Features
Everything your clients touch, in one branded portal.
FirmsNest is the client-experience layer for your practice — the place where clients scope work, pay, share documents, review drafts, and track every filing. It sits on top of the computation and e-filing tools you already use, and keeps your firm compliant by construction.
The engagement lifecycle
One thread, from “what do you need?” to “it’s filed.”
Every engagement moves through the same clear, auditable path. The client always sees their step; your team always sees the queue.
Intake & scoping
Clients answer a guided scoping form, so an engagement starts with the right picture of the work — instead of a scattered WhatsApp thread you have to piece together.
Quote & engagement letter
Send a clear quote and an ICAI-compliant engagement letter that carries your firm’s FRN and the standard disclaimer. The client reviews and approves it in the portal.
Online payment
Clients pay through your firm’s own Razorpay account, or by UPI — a QR generated from your firm’s own UPI ID, which you confirm. Firm to client, directly; FirmsNest takes no transaction cut and never holds the money.
Secure document exchange
PAN, bank details and books move through an encrypted vault with role-based access — not email attachments or forwarded chats. Working papers stay flagged and private to your team.
Draft review & approval
Share the prepared return or statement for the client to review and approve, with an audit trail recording who signed off and when.
Filing & status
You file in your own software; the client always sees where their engagement stands in the portal — ending the “any update?” calls during season.
Refund tracking
Follow refunds through to closure inside the same engagement, so nothing slips between one season and the next.
Archive
Every engagement, document and approval is retained for seven years — searchable when you need it, in one consistent place.
You still compute and file the return wherever you do today — Winman, Computax, KDK, the IT or GST portal. FirmsNest owns the part your client touches, not the computation itself.
A closer look
The whole client experience, in your colours.
Each capability is built for the data and the standards a CA practice works under — secure by default, and yours to brand.
Branded per-firm portal
A portal at your own subdomain, in your colours, carrying your registration number. Clients experience your practice — never a generic tool, and never ours.
Secure document vault
Encrypted storage with India data residency and working-paper visibility flags — built for financial records, not shared file links.
Razorpay & UPI payments
Each firm connects its own Razorpay account or UPI ID; clients pay online, or scan a UPI QR you confirm. Client fees flow firm to client — no transaction cut, no aggregator in the middle, and we never custody client money.
Draft review & approval
Share drafts, capture client approvals, and keep an immutable audit trail of every sign-off — clear evidence of what was approved and when.
Filing & refund tracking
A single status the client can follow — from filed through to refunded — across every service line in one place.
Automated reminders
Opt-in, automated nudges for outstanding documents and approaching deadlines — so chasing clients stops being a manual job.
Audit trail & role-based access
An audit trail across actions and approvals, with role-based access so each person sees only what their role needs.
Works alongside your tools
FirmsNest owns the client-experience layer. You keep computing and filing in Winman, Computax, KDK, or the IT and GST portals, wherever you do today.
Six service lines, one portal
The same clear workflow, across the work you do.
Whatever the engagement, your client moves through one familiar path — and your team manages it all from a single workspace.
Direct Tax
Income-tax engagements, from scoping to filed return and refund.
GST
Registrations and periodic returns, with documents and status in one thread.
Audit
Audit engagements with secure working-paper exchange and sign-offs.
CFO / Virtual CFO
Ongoing advisory engagements with documents, approvals and a clear record.
TDS
TDS returns and statements, collected and tracked without the chase.
ROC / MCA
Company-secretarial and ROC filings, scoped and tracked end to end.
See it running against your own workflow.
Book a walkthrough, or start setting up your firm’s portal today.
Questions? Email support@firmsnest.in