in chats

    What it looks like

    PAN, Aadhaar, bank statements and Form 26AS sit on staff phones and in unmanaged shared folders. A staff member who has left still has copies.

    What it costs you

    A data leak is a trust problem for a profession built on confidentiality, and the Digital Personal Data Protection Rules were notified in November 2025, with most duties applying about 18 months later.

    How Verity fixes it

    Documents are records with permissions by role and client, and every view and download is logged. Closing a leaver's access is one step.

    See the screen
  14. 14Compliance

    Thresholds nobody watches: e-invoicing, audit limits, registration

    What it looks like

    A client's turnover crosses a limit during the year. The limit changes what applies: e-invoicing, GST registration category or audit. Nobody revisits the client until the audit starts.

    What it costs you

    Rework and non-compliance that the client discovers after the fact.

    How Verity fixes it

    Turnover to date and the relevant thresholds are shown on each client's record, with a review task as a client approaches one. The partner decides what applies; Verity makes sure the question is raised in time.

    See the screen
  15. 15Clients

    New clients onboarded in a rush

    What it looks like

    A referral arrives on the 25th of the month. KYC, previous returns, engagement letter and access to portals are collected over three weeks and the first filing is already due.

    What it costs you

    A shaky start and an engagement letter that does not match what was agreed.

    How Verity fixes it

    A standard onboarding checklist creates tasks for the partner and the manager. The engagement letter, scope and fee terms are on the client record from the first day.

    See the screen
  16. 16Owner

    The partner has no single picture of the practice

    What it looks like

    At the end of a season the partner asks how many filings were late, how many clients are unpaid and who worked the most. Nobody can answer from one place.

    What it costs you

    Hiring, pricing and the next season are planned from memory.

    How Verity fixes it

    The owner's screen shows due dates, documents missing, review queue, assignments by stage, fees owed and hours by person, live from the records.

    See the screen

The numbers behind it

The numbers that make these problems worth fixing.

From published sources, with the source named under each figure. Your own numbers will differ, and showing you yours is the first thing Verity does.

  • About 4.08 lakh

    members of the Institute of Chartered Accountants of India as of 28 February 2025, of whom 1,59,557 (about 39 percent) held a certificate of practice.

    TaxConcept, ICAI statistics to 28 February 2025

  • 98,967

    firms registered with ICAI at the same date, which means clients can compare and move between practices.

    TaxConcept, 2025

  • 1 April 2026

    when the Income-tax Act, 2025 came into force, with FY 2025-26 income generally still assessed under the 1961 Act. Two sets of rules run side by side in the same office.

    Patron Accounting, 2026

  • 1 January 2019

    when UDIN became mandatory for practising CAs, so each certified document is tied to a number that banks and regulators can verify.

    TaxGuru, 2018

The ICAI figures are a 28 February 2025 snapshot reported by a tax portal. The UDIN and tax law points come from tax-news sites, not ICAI circulars or the Act, so confirm them with ICAI and the notifications. The overtime claim is a software vendor's and is not used as a fact.

What you will actually see

The screens you would use every day.

Six views, each built for one job. Names, columns and terms are set up in your firm's own language.

Screen 1 of 6

The partner's morning view

Filings due, documents missing, the review queue, fees owed and each person's load on one screen, with the items that need a partner listed below. It replaces the Monday meeting that exists to find out what is late.

Fixes

  • 16 The partner has no single picture of the practice

Verity / Practice / Today

142 active clients

Filings due in 7 days

64

9 not yet prepared

Waiting for partner review

21

3 due in 2 days

Clients missing documents

31

12 over 5 days

Fees overdue

₹11.4 lakh

19 clients

Next 7 days by filing type

  • GST monthly41 clients
  • TDS quarterly22 clients
  • Income tax returns14 clients
  • Audit reports5 clients

Notice received for Gupta Exports 9 days ago. Reply date is in 6 days. No owner assigned.

