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CA Onboarding and SOP Guide

TruBooks CA onboarding
in 10 minutes
with a clear SOP

The complete step-by-step implementation guide for Chartered Accountants to go live fast and run a professional client document workflow.

Sign Up for CAsGet Started Today
Operational SOP for CA firms
Go live in 10 minutes
Support at every onboarding step
Current reality

“What you face daily as a CA:”
document chaos

Valuable hours are spent on fragmented manual workflows instead of advisory. Efficiency drops, transparency suffers, and clients feel the friction.

No centralized repositoryFragmented sharingZero client visibility post-filing
Fragmented sharing
Sensitive files are repeatedly shared via WhatsApp, Gmail, and Drive with no centralized repository.
30% logistics drain
Around 30% of CA advisory time is lost to chasing and re-sharing for audits, loans, and compliance.
No single source
Version clarity is missing, leading to repeated requests for filed ITR, GST, and financial reports.
Client dependency
Clients cannot self-access post-filing documents, causing ongoing support follow-ups.
Platform overview

TruBooks Platform.
A unified ecosystem.

One documented workflow for your CA team and your clients, anchored by a single source of truth.

For Chartered Accountants
Central Workspace
ITR, GST, and audit reports in one hub
Structured Requests
Deadlines with auto-reminders and tracking
Audit Trail
Each request and upload is clearly documented
Professional Workflow
Replace WhatsApp and email document chaos
For Businesses and Clients
24/7 Client Access
Self-serve return downloads anytime
Loan Ready
Instant records for loans and auditor needs
Filing History
Organized by financial year and document type
Compliance Ready
Designed for strict GST/TDS requirements
Why now: enterprise security, cloud adoption, and strict GST/TDS compliance
Value proposition

What you gain
from day one to year one

From immediate efficiency to long-term strategic advantage.

Estimated efficiency5-8 hours saved / week
Day 1
End the chaos

Stop the WhatsApp and email scatter. Centralize document exchange instantly.

60-70% fewer support requests and follow-ups
3 months
Elevate experience

Clients perceive higher value through a professional portal, not messy drive links.

  • High client retention
  • Professional branding
6–12 months
Grow advisory

Client financial dashboards open new revenue streams and shift focus to strategy.

1 year+
Long-term edge

Position the firm ahead of competitors. Document digitization is the gateway to AI-powered finance tools.

Step 1: Account setup

Create your CA firm account
go live in 10 minutes

Get your digital practice up and running in four simple steps. No credit card required for setup.

Setup timeline
1
Visit Platform and Sign Up
Go to [Platform URL] and click "Sign Up for CAs".
2
Enter Your Firm Details
Input your email, firm name, and create a secure password.
3
Verify Email
Click the verification link sent to your inbox to activate A/c.
4
Prerequisites
Firm legal name, email address, mobile number (for OTP).
Result: Your Dashboard
Go-live in 10 minutes
Create Your Account
Get started in less than 2 minutes
Mobile Number
Enter your 10-digit mobile number
One-time password verification required
Send OTP
Outcome
Dashboard activated and ready for Step 2.
Step 2 of 5

Customize your firm profile
in 5 minutes

Configure branding, team structure, and permissions to standardize your client experience.

Brand Identity
Upload your firm logo and set official address/phone. This branding appears on every client portal, reinforcing your professional image.
Team Management
Add partners and associates to the workspace. Assign clear roles: Partner (Admin), Senior (Reviewer), or Junior (Uploader).
Permissions & Access
Control who can upload, delete, or request documents. Ensure client data security by limiting access based on roles.
Firm Preferences
WHY THIS MATTERS
Build Client Trust
“Your firm's branding is the first thing clients see. A professional portal experience elevates your practice immediately.”
Logo Visibility on Login
Standardized Team Roles
Unified Client Experience
Step 3 of 5

Onboard Your First Client

Get your client active and their documents organized in three simple stages.

