CA Practice Management, Client Bookkeeping & GSTR-2B Reconciliation
Client records often arrive across email, spreadsheets and messages. Lekhiva lets a service business maintain its billing and expense records while its CA works from the same authorised information.
How a client connection works
- Invite: a CA sends a connection request to the business owner, or the owner invites their CA, describing the access required.
- Approve: the owner accepts, reduces or declines the requested access. Nothing is shared until they accept.
- Assign: the firm assigns staff to that client within the owner's permission grant.
- Review: authorised staff request documents, resolve questions and track monthly review progress.
One firm, clearly separated clients
The client list shows assigned staff, open requests and review status, and you can add many clients at once from a spreadsheet. Each business remains a separate workspace. Firm membership alone does not grant access to every client: staff see only the clients assigned to them.
Track the work, not just the records
A work board moves each task through to do, in progress, waiting for documents, in review and done. A different manager can sign off a task before it is closed. Tasks can link to a notice, a document request or a GST return, and staff can log the time they spend. A team activity feed and a weekly summary show what is overdue and what is waiting for review.
Reconcile GSTR-2B across clients
Drop in several clients' GSTR-2B files at once. Each file is saved to the right client by the GSTIN inside it and matched against that client's bills.
The business stays in control
Business ownership and payment for a subscription are separate. An owner can revoke the firm's connection at any time; historical attribution remains. Files already downloaded cannot be recalled.
Ask a question next to the record
“Please attach the receipt for this software expense and confirm its business purpose.”
The owner replies against the record. The CA can resolve the request and continue the review.
A reviewed status does not imply statutory audit certification or completed return filing.
Prepare your next handoff today
Use the monthly records checklist with your clients.
Bring your clients to Lekhiva
Set up your firm, then invite your clients. Business plan benefits are free until 31 December 2026. A CA connected to a client's business gets a free seat; see pricing.
Sign up as a CA →