Assign
  • Certificate signed without UDINNet worth certificate, Mehra TradersAdd UDIN
  • Turnover near e-invoicing limitSai Pharma, ₹4.6 crore to dateReview

Screen 2 of 6

Every client's due dates in one place

Each filing by client, with the person preparing and the person reviewing. A change in a rule or a threshold becomes review tasks for the clients it touches. Notices sit on the same calendar with their reply dates.

Fixes

  • 01 A compliance calendar that depends on one person
  • 02 Rule changes that nobody applies to each client
  • 08 Notices arrive and the reply date is missed
  • 14 Thresholds nobody watches: e-invoicing, audit limits, registration

Verity / Compliance calendar

Next 10 days, all clients

ClientFilingDuePreparerReviewerStatus
Mehra TradersGSTR-3B20 OctKabirSureshNot started
Sai PharmaTDS Q2 return31 OctAnjaliSureshIn progress
Lotus SalonGSTR-111 OctKabirSureshFiled
Gupta ExportsNotice reply22 OctUnassignedPartnerAssign
Anand FoodsAdvance tax15 DecAnjaliSureshPlanned

Gupta Exports, notice

Received 7 Oct, forwarded by client 16 Oct

Authority
GST department
Reply date
22 Oct
Owner
Unassigned
Documents
Needed: purchase register, 3B for Aug
  1. 16 OctClient sent photo of notice
  2. 7 OctNotice issued
  3. NextDraft reply, review by partner

A new advisory affects 18 clients on quarterly filing. Review tasks created.

View clients

Screen 3 of 6

What every client owes you

Checklists per client and filing, with what has arrived, what is missing and how long it has been waiting. Every request and receipt is dated and attributed, so there is a trail.

Fixes

  • 03 Clients who send documents on the last day
  • 04 WhatsApp as the only record of what was asked
  • 13 Client data on personal phones and in chats
  • 15 New clients onboarded in a rush

Verity / Document collection

Due-date order

ClientForMissingDueWaitingStatus
Gupta ExportsNotice replyPurchase register22 Oct4 daysChase
Verma LogisticsITR and auditBank statements31 Oct6 daysChase
Anand FoodsAdvance taxNil15 DecNoneComplete
Sai PharmaTDS Q2Challan copies31 Oct3 daysChase
  • KYC, PAN and engagement letter, new client Rao CementReceived 11 Oct
  • Previous three years' returnsRequested 12 Oct
  • Access to portal credentials agreedWaiting on client

Screen 4 of 6

Audits, reports and review

Each assignment by stage, with working papers, the person who prepared them, the person who reviewed them and the sign-off state. Certificates show whether a UDIN has been recorded.

Fixes

  • 05 Working papers and audit files on staff laptops
  • 06 Review bottleneck at the partner
  • 07 Certificates and reports signed without a clean trail

Verity / Assignments

Audit and attest season

Planning1

  • Rao Cement, statutory auditPartner: Mr IyerPlan due

Fieldwork2

  • Verma Logistics, tax auditKabir, 60% of papersOn track
  • Sai Pharma, tax auditAnjali, confirmations pendingWaiting

Review2

  • Mehra Traders, tax audit5 open points, due 28 SepReview
  • Net worth certificate, Lotus SalonUDIN not recordedAdd UDIN

Signed1

  • Gupta Exports, GST annual returnSigned 9 OctDone

21 items waiting for partner review. 3 are due in two days.

Open queue

Screen 5 of 6

Who is carrying what

Each person's assignments, due dates, hours and training, so new work goes to someone with room and learning is spread fairly.

Fixes

  • 09 Article assistants and juniors overloaded or idle

Verity / Team

Partners, managers, articled assistants

PersonRoleAssignmentsDue this weekHoursStatus
SureshManager2612164Overloaded
AnjaliSenior197148On track
KabirArticled assistant114132On track
MeghnaArticled assistant6196Has room
  • Meghna: first audit planning, supervisedSuresh, due 20 Oct
  • Kabir: GST reconciliation trainingCompleted 8 Oct

Screen 6 of 6

Fees, scope and profitability

Each client's engagement, the fee terms and invoice dates, what is unpaid and the hours spent. Work outside the agreed scope is flagged before it is done for free.

