GST software for CA firms that work inside their clients' books

• Bills arrive late and scattered. Photos on WhatsApp, a courier bag of paper, a pen drive on the 10th.
• A separate login for every client. Or worse, a desktop data file emailed back and forth.
• 2B does not match the books. Hours spent finding which supplier bill is missing or wrong.
• No shared view of deadlines. Which client is due for which return, and which article is working on it.
• Access is all or nothing. You want to see the books, not risk someone editing them.

Create your firm once, then add clients. For each client, the console shows receivables, overdue amount, the next GST return and its due date, TDS payable still pending, and open tasks. Click Open to work inside that client's company.

1. 1

   Add or link a client

   Create a new client company with its name and GSTIN, or link a business that already uses JustBill by inviting the owner's email or GSTIN.

2. 2

   Client accepts

   The business owner accepts your invite under My accountant in their settings, or generates a connect code and gives it to you to redeem.

3. 3

   Add your team

   Add staff as staff or manager. Managers get admin access to every client, staff get staff access, and removing someone from the firm removes the access the firm gave them.

4. 4

   Work the list

   Use the firm-wide task board for deadlines, and select several clients to download GSTR-1 or GSTR-3B JSON for a period as one ZIP.

Generate an upload link for a client and share it. The client opens it on their phone and uploads a JPG, PNG or PDF of up to 10 MB, with no login and no app. JustBill tries to read the vendor name, GSTIN, invoice number, date and amounts from each upload.

Uploads land in your console for review. Check or correct the details and accept, and a purchase bill is created in the client's books, with the supplier added if it is new. Or reject it. The client can see the status of each file on the same link.

• GSTR-2B reconciliation: upload the 2B JSON and each bill is sorted into matched, mismatched, missing in books or missing in 2B, within a ₹1 tolerance. Accept the results to mark ITC as reconciled.
• IMS: mark inward invoices as accepted, rejected or pending.
• Returns data: JSON for GSTR-1, GSTR-1A, GSTR-3B, IFF, GSTR-9 and CMP-08, with HSN summaries and B2BA or B2CLA amendments.
• Consolidated GST view: output tax, ITC and net liability for every GSTIN you have access to, on one screen.
• TDS: TDS payable ledger with challans, TDS by section and party, and Form 26AS import to match TDS credits against sales invoices.

JustBill prepares the data and summaries. Filing still happens on the GST portal, so you can review everything before it goes in. More on this in GST return filing.

Moving a client from desktop software? Our JustBill vs Tally page covers how the two compare.