Manage twenty clients
without context-switching
twenty times.
One dashboard across your portfolio. Bulk MCA filings. Statutory registers generated live. Audit packs assembled in minutes. Built by people who have done the AOC-4 sprint at 2am.
Six things that eat your practice.
Client onboarding takes a day, not an hour
PAN, CIN, DIN of directors, share capital structure, last AOC-4 — every new engagement starts with a 40-field intake. Kapitalyze pulls the MCA master data on CIN entry, prefills the engagement letter, and gets you to billable hour one inside sixty minutes.
Show me howTwenty clients, twenty MCA logins
V3 portal credentials saved in browser, lost when the laptop refreshes, shared over WhatsApp. Kapitalyze stores DSC handles per client with role-based access — your articles see only the clients they're assigned to, you see everything.
Audit prep is a three-week scramble
Last year's TB, ledger dumps, related-party register, MGT-7, AOC-4, board minutes for the year — assembled from email threads and three Dropbox folders. Kapitalyze has a single Audit Pack export: every statutory document, indexed, dated, hash-verified.
Multi-entity dashboards do not exist
Each Tally instance is its own world. Each client portal has its own login. Kapitalyze gives you a portfolio view: thirty clients, their upcoming deadlines this month, who is overdue, what filings are blocked on signature.
Statutory registers in Word, still
Register of Members (MGT-1), Register of Directors (MBP-1 to 5), Register of Charges (CHG-7) — most CAs maintain them in Word templates that get out of sync with the cap table. Kapitalyze generates all statutory registers live from the underlying data, every minute current.
ROC penalties hit your reputation
A missed AOC-4 by 30 days is ₹100/day per day of default and lands on the director's record. Kapitalyze's deadline engine knows your client roster, calendars every form, and escalates a yellow flag at T-15 days and a red flag at T-3.
Five rituals,
every client, every quarter.
Multi-client switcher
Land on a single dashboard showing every client you serve. Filter by entity type, status, deadline window. Click into any client and the entire workspace switches context — cap table, board, compliance, registers. No re-login. The audit log records every cross-client jump so partner review is one query away.
Bulk filing engine
Annual return season hits and you have eighteen MGT-7s due in a fortnight. Kapitalyze drafts all eighteen from the underlying cap tables and board records, surfaces only the fields that need human judgement, and queues them to the V3 portal for DSC submission. What used to be two weeks becomes two afternoons.
Statutory register generation
Every statutory register the Companies Act requires — Members, Directors, KMPs, Charges, Contracts (MBP-4), Loans (CHG-1), Deposits — generated live, watermarked with the date and signature line, exportable as a PDF that satisfies any ROC inspection. Maintained by event, not by manual update.
Audit trail export
For statutory audit, internal audit, or a Section 143 enquiry — the Audit Pack assembles all directly relevant documents in one ZIP: ledgers, registers, board minutes, filings, share certificates, ESOP records. Every document carries a SHA-256 hash and a tamper-evident timestamp. Hand it to the auditor on a USB and you're done.
Partner-program engagement
Apply once. Once verified, you can refer clients, manage them inside Kapitalyze under your CA brand, and earn revenue share on every subscription. Your client sees Kapitalyze; your firm gets a partner dashboard with MRR, churn, and renewal forecasts per client.
Five surfaces. One firm dashboard.
Annual return season should not consume October. With financials pre-mapped to MGT-7 and AOC-4 line items, the filing becomes a review pass — not a re-keying marathon.
Straight answers.
Can I onboard a client in under an hour?+
Yes. Enter the CIN; we pull the MCA master data — directors, share capital, registered office. Upload the latest AOC-4 and board minutes and the platform reconstructs the cap table and statutory registers. Most engagements get to billable hour one inside 45 minutes.
Do I get a partner discount?+
CA partners get up to 30% revenue share on referred subscriptions and a discounted firm tier on the workspace itself. Apply at /partners/apply — verification is typically inside a week.
Will my articles see my client data?+
Only the clients they're assigned to. RBAC at the client level — partner sees all, manager sees assigned engagements, article sees the specific assignment. Every access is logged and auditable per ICAI peer-review standards.
How do you handle the V3 portal?+
Kapitalyze drafts the form (AOC-4, MGT-7, PAS-3, etc.) from the underlying data and the client's DSC operator submits at the V3 portal. We do not store DSC private keys; submission is a click-through with your DSC dongle attached, exactly the way the MCA expects.
What if a client wants to leave?+
They export everything — cap table CSV, signed PDFs of every certificate, statutory registers as standalone files. No vendor lock-in. We think transparent exits make for better long-term partnerships.
How does pricing scale with clients?+
Per-firm tiers with included client slots. Most mid-sized CA firms (15-30 clients) land on the Practice tier. Larger firms get bespoke pricing with dedicated onboarding support. Talk to us.
Twenty clients,
one dashboard, one signature flow.
Onboard your first client free. Apply to the partner program and earn revenue share on every subscription you bring.