Features

One system for the whole practice

From the first walk-in to the verified, paid-for case, every part of the firm runs in one place.

Compliance & cases

A verified-only case lifecycle

Turn recurring statutory work into controlled cases that move through a strict, auditable lifecycle. Nothing skips a step, and nothing closes unchecked.

  • Auto-generated recurring cases for every client and compliance type
  • Controlled flow from New to Verified to Closed
  • Invalid status jumps are blocked
  • Full audit trail on every change
auditglide.com/app/compliance
AuditGlide compliance case screen showing the verified-only status workflow for a CA or tax practitioner
Verified-only status gate

Never miss a GST notice

GST notice management on autopilot

AuditGlide watches the GST portal for your clients and pulls new notices into the app, so a missed notice never becomes a missed deadline.

  • Scheduled auto-pull per client
  • Real-time on-demand fetch with OTP handling
  • Turn a notice into a case in one click
  • Pay only for what you check
auditglide.com/app/gst-notices
GST notice management software screen showing pulled notices and the metered check wallet
Metered notice wallet

Invoicing & payments

GST e-invoicing with UPI collection

Raise GST-compliant e-invoices and collect by UPI without leaving the app. Payments reconcile straight back to the case they belong to.

  • GST-compliant e-invoices with IRN and QR
  • UPI deep-link collection
  • Auto-reconcile to the case
  • Clear payment ledger
auditglide.com/app/invoicing
E-invoicing software for CAs and tax practitioners showing a GST invoice with UPI payment collection
In-app UPI collection

Front office & relationships

The front desk other tools forget

Run the desk, not just the back office. Log every walk-in, capture consultation fees separately from billing, and work leads from first contact to conversion.

  • Visitor log for every walk-in
  • Consultation fees kept separate from billing
  • Leads pipeline from first contact to conversion
  • One record of every relationship
auditglide.com/app/front-office
Front office screen showing the visitor log and consultation fees for a CA or tax practitioner
Walk-in fees, captured

Workforce & performance

See how your team is really doing

Measure throughput across the firm and down to each person, and run the people operations that keep a practice moving.

  • Team and member metrics: assigned, closed, overdue, on-time
  • Attendance, including work-from-home and client-site
  • Leave management
  • Timesheets
auditglide.com/app/workforce
Team performance dashboard for a CA or tax practitioner showing assigned, closed and overdue cases

AI assistant

Ask your practice a question

Ask in plain English and get answers over your own data, or jump straight to the right filtered screen. Metered per plan, so cost stays predictable.

  • Plain-English answers over your data
  • Jump to the right filtered screen
  • Metered per plan
auditglide.com/app/ai
AI assistant panel answering a plain-English question about a practice's data
Ask in plain English

Ready to run your firm from one place?

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