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Discover how WebLedger can streamline your work. Let us guide you through the features tailored to your needs.
Features: to enhance your work experience
Task Management
Easily assign, track, and manage tasks across clients and services — all in one place. Stay on top of deadlines with smart reminders, realtime status, and team accountability.
Recurring Task
Set once, repeat forever. Automate monthly, quarterly, and annual tasks. No manual setup. No missed due dates.
Checker Maker
Assign who prepares the work and who reviews it. Builds accountability and keeps your process accurate.
Service specific Kanban Boards
Visual boards to track GST, ROC, ITR, and other services step by step. Just drag, drop, and stay on track.
Workflow Automation
Let the system auto-assign tasks, send reminders, or update status. Saves time and makes work smoother.
Client Summary
Keep all Client Details, Passwords, and Documents organized in one place. No more physical files or scattered Data.
Billing & Group Outstanding
Raise invoices, track payments, and get outstanding — grouped by client. Makes billing follow-up fast and simple.
Accounting Integration
Connect your task system with Tally or cloud accounting. Syncs work progress with books — no double work.
Dashboard and Reports
See work progress, collections, and team status — all at a glance. Helps you take better decisions, faster.
Who Can Use It
Benefits: That your Team can’t miss
Client Satisfaction
Improves communication and service delivery, leading to higher client retention.
Scalability
Adapts to growing business needs without compromising performance.
Efficiency
Automates routine tasks, freeing up time for strategic activities.
Profitability
Enhances cash flow through faster payment recoveries.
Your Office
Your Workflow
Get ahead with the right Plans
Balance Your Books, Boost Your Business with our budget-friendly pricing options designed for every business.
Specially Designed for Professional’s
CA, CS, CMA, Advocate & Tax Professional
GROW
₹3999/Year +GST
+ Mobile App
Book a Demo- 5 Users
- 15 Work boards
- Unlimited Clients
- Unlimited Income Tax Notice
- Unlimited GST Notices
- Role Base User Access
- Auto Billing
- Multi Firm Invoicing
- Team Internal Chat
- DSC Management
- Drive (256GB)
- WhatsApp and Email Reminders
- Attendance & Time Sheet
SCALE
₹9999/Year +GST
+ Mobile App
Book a Demo- 25 Users
- 25 Work boards
- Unlimited Clients
- Unlimited Income Tax Notice
- Unlimited GST Notices
- Role Base User Access
- Auto Billing
- Multi Firm Invoicing
- Team Internal Chat
- DSC Management
- Drive (256GB)
- WhatsApp and Email Reminders
- Attendance & Time Sheet
+
WhatsApp Automation
Bulk WhatsApp Reminder and Notification From your Office Number
₹10,000
- Due Date Reminder
- Task Completion Update
- Bulk Message without Broadcast
Frequently Asked Questions
Quick answer to questions you may have.
What is WebLedger Practice Management Software?
It’s an all-in-one dashboard that automates workflow, manages teams, and ensures compliance.
How does task management work?
Assign, track, and manage tasks across clients with reminders, status updates, and team accountability.
Can I automate recurring tasks?
Yes! Set tasks once and let them repeat automatically – no manual setup, no missed deadlines.
What is the Checker Maker feature?
Assign work preparation and review roles to ensure accuracy, accountability, and efficient collaboration.
How do service-specific Kanban boards help?
Visual task tracking for GST, ROC, ITR, etc. Just drag, drop, and stay on track.
What information does the Client Summary store?
It keeps all client details, passwords, and documents organized—no more scattered data or physical files.
How does Billing & Group Outstanding simplify invoicing?
Raise invoices, track payments, and get outstanding amounts grouped by client for faster billing follow-ups.
Can I integrate accounting software like Tally?
Yes, WebLedger syncs with Tally and cloud accounting to eliminate double work.
What does Workflow Automation do?
Auto-assign tasks, send reminders, and update statuses—saving time and streamlining operations.
What insights do Dashboard & Reports provide?
See work progress, collections, and team status at a glance for better decision-making.
Who can use WebLedger Practice Management Software?
Ideal for CAs, CSs, CMAs, tax professionals, advocates, and consultants.
How does this software improve efficiency?
It automates routine tasks, freeing up time for strategic activities and smoother operations.
Does it help with profitability?
Yes, faster payment recoveries enhance cash flow, making financial management easier.
How does it boost client satisfaction?
Improves communication and service delivery, leading to higher retention and engagement.
Is WebLedger scalable for growing firms?
Absolutely! It adapts to business growth without compromising performance or efficiency.