Everything a CA office actually does

Wave 01 delivers personal ITR working papers end to end. GST and more modules follow on the same platform.

Document intake

  • Per-client email & WhatsApp intake address
  • Auto-classification of broker P&L, AIS, TIS, 26AS
  • OCR for scanned documents
  • Missing-document checklist

AI extraction

  • Trades, interest, dividends & property extracted
  • Confidence scores on every field
  • Low-confidence items flagged for review
  • AIS/TIS reconciliation

Deterministic tax engine

  • House property, capital gains (111A/112A + grandfathering)
  • F&O as business + turnover / 44AB
  • Set-off, carry-forward, tax & 234 interest
  • Versioned per Assessment Year

Working papers & review

  • Fills your Financial Statement & Computation templates
  • Per-scrip capital-gains schedule
  • ITR-JSON generation
  • Line-by-line review with source drill-down

Firm workflow

  • Client 360 shared across modules
  • Work allocation & delegation of authority
  • Maker-checker approval & versioning
  • Immutable audit trail

Trust & control

  • Data stored in India (DPDP-aligned)
  • Encryption in transit & at rest
  • Human approval before filing
  • Per-firm branding & theming