Fixes

  • 10 Fees billed late and work done on assurances
  • 11 Out-of-scope work that is never billed
  • 12 Which clients earn and which clients drain

Verity / Fees

This quarter

ClientFee basisBilledPaidHours costStatus
Sai PharmaRetainer ₹30,000 / month₹90,000₹60,000₹71,000Loss-making
Mehra TradersAudit ₹1.2 lakh₹1.2 lakhNil₹58,000Overdue 74 days
Lotus SalonRetainer ₹9,000 / month₹27,000₹27,000₹14,000Healthy
Verma LogisticsTax audit ₹80,000Not yetNil₹36,000Invoice due
  • CMA report, Sai Pharma14 hours, outside retainerQuote
  • Restructure advice, Anand Foods9 hours, outside scopeQuote

Illustrative screens with sample data. Layouts, fields, names and terms are set up around how your CA firm works.

An ordinary day

The same last week of September, before and after.

What changes is not the profession. It is that the calendar, the chase and the review queue are in one record.

WhenTodayWith Verity
9:00 TodayThe manager looks through her sheet and a WhatsApp group to see what is due and what has arrived. With VerityThe calendar shows 64 filings due in seven days, with nine not yet prepared and the reason for each.
11:00 TodayA client forwards a photo of a notice that arrived a week ago. With VerityThe notice is logged in a minute, assigned to a senior and shows on the calendar with a reply date.
1:30 TodayThe partner is told on Friday that an audit has no confirmations yet. With VerityThe assignment board showed "waiting on confirmations" four days earlier and the chase task was already open.
4:00 TodayReview is done in the order papers reached the partner's desk. With VerityThe review queue is sorted by deadline, so the three items due in two days are first.
7:00 TodayA certificate leaves the office, and later someone notices there is no UDIN on file. With VerityThe certificate cannot be marked ready until the UDIN is recorded, so the gap is caught before it goes.
Month end TodayFees are billed after the rush, in the order someone remembers. With VerityInvoice tasks were raised at the agreed stages, and overdue clients are already on a follow-up list.

How we work with you

We set it up with you, in four weeks.

You do not get a login and a manual. We sit in your office through a real filing week, build Verity around how your clients and assignments move, bring your data in, then stay on.

  1. Week 1

    Discovery and mapping

    What we do
    Sit with a partner, a manager and two seniors during a busy filing week. Follow a client from engagement to filing to bill, and note where the dates, documents and reviews are held today.
    What we need from you
    Two to three hours of a partner's time and an hour from the manager and each senior. Your client list with registrations, your due date sheet and a sample of recent assignments.
    What you have at the end
    A written map of your practice: service lines, client types, filing calendars, review steps, fee terms, team and the first gaps we will close.

  2. Weeks 2 to 3

    Configuration

    What we do
    Set up client types and registrations, filing calendars, document checklists, assignment stages for audits and certificates, notice handling, time codes, engagement scopes, invoice schedules and permissions for partners, staff and clients.
    What we need from you
    Review the setup with a manager and two seniors. Tell us where a stage, a checklist or a review step is wrong.
    What you have at the end
    A working Verity with your calendars, checklists and fee terms, ready for your data.

  3. Weeks 3 to 4

    Migration and training

    What we do
    Bring in your clients, registrations, live assignments, open notices and unpaid fees from the sheets and files you use. Train partners, managers and article assistants at their desks.
    What we need from you
    Your client sheet and due-date sheet in whatever form they exist, and a check of the live dates. An hour with each role.
    What you have at the end
    Your clients, dates and fees inside Verity, and a team that has run part of a filing week on it.

  4. After go-live

    Operations partnership

    What we do
    Stay on after launch. Review the first filing cycle with you, tune the calendars and reminders, and handle changes when you add clients, services or staff.
    What we need from you
    A short monthly review with a partner.
    What you have at the end
    A system that keeps matching how the practice runs, with someone responsible for it.

Bring these on day one

  • Your client list with entity type, registrations and turnover band
  • Your current due-date sheet or calendar
  • A list of live assignments with their stage
  • Engagement letters and fee terms
  • Staff roles and a list of open notices

Your time

About 10 to 12 hours of a partner's time across the four weeks, mostly in week 1. Managers and seniors need a few more.

