CaSync is the complete AI platform for CA firms — document collection, OCR extraction, GST/ITR filing prep, and client portal. Everything Clear Tax, Winman, and TaxOne do, but smarter, simpler, and built for modern Indian CA firms.
CaSync eliminates all 8 permanently — replacing hours of manual work with AI automation.
Clients send sensitive ITR and GST data over personal WhatsApp — completely unencrypted and unorganised.
Your team spends 3+ hours daily following up with clients for the same documents every compliance cycle.
Typing invoice amounts and bank figures manually causes errors that delay filing and create compliance risk.
Managing 50+ clients in disconnected spreadsheets means missed deadlines, version confusion, and lost data.
No automated reminders means late GST filings, TDS defaults, and penalty notices that damage client relationships.
Clients call 10 times a month asking "Is my return filed?" because they have no way to track status themselves.
Matching GSTR-2A with purchase registers manually takes hours and is error-prone — Clear Tax charges Rs. 5,000/month for this alone.
Re-entering data from your system into GST portal or Tally wastes hours and creates duplication errors every month.
CaSync solves all 8 of these with AI — completely automatically.
Fully automated. No coding. No technical knowledge needed.
Create your CaSync account. We set up your branded portal in 24 hours.
Add clients with one click. They receive a welcome email with portal access instantly.
Clients log into their portal and upload GST, ITR, TDS, or Audit documents. Guided checklist per service type.
CaSync AI reads every document — invoices, bank statements, Form 16 — and creates accurate Excel sheets in seconds.
Purpose-built for Indian CA firms. GST, ITR, TDS, Audit — all automated.
Our AI reads bank statements, invoices, Form 16, and GST documents — even blurry phone photos — and extracts every figure correctly.
Every extracted document becomes a perfectly formatted Excel sheet with all fields labelled — ready for your CA review in one click.
Automatically matches GSTR-2A with purchase registers. Flags discrepancies instantly. Saves 4+ hours per client per month.
One click generates GST return formats (GSTR-1, 3B), ITR XML, and TDS FVU files ready to upload to government portals directly.
| Date | Description | Amount | Type |
| 01/04/24 | NEFT Transfer | ₹45,000 | CR |
| 03/04/24 | GST Payment | ₹12,350 | DR |
| 07/04/24 | Invoice Payment | ₹85,000 | CR |
OTP-secured login. Clients upload documents, track filing status, and message your team — without calling you 10 times a day.
Automated WhatsApp and email reminders 7 and 2 days before every GST, ITR, TDS, and audit deadline. Zero missed filings.
One-click GSTR-1, GSTR-3B, TDS FVU, ITR XML generation. Upload directly to GST portal and Income Tax portal. Like ClearTax but free.
Revenue per client, filing completion rates, team productivity, and overdue tracking — all in one live dashboard.
AI matches GSTR-2A vs purchase register automatically. Highlights mismatches. Builds reconciliation Excel in seconds.
Assign clients to team members. Partner, senior CA, and junior staff all see only what they need. Complete audit trail.
Watch how a CA firm processes 50 clients' April GST documents in 20 minutes using CaSync AI.
We analysed Clear Tax, Winman, TaxOne, Taxmann, and itforsme.in. Here is how CaSync compares.
| Feature | ⚡ CaSync | ClearTax | Winman | TaxOne |
|---|---|---|---|---|
| AI Document Extraction (OCR) | ✅ 95%+ accuracy | ✅ Basic | ❌ | ✅ Basic |
| Client Self-Service Portal | ✅ Premium portal | ❌ | ❌ | ✅ Limited |
| GST Reconciliation (GSTR-2A) | ✅ Automated AI | ✅ ₹5,000/mo | ✅ Manual | ✅ Semi-auto |
| ITR Preparation | ✅ AI-assisted | ✅ Paid add-on | ✅ Yes | ✅ Yes |
| TDS Reconciliation | ✅ Included | ✅ Paid | ✅ Yes | ❌ |
| Automatic Document Collection | ✅ AI Guided | ❌ | ❌ | |
| Govt Portal JSON/XML Export | ✅ One click | ✅ Yes | ✅ Yes | ❌ |
| Bank Statement Auto-Processing | ✅ AI reads all banks | ❌ | ❌ | ✅ Limited |
| Starting Price | ₹2,999/month | ₹9,999/month | ₹15,000/year | ₹4,999/month |
| Setup Time | 1 day | 2-3 weeks | 1-2 months | 1 week |
| Technical Knowledge Required | None | Moderate | High | Low |
Start free for 30 days. No credit card. No setup fee. Cancel anytime.
"CaSync replaced both our ClearTax subscription and our document collection WhatsApp group. We onboarded 45 clients in 2 days. The AI extraction is genuinely impressive — it read a blurry bank statement photo and got every figure right."
"We were using Winman for TDS and a separate tool for GST. CaSync does both plus client portal plus AI extraction. My team saves 60 hours per month. At ₹2,999 it is not even a comparison."
"The GSTR-3B generation is exactly what we needed. Client uploads their invoices and bank statement — CaSync creates the return ready to upload to GST portal. What used to take 2 hours now takes 5 minutes."
Join CA firms across India who have replaced manual filing prep with CaSync AI. Free 30-day trial. No credit card.
Mehta Enterprises · GST Monthly · Your CA firm: Sharma & Associates
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| Client | Service | Documents | Status | AI Extract | Action |
|---|
| Client | Document Type | Extracted At | Confidence | Records | Action |
|---|---|---|---|---|---|
| Ramesh Mehta | Bank Statement (GST) | Today 10:23 AM | 98.7% | 23 transactions | |
| Patel Trading | Sales Invoices (GST) | Today 09:45 AM | 96.2% | 14 invoices | |
| Sharma Textiles | Form 16 (ITR) | Yesterday 4:12 PM | 99.1% | 8 fields | |
| Green Foods LLP | TDS Challan | Yesterday 2:30 PM | 91.4% | 3 challans |