A. Add Client
ACTION
Click "Add New Client" & Enter Details
Basics: Name, Type (Individual/Company), PAN
Contact: Email & Phone (Crucial for login)
Business: Select type (Trading, Service, etc.)
OUTCOME
Platform auto-generates login link via Email/SMS instantly.
B. Portal Setup
CLIENT ACTION
Client activates their secure account
Client clicks the unique link received via SMS/Email
Sets their own private password
Sees "Your documents will appear here" placeholder
Zero Friction.
No APP download needed.
C. Upload & Publish
CA ACTION
Populate the client workspace
WHAT TO UPLOAD FIRST:
ITR
GST
FINANCIALS
TAGGING PREVIEW
ITR
FY 2023-24
FINAL RESULT
Client logs in, sees everything organized, downloads instantly.
Step 4 of 5

Upload & Organize Documents

Create an audit-ready digital archive. Find any client document in seconds, not minutes.

Go-Live in 10 Minutes

Upload CA Deliverable

Upload documents you've prepared for your clients

Select Client
Green Energy Solutions▾
Document Type
GSTR-1 Return
GSTR-3B Return
TDS Return
Income Tax Return
Audit Report
Financial Statements
Click to upload or drag and drop (PDF, DOC, XLS max 10MB)
CancelUpload
Financial Calendar
Important compliance dates for FY 2025-26
Set Reminders
GST Filings12
TDS/TCS10
Income Tax7
ROC/MCA9
Compliance Type ▾
Month ▾
Search compliance…
April 2025
7 compliance deadlines
7 APR
TDS Payment - March 2025
TDS payment for March 2025 deductions
TDS/TCShigh
Step 5 of 5

Request Documents in One Click

Replace back-and-forth emails and WhatsApp chaos with a structured, automated request system.

Go-Live in 10 Minutes

Request Documents from Client

Select the documents you need from your client. They will be notified via email and SMS.

Select Client
Tech Innovations Pvt Ltd▾
Document Frequency
Monthly Documents▾
Select Documents to Request
Bank StatementsBank & Financial Records
Credit Card StatementsBank & Financial Records
Purchase InvoicesInvoices & Bills
Sales InvoicesInvoices & Bills
Expense BillsInvoices & Bills
Request Documents from Client

Select the documents you need from your client. They will be notified via email and SMS.

Select Client
Tech Innovations Pvt Ltd▾
Document Frequency
Adhoc Documents▾
Select Documents to Request
PAN CardIdentity Documents
Aadhaar CardIdentity Documents
GST CertificateRegistration Documents
Loan DocumentsFinancial Documents
1 documents selected
CancelSend Request
Step 6: Communication

Client communication
ready-to-use templates

Professionalize outreach with pre-built templates that drive client action and reduce repetitive emails.

Use Intro TemplateView All Templates
Subject: New - All your documents in one secure place
Intro to portal template
One-click, consistent communication
Immediate Onboarding

Get Started Today

Go-Live in 10 minutes. Start Transforming Your Practice.

NEED HELP?
Simple, transparent pricing that scales with you
MonthlyMost Flexible
₹99/monthPer client, billed monthly
AnnualBest Value
₹999/monthPer client, billed annually
Get Started with First Client Completely Free
30 Days Risk-Free Pilot

If TruBooks doesn't reduce your document headaches within the first month, we will refund your subscription in full. No questions asked.

Guaranteed Results
Support Efficiency
Resolution Time
Ticket Turnaround

“Self-service reduces support load”

READY TO TRANSFORM YOUR PRACTICE?
Traction & Targets

Key Success Metrics

Targets for user adoption, business health, and product engagement

North Star Goal (12 Mo)1000 Active CAs
User Adoption
CA Acquisition
Growth
10 – 1000

Target ramp from Month 3 to Month 12.

Network Effect
10 +

Average Clients per CA.

Monthly Active Users60%
Business Health
Revenue Target
6 Months
₹5,00,000

Monthly Recurring Revenue (MRR).

Net Retention110%
Stickiness
< 5%
Churn

High switching costs ensure low monthly churn.

Retention95%
Product Metrics
Platform Activity
2-3x

Uploads/Month per CA Account

40%

Client MAU Portal Engagement

Support Efficiency
Resolution TimeTicket Turnaround

“Self-service reduces support load”

Milestone Check100 CAs (Mo 6)INR 5 Lacs MRR (Mo 6)Product Market Fit (Mo 12)
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