After go-live

Nobody is hired to run Verity. Dates, documents and hours are recorded as part of work the team already does.

Verity AI

Ask your practice a question. Get an answer, not a report to build.

Verity AI reads your own clients, filings, documents, assignments and fees, and only what the asker is allowed to see. Ask in plain language, then turn the answer into tasks.

  • Your records only Answers come from your own CA firms data, not from generic knowledge.
  • Right person, right view It only shows what the person asking is allowed to see.
  • Turns into action An answer can become a task assigned to a named person.

Verity / Ask

Which filings are due in the next seven days and not yet prepared?

Nine of 64. Five are GST returns, three are TDS returns and one is a notice reply.

  • GST returns5 (Kabir 3, Anjali 2)
  • TDS returns3 (Anjali)
  • Notice reply1 (unassigned)

Assign and set internal due dates

Verity / Ask

Which clients are near a turnover threshold that changes what applies?

Four clients are within 10 percent of a limit this year.

  • Sai Pharma₹4.6 crore against ₹5 crore
  • Mehra Traders₹4.7 crore
  • Others2 clients

Create review tasks for the account lead

Verity / Ask

Which retainer clients cost more in hours than they pay in fees?

Three this quarter. Sai Pharma has the largest gap.

  • Sai Pharma₹71,000 cost against ₹90,000 billed over 3 months, with CMA work unbilled
  • Others2 clients

Open a scope and fee review for each

Sample questions and answers with illustrative figures.

Without chasing

The follow-ups nobody has time to make.

Set once, then they run from your records. Your team still talks to clients and files on the portals; Verity makes sure the right person knows what to do.

When

A filing date approaches for a client

  • Preparer and reviewer shown on the calendar
  • Document checklist checked
  • Task to the preparer if documents are missing

When

A notice is entered for a client

  • Assigned to a senior and the partner
  • Reply date placed on the calendar
  • Status tracked until the reply is filed

When

A rule or threshold change is logged

  • Clients it touches are listed
  • Review task for each account lead
  • Decision recorded on the client

When

A certificate is marked ready without a UDIN recorded

  • Held in review
  • Alert to the signing partner
  • Released once the UDIN is entered

When

Hours on a client pass the fee limit you set

  • Flagged to the partner
  • Scope review task created
  • Outside-scope work listed for a quote

When

An invoice passes its due date

  • Added to the follow-up list
  • Task to the partner for that client
  • Reminder history kept on the invoice

Rules and paperwork

The rules a CA firm has to keep up with.

Verity does not give tax, audit or legal advice and does not file anything. It keeps the calendar and the records these rules depend on in order, so your team prepares and the partner signs from a clear position.

  • Filing calendars across taxes

    What is expected

    GST, TDS, income tax and company filings each have their own dates, and the Income-tax Act, 2025 came into force on 1 April 2026 while FY 2025-26 income is generally still assessed under the 1961 Act. Monthly GSTR-1 and GSTR-3B are generally due on the 11th and 20th.

    How Verity helps

    Each client's filings and due dates follow from its registrations, with a preparer and a reviewer for each.

    Patron Accounting, 2026

  • UDIN for certified documents

    What is expected

    ICAI made UDIN mandatory for practising CAs from 1 January 2019. It is generated on ICAI's portal and lets banks and regulators verify a certified document. The scope by document type was phased in, so check ICAI's current directions.

    How Verity helps

    Certificate and attest assignments carry a UDIN field and cannot be marked ready without it.

    TaxGuru, 2018

  • E-invoicing and other thresholds

    What is expected

    E-invoicing generally applies where turnover exceeded ₹5 crore in any year since FY 2017-18, with a 30-day reporting limit for ₹10 crore and above from 1 April 2025.

    How Verity helps

    Turnover to date and key limits are shown on each client, with a review task as one is approached.

    TaxGuru, 2026

  • Data protection and confidentiality

    What is expected

    The Digital Personal Data Protection Rules were notified on 13 November 2025, with most duties due about 18 months later. Professional confidentiality duties apply separately under ICAI's code.

