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Two people at a desk signing and reviewing printed documents

Every client's returns, papers and due dates in one place.

A CA firm does the same work for many clients at once, against the same due dates. Kreon has software for this: GST reconciliation and returns, e-invoicing, a compliance calendar, document filing, CRM and practice management. Each is built around the client list, so your team does not repeat every step in single-company software.

What the system has to handle

The details generic software gets wrong.

01

Many clients, same dates

Due dates fall together for every client. You need a client-wise list of what is filed, pending and stuck, not a wall chart.

02

Chasing client papers

Returns wait on bank statements, purchase bills and sales data. Each request, reminder and receipt has to be tracked client by client.

03

Reconciliation in bulk

Matching purchases with GSTR-2B for one company is routine. Doing it for every client each month needs the same steps run across all of them.

04

Who did what

Articles and staff change. Each task needs an owner, a reviewer and a record, so the work survives when someone leaves or goes on exam leave.

Modules this trade uses most

The parts that matter here.

Data, AI and integration

BI dashboards

Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.

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Data, AI and integration

Approval workflows

Sends purchase orders, payments, discounts, credit-limit overrides and leave to the right person by value and…

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Data, AI and integration

Document management

Attaches scanned bills, challans, agreements and certificates to the entry they belong to.

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Data, AI and integration

Tally integration

Posts sales, purchase, receipts, payments and journals to Tally with ledgers and cost centres mapped.

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Data, AI and integration

WhatsApp integration

Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.

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Finance and compliance

E-invoice and e-way bill

Generates IRN, signed QR code and e-way bill straight from the invoice or challan, singly or in bulk.

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Finance and compliance

GST returns

Prepares GSTR-1 and GSTR-3B from books, reconciles purchases with GSTR-2B and tracks input tax credit.

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Finance and compliance

Audit trail and user rights

Keeps an edit log of every voucher and master: who created, changed or deleted it, when, and the old and new values.

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Sales and service

Renewal reminders

A due-date calendar for policies, contracts or subscriptions, with reminders to the client and the person responsible…

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FAQ

Questions, answered.

Can we keep each client's data separate but work from one login?

Yes. Each client is a separate set of books, GSTINs and documents, and access rights decide which staff member sees which client. Partners get a view across all clients of what is due, done and overdue.

Do our clients have to change their accounting software?

No. Client data can come from Tally, Excel or their ERP. Your firm does the reconciliation, return working and e-invoicing on top of that data, whatever the client uses for day-to-day accounts.

Do we have to take all the products together?

No. A firm can begin with the one that hurts most, often GST reconciliation or the compliance calendar, and add document management, CRM or practice management later as the practice needs them.

Which Kreon products fit cA firms and tax practitioners?

E-invoice and E-way Bill Software, GST Software, Compliance Calendar and Task Tracker, CA Practice Management Software, Document Management System, CRM Software. Each can be shaped to the way your business works, and they share the same records when used together.

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In cA firms and tax practitioners? Let us talk.

We will tell you, honestly, whether software can fix it. If it cannot, we will say so.