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Less Busywork, More Client Success

Automating the creation of tasks within the system minimizes the time spent on the tasks which could lead to higher productivity and efficiency within the system. The AI within the system considers the complexities of the due date, registration and cancellation dates to accurately time the tasks. Allocate job orders to the team, evaluate the status of the work in real time, and receive immediate alerts about any changes.

Auto Task Creation

The system will generate upcoming tasks in a set schedule and allocate them to users automatically, without manual effort. Since recurring tasks will be scheduled and generated by Lekha, your team will be able to focus on core functions and not worry about important deadlines being missed. It not only ensures that no deadlines are missed, but also saves a lot of time in a month.

Smart Scheduling

The system allows users to schedule tasks only after the system has been able to smartly automate and resolve compliance rules, registration ambiguities as well as due dates. Duplication of effort, incorrect, or missed filing is served as a headache to be avoided. Day to day operations can be carried out in a realistic and distressing manner, with the system ensuring its accuracy.

Easy Management

From a centralized point of management, focal devices motivate users to maximize intracompany efficiency as team leaders allocate owners for core tasks. You can comment on the entire task as well as on each step, and their accomplishment is reflected in instant captions. Everything is centralized, maintaining alignment within the team and keeping clients satisfied.

Simplify Workflow

Stay in control of your team’s workflow with a centralized system that makes task management simple and efficient. From assigning responsibilities and setting deadlines to tracking progress, everything is organized in one place—no more juggling multiple tools or scattered WhatsApp messages. Every action is tracked and logged, ensuring accountability while reducing communication overload. Team members can add comments, share updates, and collaborate transparently, so nothing slips through the cracks. With clear responsibilities, effortless progress tracking, and a single dashboard view, your team stays aligned, efficient, and focused on achieving results.

Administrate Clients

Keep all your client data organized in one secure place. Store login credentials for portals, attach documents you deem important like PAN, Aadhaar, etc., and create custom fileds according to your firm's agenda. Now that everything is in one place, you can manage clients quicker, and without the excess stress.

Import Clients

You can seamlessly bring all your clients on board by uploading them through Excel or by simply adding their GSTIN. This makes client setup effortless and saves you valuable time.

Manage DSC

You never need to worry about your client's DSC again because we will track it for you. Get notified about upcoming expiration and renewals, and never have to think about it again.

Custom Fields for Extra Info

Add any extra information you would like to record or just for your knowledge with custom fields, and never miss an important piece of info again.

Key Features

Lekha makes CA firm management simple and efficient. With secure Google Drive storage, an affordable CRM, and easy client management, you can access work anytime, anywhere. Designed specially for CAs, it saves time and simplifies daily operations.

Secure Data Storage:With Lekha, all your client data is stored safely on Google Drive – encrypted, backed up, and easy to access.

Affordable CRM: No expensive servers! Lekha uses Google Drive storage, keeping costs low for you.

Simple Client Management: Manage client details, documents, and reports in one centralized platform.

Anywhere, Anytime Access Work from office, home, or on the go – Lekha is always with you.

Made for CAs: Specially designed for Chartered Accountants to simplify daily tasks and client handling. .

Looking for a premium accounting for your business?

Why choose Lekha?

Targeted for CA & Tax Professionals

Features that are Real & Functional

Fast & effortless

Safe & trustable

Constant Advancement

Centralized Dashboard

Customizable Workflows

Cost-Effective