Every tool your firm needs to deliver flawless compliance.
Clario replaces fragmented spreadsheets, personal WhatsApp reminders, and scattered file shares with a structured, intelligent practice operating system.
Compliance Radar
Instant operational health visibility across your entire practice.
Traditional CA offices discover missing returns or unassigned work when clients call in frustration. Clario calculates health scores dynamically so you fix bottlenecks days before statutory deadlines.
- Dynamic categorization: 🔴 Critical, 🟠 Attention Required, 🟢 On Track
- Overdue ratio calculation and concentration alerts
- Automatic task bottleneck diagnosis (Missing Docs vs Review Backlogs)
- Direct drill-down links to client folders and service workspaces
Filing Readiness Pipeline
7-stage readiness tracking from raw files to partner sign-off.
Know with complete confidence whether a tax return is ready for submission without shouting across the office or inspecting multiple Excel tabs.
- Stages: Blocked, In Preparation, Review Required, Partner Review, Ready to File, Filed, Closed
- Checklist item assignees with completion progress metrics
- Section-by-section review points and audit queries
- Electronic verification tracking and acknowledgment archiving
Client 360 & Health Scoring
Every detail about a client accessible in one unified interface.
Centralize PAN, GSTINs, corporate identity, contacts, compliance categories, filing history, documents, and outstanding fee invoices in a single dedicated hub.
- Multi-signal health score: overdue work, document responsiveness, fee timeliness
- Categorized tabs for GST, TDS, Income Tax, Statutory Audit, and Documents
- Prescribed Next Recommended Action pill for instant staff orientation
- Protected firm-owner exclusive archive and deletion governance
Follow-Ups & Public Portal
Stop losing document requests in personal WhatsApp chats.
Generate secure tokenized upload portals with one click. Send pre-formatted WhatsApp and email reminders. Clients upload statements securely from their phones with zero account friction.
- Tokenized, encrypted public upload containers
- Persistent "Mark as Resolved" and audit communication logs
- AI-drafted WhatsApp reminder messages customized to pending documents
- Instant notifications to assigned accountants upon client file upload
CA Work Assistant AI
Operational answers grounded strictly in your live practice data.
Ask plain-English questions and get instant, read-only operational intelligence with zero data fabrication and strict privacy isolation.
- Query firm data: "Which clients have overdue GST work this month?"
- Query blockers: "Which filings are blocked because documents are missing?"
- Query workloads: "Who in the team is overloaded with upcoming deadlines?"
- Monthly AI Credit tracking with transparent plan allowances
GST, TDS, ITR & Audit Workspaces
Dedicated service spaces engineered for Indian statutory standards.
From GSTR-1 and GSTR-3B runs to quarterly 24Q/26Q TDS returns, corporate ITR filings, and CARO statutory working papers, Clario handles the full lifecycle of CA practice deliverables.
- Automatic due date obligations 3 months in advance
- Challan amount and BSR reference logging
- Working paper review points and sign-off hierarchy
- Integrated client fee tracking and collection reminders