What types of entities does ZageBooks support?

ZageBooks supports Companies, LLPs, Partnership Firms, Proprietorships, Trusts, Societies, and other entities.

Can I import Trial Balances directly from Tally?

Yes. Import Trial Balances from Tally, Zoho, and Excel to generate financial statements and compliance outputs.

Does ZageBooks generate Schedule III financial statements?

Yes. Generate Schedule III compliant financial statements along with ICAI-format reports, disclosures, and supporting schedules.

Can ZageBooks prepare financial statements for LLPs, partnership firms, and proprietorships?

Yes. ZageBooks supports financial statement preparation for both corporate and non-corporate entities.

Does ZageBooks include a Practice Management System?

Yes. Manage clients, projects, tasks, deadlines, compliance calendars, and team workflows from a single workspace.

Can I assign tasks and track team progress?

Yes. Use Kanban boards, task assignment, role-based workflows, and project tracking to manage your firm's work efficiently.

Does ZageBooks maintain statutory registers?

Yes. Maintain Companies Act statutory registers digitally with centralized access and a complete audit trail.

Can statutory register data be reused for ROC compliance?

Yes. Information maintained in statutory registers can be reused across ROC forms and compliance documents, reducing duplicate work.

What reports can be generated from a single Trial Balance?

Generate Financial Statements, Schedule III reports, AOC-4 drafts, MGT-7 drafts, CARO reports, Board Reports, and supporting schedules from a single source of truth.

Is client data secure?

Yes. ZageBooks uses encrypted cloud infrastructure, role-based access controls, and regular backups to protect client data and ensure business continuity.

All Legal Format Financials

Schedule III financials from one trial balance

Upload a Tally TB or import from Zoho. Export ready Schedule III financial statements, ICAI-format reports, and every ROC form — AOC-4, MGT-7, CARO, board reports. All in the workspace where your CA firm runs client management and compliance.

Tally Import

Schedule III

ROC Filings

ICAI Compliant

Statutory Registers

Auto-maintained

ROC Forms

All

AOC-4 · MGT-7 · CARO

ICAI / Schedule III

100%

Compliant output

Integrations

Tally · Zoho · Winman · Excel

Security

Your clients' financial data, protected by design

Bank-grade security and complete data isolation — built for CA firms that can't compromise on confidentiality.

TLS 1.3 Encryption

Encrypted in transit, end to end

Complete Data Isolation

Your firm's data is fully siloed

Role-Based Access

Granular permissions per team member

Daily Encrypted Backups

24/7 monitoring, auto-recovery

We never sell or share your data.

Features

Everything you need for CA practice

From financial statements to practice management, all modules work together seamlessly

Financial Statement Builder

Generate Schedule III compliant financial statements from any trial balance - Tally, Zoho, or Excel.

Learn more

Fixed Assets Management

Comprehensive depreciation tracking with Companies Act & IT Act compliance, automatic calculation, and full audit trail.

Learn more

Practice Management System

Kanban-style project tracking, client management, team collaboration, and engagement workflows.

Learn more

Statutory Registers

Maintain directors register, members register, compliance calendars, and all statutory records in one place.

Learn more

Project Finance

Bank-ready CMA reports, projections, quarterly results and full project reports for funding submissions.

Learn more

AI Drafting

Intelligent drafting for notice replies, contracts, and corporate letters — tuned for Indian CA workflows.

Learn more

Benefits

Built for modern CA firms

Save time, ensure compliance, and scale your practice with confidence

10x Faster

Complete financial statements in minutes, not days

100% Compliant

Schedule III, ICAI standards, and ROC formats built-in

Team Collaboration

Granular RBAC with role-based access control for your entire firm

Unified Workspace

FS Builder, Fixed Assets, PMS, and Registers in one platform

Why ZageBooks

More than just a financial statements tool

Five reasons to replace your patchwork of Excel sheets, Word templates and project trackers with one workspace.

30-second Tally import

Drop in a Tally TB or Zoho export and Schedule III financials are ready before your coffee gets cold.

Granular RBAC

Hand off GL mapping, statutory registers or review to anyone on your team — without risking a locked financial being edited.

200+ hrs / month

Practice-wide audit trail

Every TB upload, GL remap and lock action is tracked — so reviews are evidence-backed, not guesswork.

One workspace, every module

Financial statements, fixed assets, statutory registers, PMS, compliance calendar — all live next to your client master.

Audit from anywhere

Cloud-first by design — your team can finalize a Schedule III from a client site, an airport lounge or last-minute on a phone.

What you get

What ZageBooks does for your firm

From client onboarding to ROC filing — every part of an Indian CA practice, in one workspace.

Schedule III in minutes

Upload a Tally trial balance and get a ready-to-file, ICAI-format financial statement — no manual formatting.

Registers, auto-maintained

17 Companies Act statutory registers, MGT-7 inputs and board reports from one source of truth — not 14 Excel files.

Your whole practice, one workspace

Kanban engagement boards, a client compliance calendar and team management replace three or four separate tools.

Schedule III in minutes

Upload a Tally trial balance and get a ready-to-file, ICAI-format financial statement — no manual formatting.

Registers, auto-maintained

17 Companies Act statutory registers, MGT-7 inputs and board reports from one source of truth — not 14 Excel files.

Your whole practice, one workspace

Kanban engagement boards, a client compliance calendar and team management replace three or four separate tools.

Consolidate multiple entities

Branch and group consolidation across entities — reconciled financials without a week of manual matching.

Time, DSC & compliance, connected

Per-project time tracking, a DSC vault and the compliance calendar all talk to each other — every billable minute captured.

Imports that just work

Bring in trial balances from Tally, Zoho, Winman, ClearTax or Excel — no mapping headaches.

Consolidate multiple entities

Branch and group consolidation across entities — reconciled financials without a week of manual matching.

Time, DSC & compliance, connected

Per-project time tracking, a DSC vault and the compliance calendar all talk to each other — every billable minute captured.

Imports that just work

Bring in trial balances from Tally, Zoho, Winman, ClearTax or Excel — no mapping headaches.

ICAI-compliant output

Schedule III financials and disclosures formatted to ICAI standards, ready to file — out of the box.

ROC drafts from your TB

AOC-4, MGT-7 and CARO drafts populate themselves from the same trial balance — zero re-keying.

Granular RBAC & locked finals

Hand mapping work to your team while finalized financials stay locked — role-based access across the firm.

ICAI-compliant output

Schedule III financials and disclosures formatted to ICAI standards, ready to file — out of the box.

ROC drafts from your TB

AOC-4, MGT-7 and CARO drafts populate themselves from the same trial balance — zero re-keying.

Granular RBAC & locked finals

Hand mapping work to your team while finalized financials stay locked — role-based access across the firm.

FAQ

Frequently asked questions

Everything you need to know about running your CA practice on ZageBooks.

Have more questions?

Limited Time Offer

Get Started Free!

Free trial + complimentary onboarding training · No credit card required

Statutory Registers auto-maintained

All

ROC forms — AOC-4, MGT-7, CARO

100%

Schedule III Compliant

Integrations — Tally, Zoho, Winman, Excel

7-Day Free Trial

No Credit Card

Free Training

All Features

Cancel Anytime