    How Verity helps

    Client documents carry role and client permissions, and views and downloads are logged.

    Mondaq, 2025

Rules, dates and thresholds change by notification and differ by taxpayer type. Confirm current requirements with ICAI, the official portals and the Acts.

Who sees what

Everyone sees the same records, through their own window.

An article assistant should not see every client's fee. A client should only see their own documents. Each role opens on what it needs.

  • Partner

    Is the practice on time, safe and getting paid?

    Filings due, review queue, notices, signed items without UDIN, fees owed and each person's load.

  • Manager

    What is due this week and who can take more?

    The calendar, missing documents, assignment stages, reviews pending and team capacity.

  • Senior

    What do I prepare and review?

    Own clients, filings, working papers, review points and time entry.

  • Article assistant

    What is on my list and what am I learning?

    Assigned tasks, checklists, supervised work and a training log.

  • Client (view only)

    What have I sent and what is still needed?

    Their own checklist, notices and invoices, and nothing else.

Straight answers

What changes, and what stays the same.

Keep using

  • Tally, GST and income tax software your team uses. We agree during setup how data reaches Verity.
  • The government portals where your team files and replies.
  • ICAI's UDIN portal for generating numbers.
  • WhatsApp and email for clients. Staff reply
  • Verity tracks who owes a reply.

Verity does not

  • File returns, reply to notices or make payments on any portal.
  • Generate UDINs or sign anything for you.
  • Give tax, audit or legal advice.
  • Send reminders to clients on its own.

We bring your clients, registrations, live assignments, open notices and unpaid fees across from the sheets, folders and chats you use now, in stages, so filings continue without a break.

  • Excel
  • Google Sheets
  • Legacy ERP
  • CRM
  • One operating environment

Questions

Questions chartered accountants ask.

Does Verity file returns or generate UDINs?

No. Your team files on the government portals and the signing partner generates the UDIN on ICAI's portal. Verity records the status and the number, and makes sure nothing leaves without it.

Will it replace Tally or my tax software?

No. Your team keeps using them. Verity runs the calendar, documents, assignments, hours and fees around that work.

How does it keep up when rules change?

You or your manager log the change and the clients it touches by registration, entity type or turnover band. Verity creates review tasks for each lead. It does not interpret the law, and your team decides what applies.

I run a five-person practice. Is this too much?

A small practice has the same calendar with fewer people to hold it. We set up only what you need, in the same four weeks, and leave out what you do not.

Can my clients see anything?

Only if you choose. A client can have a view of their own checklist, notices and invoices, and nothing about other clients. We agree this with you during setup.

Can it track audit working papers?

It holds them as records on the assignment stage, with who prepared and who reviewed. It does not replace audit software your firm may use. We agree what sits where during setup.

How does it help with article assistants?

It shows each person's load and keeps a training log, so work and learning are spread fairly and a partner sees who is ready for more.

Who can see my data?

Only the people you allow. Access is set by role and by client, and every view and change is recorded with who made it and when.

How soon will I see something useful?

The compliance calendar and the missing documents list need only your existing client data, so we aim to have them first. Profitability becomes reliable after a few weeks of logged time.

What does it cost?

It depends on the number of staff and clients and what you want set up. Message us and we will give you a clear number after a short conversation about how your practice runs.

Where the figures come from

Sources

  1. TaxConcept, 2025
  2. Patron Accounting, Income Tax Act 1961 vs 2025, 2026
  3. TaxGuru, UDIN mandatory from 1 January 2019
  4. TaxGuru, e-invoicing, 2026
  5. Mondaq, DPDP Rules 2025, 2025
  6. TaxConcept, GST late fees, 2026
  7. AI Accountant, vendor guide, 2026
  8. AI in ICAI, 2026

Last checked 15 October 2026. Published figures vary by region and method, so treat them as indicative, not as a promise of your results.

Start with the dates that cannot slip.

Tell us how your practice runs and we will show you the calendar, the missing documents and the unbilled work it would find, using your own numbers.

Get your free demo Email us

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.