Invite your CA to a read-only view of your books. Answer their queries on the entry itself, close each quarter with a checklist and sign-off, and hand over Tally XML and a filing pack.
WORKING WITH YOUR ACCOUNTANT
Your CA gets the books as they are - every entry, statement and document - and a place to ask about them. Edits, payments and invites stay with you.
Your CA sees books, documents and statements but can't edit them. Changes stay with your team.
Choose payroll access when you invite, switch it later, or revoke access any time.
A question can be pinned to its entry, with replies, file attachments and an open or resolved status.
A starter list your CA edits. Sign-off needs every item ticked, and reopening keeps a record of it.
Payment and receipt vouchers for Tally import, plus ledger, party and salary registers in CSV or XLSX.
One ZIP your CA downloads with the period's registers, Tally vouchers and a manifest of what's inside.
SEE IT IN ACTION
HOW IT WORKS
Type their email, choose books only or books + payroll, and send. Access is read-only from the start.
Send invite - they get a link to the CA portal.
Your accountant accepts and works in the CA portal. Accountants don't count as seats on your plan.
Waiting turns to Joined the moment they accept.
Their question is pinned to the entry. Reply with the document attached; they resolve it when they have what they need.
Pinned to the entry, so the answer stays with the record.
Statements reconciled, invoices collected, TDS deposited, payroll reviewed - ticked in the portal and signed off.
Signed off by CA · S. Krishnan · 12 Jul 2026
Tally voucher XML, ledger CSV and registers XLSX for the period - or everything together in one filing pack.
Downloaded from the CA portal, straight into Tally.
INVITE YOUR CA
Type your accountant's email, choose whether payroll is included, and send. They join the CA portal with read-only access to your books and statements - and they don't use up a seat on your plan.
QUERIES ON THE ENTRY
A query is pinned to the entry it is about. Your CA asks, you reply with the document attached, and the thread is resolved where the next person will look for it. Only owners and admins see queries - staff don't.
CHECKLIST, EXPORTS AND THE PACK
Each period has a checklist your CA works through in the portal and signs off. Then the exports: Tally voucher XML, the ledger as CSV, the registers as XLSX - or all of it in one filing pack.
YOU STAY IN CHARGE
Accountant access is read-only at the server, not just hidden in the app. Everyone with access is listed on your Accountants page, where you can switch payroll access on or off, or revoke access.
GOOD QUESTIONS. CLEAR ANSWERS.
A few things to know before you start.
See all featuresNo. Accountant access is read-only, and that is enforced on the server. Your CA can raise queries, reply in threads and work the filing checklist - every other change stays with you and your team.
No. Accountants don't count toward your plan's seats, and neither do colleagues your CA's firm assigns. Seats are for your own team.
Yes. Untick Include payroll when you invite, or switch it later on the Accountants page. With books-only access, payroll is blocked, names on salary entries are hidden and payroll registers are left out of exports.
No. The checklist tracks your CA's work for the period and the exports support their review. Your CA files returns as usual - the filing pack is a set of registers, not a prepared return.
You invite them by email and they work in the CA portal. An accountant does not count as a seat on your plan, and you can invite more than one.
Tally voucher XML for the period, the ledger as CSV, the registers as XLSX - including the salary register when payroll is shared - and the signed-off checklist, in one ZIP.
LESS PAPERWORK. MORE POSSIBILITY.
See what your everyday bills can become.
Try KhataPilot Request access for your business.