Upload a Tally TB or import from Zoho. Export a ready Schedule III or ICAI-format financial statement, plus every ROC form, attachment, and annexure — AOC-4, MGT-7, board reports, CARO, the lot.
All inside the workspace where your CA firm also runs client management, Kanban engagements, registers, and compliance.
In closed beta with 40+ Indian CA firms · Works with Tally, Zoho, Winman, ClearTax, Excel
The FS you just built auto-populates every ROC form and annexure. No re-keying. No separate template library.
AOC-4 + AOC-4 CFS
Financial statements filing, auto-populated
MGT-7 / MGT-7A
Annual return, auto-drafted from CRM + registers
ADT-1, DIR-12, DPT-3, MSME-1
Auditor, director, deposit, MSME filings
Board report + CARO + Directors’ report
Generated from engagement data
AOC-1, AOC-2, MGT-8, MGT-9
Subsidiaries, RPTs, secretarial, extracts
Form 3CA / 3CB / 3CD
Tax audit forms and annexures
Every attachment and annexure the MCA asks for — built once, from one source of truth.
From client onboarding to staff payroll — Zage PMS covers the full lifecycle of a modern CA practice.
Client Management
Complete entity profiles, engagement history, DSC expiry, KYC docs in one place
Services & Checklists
Service templates with step-by-step checklists, document requirements and sign-off workflows
Advanced Time Tracking
Per-task, per-user, per-engagement time logs with billing rate mapping and utilisation reports
Productivity Matrices
Real-time WIP vs billing, staff utilisation, turnaround times and partner-level dashboards
AI Document Follow-ups
AI drafts contextual follow-up messages and auto-escalates until every document is received
WhatsApp & Email
Send reminders, share FS drafts and collect approvals via WhatsApp and Email — without leaving Zage
Projects & Compliances
Kanban boards for every engagement type — ITR, audit, ROC, GST — with deadline tracking and alerts
Staff HRMS
Leave management, attendance, roles, reporting structure and performance reviews for your entire team
Team Chat & More
Built-in team messaging, task comments, notifications and a partner digest every Monday morning
Auto-map 500 ledgers in 30 seconds
Confidence-scored, human reviews exceptions
Follow-ups that write themselves
Contextual drafts in your firm’s voice
Escalations partners can’t miss
Required acknowledgment on login
Stale work, surfaced
One dashboard, one-click action
Pricing
Starts at ₹4,999 per year · 14-day free trial · No credit card required
No per-engagement fees. No export limits. No extra charge per ROC form.
Book a demo
See what your practice looks like when Zage runs it.
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