The dedicated client portal software for accounting firms & CAs.
Automate PBC document chasing, give business owners 24/7 visibility into statutory compliance deadlines, and secure partner review sign-offs in a branded, bank-grade client portal.
Starting at ₹999/user/mo · Built for CA & accounting practices · 1-click magic links
Stop letting document chasing consume your firm's billable hours.
Every tax season and audit cycle, accounting teams lose hundreds of hours tracking down missing bank statements, invoices, and TDS certificates across scattered email chains and messaging apps. When clients don't know what is missing, deadlines get compromised and partner stress multiplies.
Pyngyn ClientSpace for Accounting Firms turns document collection into a self-driving workflow. Clients log into their white-labeled portal, see exactly which documents are pending, and upload them with one click. Automated reminders follow up with clients on your schedule.
Everything your accounting practice needs to operate seamlessly.
Designed around real compliance workflows: GST, Corporate Tax, TDS, ROC, and Statutory Audits.
Automated PBC Checklists
Set up Provided-By-Client document checklists with specific file types and due dates. Automated WhatsApp and email chasers follow up so your team doesn't have to.
Statutory Tax & Filing Deadlines
Clients see live progress on GST returns, advance tax filings, corporate tax audits, and ROC compliances without calling your partners.
4-Eye Review & Partner Sign-Off Gates
Maintain rigorous review standards. Deliverables move through preparer, manager, and signing partner review gates before presentation in the client portal.
Bank-Grade Working Paper Security
Protect confidential balance sheets, ledger exports, and tax computation files with AES-256 encryption, access logs, and tenant isolation.
Passwordless Magic-Link Access
No account setup or password frustration for business owners. Clients click a secure magic link from their email and land straight in their portal.
Retainers & Fixed-Fee Tracking
Keep recurring accounting retainers and audit milestones organized with clear billing deliverables and integrated payment options.
Frequently asked questions for accounting & CA firms.
Why do accounting firms need a dedicated client portal software?
Accounting practices handle extreme volumes of sensitive financial data, strict statutory filing deadlines, and repetitive document chasing. Standard email is insecure, disorganized, and leaves no audit trail. Pyngyn's client portal software for accounting firms centralizes PBC lists, tax computations, approvals, and communication in one white-labeled, bank-secure environment.
How does Pyngyn handle Provided-By-Client (PBC) document requests?
You can create customized PBC document checklists for audits, GST reconciliations, or income tax filings. The portal displays pending versus completed items to the client, validates file uploads, and sends courteous automated reminders until all documents are received.
Can clients see internal working notes or draft calculations?
No. Pyngyn maintains strict internal vs. external visibility boundaries. Your audit working papers, review notes, and team discussions remain private within your firm's view; clients only see finalized deliverables, active requests, and verified status updates.
Does Pyngyn integrate with common accounting software?
Pyngyn connects with accounting tools including Tally, Computax, Zoho Books, QuickBooks, and Excel. You can sync client lists and deliver exports directly into client spaces.
What does Pyngyn ClientSpace cost for accounting practices?
Pyngyn pricing starts at ₹999 per user/month for the Professional practice plan, making it highly cost-effective for boutique CA firms and scaling accounting partnerships alike.
Elevate your accounting practice with a dedicated client portal.
Book a 30-minute practice walkthrough. See how Pyngyn configures your tax season checklists and client portals in minutes.
Tailored to CA & accounting firms · 30-minute walkthrough · No commitment