Built for professional businesses

Run your entire practice
on one road, not ten tools.

BharatDrive is the operating platform behind CRM, tasks, documents, approvals and client delivery — configured to how a Tax Consultant, CA, or your industry actually works. One login. One workflow. Every client.

See how payment-gated delivery works

2Industries live today

100%Configurable workflows

<10 minTo go live from signup

Pick your industry at signup

One platform, tuned to how you work

The first time you log in, BharatDrive asks what business you run — then reshapes tasks, documents and client workflows to match. No generic dashboards.

Live

Tax Consultants

Return cycles, document collection and fee-linked filing releases.

See modules →

Live

Chartered Accountants

Audit trails, ROC workflows, client portals and outstanding tracking.

See modules →

Coming soon

Transport

Consignments, trip assignment, POD and outstanding follow-up.

Coming soon

Schools

Admissions, fee reminders, report cards and parent communication.

Click Tax Consultants or Chartered Accountants above to see their dedicated modules.

Two modules, priced separately

Financial Statement & ITR software, and Task Management — buy one, or both

Built specifically for Chartered Accountants and Tax Consultants in India. Take only what your practice needs today, and add the other module whenever you're ready — no re-onboarding, no data migration.

Flagship module

Financial Statement & ITR Software

Ledger to balance sheet to filed return — in one workbench, without re-keying a single figure.

BharatDrive's Financial Statement module is purpose-built financial statement preparation software for CAs and Tax Consultants: take a client's ledger, generate compliant financial statements and notes, and carry the same figures straight through to a ready-to-file ITR JSON — all inside one connected workflow.

Client & ITR selection — set up the return type and assessment year once, correctly.
Ledger accounts & trial balance — import or key in ledgers, mapped straight to schedules.
Financial statements & notes to accounts — Balance Sheet, P&L and notes, generated automatically.
Cash flow statement & ratio analysis — current ratio, ROE, ROCE and 12+ more, computed for you.
Directors, auditor & presumptive income — statutory disclosures and 44AD/44ADA workings built in.
TDS/TCS reconciliation & ITR JSON generation — export a return-ready JSON, filing-portal compliant.

See pricing

Practice module

Task Management for CA & Tax Practices

Every assignment, every client, every deadline — assigned, tracked and billed from one board.

The Task Management module is CA task management software built around how Indian practices actually staff work: a task board across your whole team, a service catalog for what you offer, workload visibility per employee, and time entries that flow straight into payment requisitions.

Task board & workload view — see who's overloaded before a deadline slips.
Client directory — PAN, GSTIN, KYC documents and portal credentials, per client.
Service catalog — standardise what you offer and how it's priced.
Time & earnings tracking — every billable hour linked to a task and a client.
Payment requisitions — staff raise, partners approve, nothing gets missed.
Attendance, leave & payroll approvals — automatic hours, no manual entry.

See pricing

Buy both, and they talk to each other. A task like "Prepare Financial Statements" can pull its figures straight from the Financial Statement module — no extra setup, no double entry.

Getting started

Live in four steps, not four weeks

Sign up

Create your business account with just your name, email and firm details.

Pick your industry

Tell us if you're a Tax Consultant, CA, or another practice — we load the right workflow.

Invite your team & clients

Add staff, import clients, and set up your document and payment rules.

Drive work, drive growth

Assign tasks, collect documents, get paid, and deliver — all from one screen.

What's inside

Everything your practice runs on

Every module works standalone, but they're built to talk to each other — a task can carry a document, a document can carry a payment, a payment can close a client record.

Task management

Assign, prioritise and track every deliverable across your team, with due-date reminders that never let a filing slip.

Document management

Collect, version and store client documents securely, organised by client, task or engagement.

Payment-gated delivery

Mark any document "payment due" — clients can view it's ready, but download unlocks only once you're paid.

Client CRM

Every client's history — documents, tasks, dues and communication — in a single 360° record.

Approvals & workflow

Build multi-step review chains — draft, partner review, client sign-off — without writing a line of code.

Reports & insights

See outstanding fees, team workload and turnaround time at a glance — across every client you serve.

The BharatDrive difference

Get paid before the paperwork leaves the building.

Stop chasing fees after the work is done. Tag any document "payment due" — your client sees it's ready and waiting, but the download stays locked until the invoice is settled.

Client sees the document exists — builds urgency, not confusion
Auto-unlocks the instant payment is confirmed
Works for tax reports, deeds, prescriptions — any deliverable

📄ITR Computation — FY 25-26

🔒 Locked

📄GST Reconciliation Sheet

✓ Unlocked

📄Audit Report — Draft v3

🔒 Locked

"We stopped sending three WhatsApp reminders per client for payment. Now the report just stays locked until they pay — and they pay faster."

Rakesh KumarTax Consultant, Kolkata

Single dashboard

Tasks, documents, clients and payments — no switching tabs between five tools.

Built for Bharat

Designed around how Indian professional practices actually run — not adapted from a Western template.

Grows with you

Start with your industry pack today; new modules unlock as your practice expands.

Simple, module-based pricing

Pay for the module you need

Financial Statement & ITR and Task Management are priced separately — start with one, add the other whenever you're ready. Every plan includes payment-gated document delivery.

Financial Statement & ITR

Ledger to filed return

₹1,499/month

✓ Financial statements & notes to accounts
✓ Cash flow & ratio analysis
✓ ITR JSON generation
✓ Unlimited clients

Both modules

Financial Statement + Task Management

₹2,498/month

✓ Everything in both modules
✓ Tasks linked directly to financial data
✓ Client portal & CRM
✓ Unlimited employees, never billed per seat

Task Management

Practice & team workflow

₹999/month

✓ Task board & workload view
✓ Client directory & documents
✓ Time, earnings & requisitions
✓ Unlimited employees, never billed per seat

Unlike most practice software, we don't charge per user — add your whole team and every client's employees at no extra cost.

Ready to drive work, drive growth?

Set up your BharatDrive account in under 10 minutes — no credit card required.

Talk to sales

Run your entire practiceon one road, not ten tools.