For CAs, accountants and tax consultants

Billing software for your CA & accounting firm, with recurring invoices & payment reminders built in

GST invoices with recurring invoices, payment reminders, lead follow-ups, appointments, plus payments, stock and GST reports, in one app.

Made for your CA & accounting firm

What a CA & accounting firm uses most

Your clients pay monthly retainers for GST and income-tax work, fees need chasing, and new clients arrive as inquiries. These are the tools that keep that running.

Recurring invoices

Set up a bill once and Easy Khata creates it again on schedule.

  • Repeating bills for monthly customers
  • Pause or edit a schedule any time

Khata & payment reminders

A running ledger for every party, with automatic reminders when a payment is overdue.

  • Party ledger (khata) and statements
  • Automatic overdue reminders on WhatsApp or email
  • Receivable ageing report

Inquiries, leads & follow-ups

Log every inquiry, assign it to staff and follow up until it converts.

  • Inquiries and leads in one place
  • Assign to staff with follow-ups
  • Lead and conversion reports

Appointments & reminders

Book appointments and remind both your team and your customer.

  • Appointment calendar & history
  • Reminders for you and your staff
  • WhatsApp reminder to your customer
Also in Easy Khata

Everything else your business runs on

Sales

  • GST sales invoices
  • Sale returns & credit notes
  • Quotations
  • E-invoice & e-way bill
  • Custom invoice fields

Purchases

  • Supplier bills
  • Purchase orders
  • Purchase returns & debit notes

Stock & items

  • Items & services list
  • Item categories

Money

  • Payments in & out
  • Cash & bank accounts
  • Expenses
  • Party ledger (khata)
  • UPI QR on invoices

Staff

  • Staff logins with roles
  • Staff attendance & payroll

Customers

  • Service tickets
Reports

The reports you will check most

Every report exports as PDF or CSV.

Plans

Which plan fits a CA & accounting firm

Starter

  • –Recurring invoices
  • Khata & payment reminders
  • Inquiries, leads & follow-ups

Growth

Best fit
  • Recurring invoices
  • Khata & payment reminders
  • Inquiries, leads & follow-ups

Scale

  • Recurring invoices
  • Khata & payment reminders
  • Inquiries, leads & follow-ups

Enterprise

  • Recurring invoices
  • Khata & payment reminders
  • Inquiries, leads & follow-ups

See prices and everything in each plan →

FAQs

Questions CA & accounting firm owners ask

Can monthly bills go out automatically?

Yes. Set up a recurring invoice once and Easy Khata creates it on schedule. You can pause or edit it any time.

Will customers be reminded about pending payments?

Yes. Easy Khata keeps a ledger for every party and can send automatic reminders on WhatsApp or email when a payment is overdue.

Can I track inquiries and follow-ups?

Yes. Inquiries and leads can be assigned to staff, with follow-up tracking and lead conversion reports.

Can I manage appointments?

Yes. Book appointments in the app, get reminders for you and your staff, and send the customer a WhatsApp reminder.

Can I send a quotation first and bill later?

Yes. Create a quotation, share it as a PDF, and convert it to a sale order or invoice once the customer agrees.

Can I file GST returns from the app?

Easy Khata prepares your GSTR-1, GSTR-2 and GSTR-3B reports from your bills. Filing them on the GST portal is done by you or your CA.

Does it do TDS, balance sheet or trial balance?

Not yet. Easy Khata covers GST billing, ledgers and GST reports; TDS/TCS, balance sheet and trial balance are not in the app.

Free demo

See Easy Khata set up for a CA & accounting firm

Pick a date and a time slot. We’ll show you recurring invoices and payment reminders and your GST reports on a live call.

What shop owners call it

CA office, accountant, accounting service, tax consultant, GST filing service, income tax service, audit service, bookkeeping service — Easy Khata is the same app for all of them.