Everything you need to run your practice on Pyngyn.
Official operational guides, statutory workflow templates, ledger integration architectures, and 4-eye review standard operating procedures.
Core Operational Frameworks
Essential architectural guides every CA and practice manager should review first.
Client Portfolios & Entity Hierarchies (PAN, GSTIN, DIN)
Organize client corporate groups, parent holding companies, subsidiaries, LLPs, state-wise GSTINs, and director DIN profiles.
Setting Up 4-Eye Partner Review Gates & Sign-Offs
Enforce ICAI SQC-1 quality control protocols. Route working papers from article trainee to audit manager to signing partner before release.
Aadhaar eSign & Section 65B Audit Trail Verification
Collect legally binding electronic signatures under Information Technology Act, 2000 with automated Section 65B audit certificates.
Balancing Practice Workload & Article Trainee Hours
Monitor real-time team bandwidth, rebalance engagement tasks, and prevent peak-season burnout with capacity heatmaps.
Popular ClientSpace Playbooks
Frequently consulted guides on statutory filings, GSP sync, and client portal deployment.
Client Portfolios & Entity Hierarchies (PAN, GSTIN, DIN)
Organize client corporate groups, parent holding companies, subsidiaries, LLPs, state-wise GSTINs, and director DIN profiles.
Configuring the Statutory Compliance Master Calendar
Track GSTR-1, GSTR-3B, Advance Tax Q1-Q4, Form 3CD, AOC-4, MGT-7, and TDS 24Q/26Q deadlines across all active client entities.
Setting Up 4-Eye Partner Review Gates & Sign-Offs
Enforce ICAI SQC-1 quality control protocols. Route working papers from article trainee to audit manager to signing partner before release.
GST Reconciliation (GSTR-1, 3B, 2B) & GSP Sync
Automate 3-way reconciliation between GSTR-2B, purchase registers, and GSTR-3B with GSP direct portal synchronization.
Connecting WhatsApp Business Cloud API for Client Intake
Configure official Meta WhatsApp Business Cloud API for automated document collection, statutory filing reminders, and two-way client chat.
Deploying Your Branded Client Portal with Magic Links
White-label your client portal on your own domain with passwordless magic-link login and 100% tenant data isolation.
Complete ClientSpace Catalog (18 Articles)
Browse our comprehensive functional documentation across all practice disciplines.
Client Portfolios & Entity Hierarchies (PAN, GSTIN, DIN)
Organize client corporate groups, parent holding companies, subsidiaries, LLPs, state-wise GSTINs, and director DIN profiles.
Configuring the Statutory Compliance Master Calendar
Track GSTR-1, GSTR-3B, Advance Tax Q1-Q4, Form 3CD, AOC-4, MGT-7, and TDS 24Q/26Q deadlines across all active client entities.
Setting Up 4-Eye Partner Review Gates & Sign-Offs
Enforce ICAI SQC-1 quality control protocols. Route working papers from article trainee to audit manager to signing partner before release.
GST Reconciliation (GSTR-1, 3B, 2B) & GSP Sync
Automate 3-way reconciliation between GSTR-2B, purchase registers, and GSTR-3B with GSP direct portal synchronization.
Direct Tax Filing, 26AS/AIS Pre-fill & Notice Register
Streamline ITR-1 through ITR-7 computation pipelines, 26AS/AIS mismatch detection, and Section 142/143/148 department notice triage.
Connecting WhatsApp Business Cloud API for Client Intake
Configure official Meta WhatsApp Business Cloud API for automated document collection, statutory filing reminders, and two-way client chat.
Connecting Tally Prime & Desktop Accounting Ledgers
Sync trial balances, general ledgers, voucher registers, and bank books from Tally Prime desktop into Pyngyn ClientSpace.
Two-Way Zoho Books Synchronization
Connect cloud Zoho Books organizations with OAuth 2.0 for real-time bill, invoice, TDS withholding, and ledger synchronization.
Google Workspace Integration: Drive, Gmail, & Calendar
Auto-provision client Google Drive folders, ingest invoice attachments from Gmail, and sync statutory filing dates to Google Calendar.
Aadhaar eSign & Section 65B Audit Trail Verification
Collect legally binding electronic signatures under Information Technology Act, 2000 with automated Section 65B audit certificates.
Deploying Your Branded Client Portal with Magic Links
White-label your client portal on your own domain with passwordless magic-link login and 100% tenant data isolation.
Automating Provided-By-Client (PBC) Document Chasers
Set structured document intake checklists, automate WhatsApp reminders, and track client fulfillment progress.
Balancing Practice Workload & Article Trainee Hours
Monitor real-time team bandwidth, rebalance engagement tasks, and prevent peak-season burnout with capacity heatmaps.
Managing DSC USB Tokens & