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Balaaji, screen by screen.

See how a CA or tax firm works in Balaaji: add clients, read their books, track filing work and run the team. Click any screen to see it full size.

Dashboard

Your whole firm at a glance: clients, transactions today, open tasks and who is working.

Sign inThe Balaaji sign-in page at app.balaaji.ca.
Transactions todayKey figures, transactions by client split by voucher type, and the live feed.
Task progressHow much of the work is done by client, and the tasks in progress on a timeline.
People and placesWho is working or idle, and a map of where your clients do business.

Add client businesses, see who is connected, and manage licences.

Add a new clientProvision a client by hand: name, user, address and app. Each client gets its own licence key.
Add clients from a spreadsheetProvision up to 25 clients at once from the XLS template.
Linked clientsEvery client with its app, address, currency, status and groups, with filters and search.
Client detailsIDs, owner, dates, location, licence period and tags for one client.
Licence keyShow, share or regenerate the licence key the client uses to connect.
Licence optionsShow, share or regenerate a client's licence key from its card.
Edit a clientChange the client, setup and location details.
Remove a clientBalaaji explains what will happen, then asks you to type the client name.
Add clients to a groupTick clients and add them to a group in one step.

Sort clients into groups and work on a whole group at once.

GroupsYour client groups with their pictures and client counts.
Make or edit a groupName, description and picture.
Add clients to a groupPick the clients to add to a group, with their address and phone.

Read one client's ledgers, stock, transactions, tax returns and balance sheet.

Pick a clientSearch and pick the client whose books you want to read.
Client ledgersThe client's ledger accounts with balances, read only.
Client stock itemsThe client's stock items as they are in its books.
Transactions by monthOne bar per day, split by voucher type; the list below shows the same month.
Transactions by weekSwitch to Week to see Monday to Sunday.
Transactions by dayClick a day to see its transactions by voucher type.
GSTR-1B2B, B2C, notes, exports, HSN summary and documents issued, from the client's books.
HSN summaryThe HSN summary of the GSTR-1, with quantity, value and tax by HSN code.
GSTR-3BOutward supplies, eligible ITC and tax payable for the period.
Balance sheetLiabilities and assets as on any date, group by group.

Keys that link Tally and the Balaaji apps to your firm.

Connect TallyDownload TallyPlug Desktop and connect your own Tally with the key.
Admin keysThe keys the Balaaji apps use to sign in, with status and last use.
Add a keyPick a group and name the key.

Filing tasks across clients: the wizard, the manager, my tasks and the live board.

Task ManagerActive, overdue, completed, cancelled and draft tasks, with progress and due dates.
Overdue tasksThe Overdue tab lists active tasks past their end date, with how many days late.
Task itemsOpen a task to see each client item and its operator.
New task: typeCollect client information, or submit a filing.
New task: detailsName, dates and the responsible operator.
New task: clientsAdd clients one by one or a whole group, and pick the operator for each.
New task: readyPut the task in motion or leave it as a draft.
Task BoardA live board for the office screen: due today, overdue, by client and by operator.

Your firm's own books: services, ledgers, vouchers and invoices to clients.

Deeper reports for the client you picked.

InsightsToday, sales, customers, suppliers, stock, cash, tax and finance for the picked client.
Business reportsReady-made reports such as the transaction map, month by month.
AnswersQuick answers about the client, such as top customers and who has gone quiet.