Run your accounting practice on one platform.
Stop juggling spreadsheets, WhatsApp groups, and email folders. Xenora gives your firm one place to send document requests, track every client engagement, automate reminders, and keep audit-ready records — built around how Indian accounting firms actually work.
What You Can Do
Built around how accounting practice teams actually work — collect, validate, track, close.
- WhatsApp & Email document collection — no portal logins for clients
- Reusable workflows for ITR, GST, audit, incorporation, and ad-hoc requests
- Per-client workspace with status visibility for the whole team
- AI validation gates so your juniors only review what passes
- Tiered reminders fire automatically — your team stops chasing
- Audit-ready records and activity trail per engagement
Pre-built Flows
Core CA practice flows — all live today.
- ITR Filing (Salaried / Business)
- GST Registration & Annual Return (GSTR-9)
- TDS Return Filing (24Q / 26Q / 27Q)
- Statutory Audit
- Pvt Ltd Incorporation / LLP Formation
- AOC-4 / MGT-7 Annual Filings
- DIR-3 KYC
- Share Allotment / Transfer
- Ad hoc / Custom Flow
- Share Documents with Client
Common Documents
Pre-built checklists cover the documents you collect every day. Customise any of them in minutes.
- Client KYC, PAN, Aadhaar, GSTIN
- Engagement letters, scope documents
- Filing-season checklists (ITR, GST, TDS, ROC)
- Statutory audit working papers
- Periodic compliance certificates
- Custom documents per engagement
How It Works
Four steps — from request to a clean, audit-ready record per client.
Pick or build a checklist
Start from a pre-built template or build a custom checklist for any client requirement.
Send on WhatsApp & Email
Add the client, set a deadline, hit send. No login required for the client.
AI validates every upload
Document type, legibility, completeness, and key fields — flagged before your team opens it.
Review, approve, archive
Your team reviews exceptions, approves, and archives — with a full audit trail per client.
Frequently Asked
Quick answers for accounting practice teams.
How does this compare to Karbon or Jetpack Workflow?
Karbon and Jetpack are project-management-first. Xenora is collection-first — the document chase is solved before the workflow stage. Many firms use Xenora as the client-facing layer and an internal tool for project orchestration.
Can multiple team members work on the same client?
Yes. Assign cases to specific team members, escalate when stuck, and approve from any device. Activity is visible to the partner without anyone forwarding emails.
Does it integrate with my existing tools?
Xenora is built to live next to your accounting and tax-filing tools, not replace them. Export verified document sets when you need to file or upload to a registrar.
One platform for the whole practice.
Document collection, reminders, and team visibility — built in.