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Working with your CA: exports and access

Updated 27 Sept 2026

Give your CA a login

Invite your CA as a Member with the Finance suite. They see Books, Accounting and Banking for your organisation and nothing personal — no mail, no chat.

Or export

Books → Reports exports the trial balance, ledgers, P&L and balance sheet for any period as XLSX or PDF. The Tally export writes the day book in a format Tally imports, so a CA who keeps your books in Tally can bring in a month in one go.

GST

Accounting → GST lists the sales and purchase registers for the period, by rate, ready for GSTR-1 and GSTR-3B.

Guides like this, by mail

One mail a month — what shipped, what is coming, one useful guide.

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