For CA firms

# Every client closed by the 5th. Without hiring more staff.

Closio does the data entry, bank matching and GST and TDS workings for every client, so your team reviews finished books instead of building them. You stay your clients' CA; Closio works for your firm.

[Book a demo](/contact)[What it costs →](#cost)

All clients · SeptemberExample

-   **Prism Labs**Closed_3 Sep_
-   **Nirmal Group**Closed_4 Sep_
-   **Kosi Cable Works**2 items to review_—_
-   **Aster Relay**Closed_4 Sep_
-   **Vasant Facility Care**Closing_—_

3 closed · 1 closing · 1 needs you

The problem

## Why CA firms can't take on more clients

Because most of the month goes into work that isn't advice: chasing files, entering bills, matching bank lines and preparing GST and TDS workings, all squeezed in before the 11th and the 20th. More clients means more staff, and good staff are hard to hire and keep.

Your team's month today

-   **1–10**Chasing files, data entry
-   **11**GSTR-1 rush
-   **12–19**Bank matching, catch-up
-   **20**GSTR-3B rush
-   **21–31**Review, if there's time

Your team's month with Closio

-   **1–5**Closio closes every client
-   **6–10**Review and advise
-   **11**File GSTR-1
-   **12–19**Advise, take on clients
-   **20**File GSTR-3B
-   **21–31**Advisory work

How it works for your firm

## Closio works for your firm, not around it

Closio prepares every client's books, statements and GST and TDS workings. Your firm keeps the client relationship, the review and the sign-off.

01

### You stay the CA

Your clients deal with you, not Closio. You review, file and sign off, and decide what each client sees.

02

### Every client kept separate

Each client has its own books, rules and memory. Your team sees all of them in one login.

03

### We move your clients over

We onboard your existing clients from Tally, Zoho Books or Google Sheets. Nobody re-keys anything.

What it costs

## ₹999 per client a month

You pay per client, billed to your firm, and charge your clients what you choose. For larger firms, the per-client price drops as you add clients.

Clients **20**

₹19,980a month, plus GST

At ₹999 per client. Firm pricing lowers this as you grow; we quote it on a call.

## Questions CA firms ask

### How can a CA firm automate bookkeeping?

By handing the repeatable work to software: importing bank statements and bills, matching bank lines to invoices, and preparing GST and TDS workings. Closio does this for every client, and your team reviews and signs off.

### How is ₹999 per client billed?

Per client per month, billed to your firm. What you charge your clients is up to you, so the difference stays with your practice.

### Do my clients deal with Closio?

No. Closio works for your firm. Your clients keep dealing with you, and you decide what they see and when.

### Can you move our existing clients over?

Yes. We onboard your current clients from Tally, Zoho Books or Google Sheets, so your team doesn't re-key anything.

### Is client data kept separate?

Yes. Each client has its own books, rules and memory, and nothing crosses between clients. Your team sees every client in one login, and only the people you add.

### Who signs off and files?

You do. Closio prepares the books, statements and GST and TDS workings; review, filing and sign-off stay with you as the CA.

## See one of your clients closed in the demo.

Bring a client's bank statement and bills. We'll close the month with you in 30 minutes.

[Book a demo](/contact)

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Source: https://closio.cc/ca-firms
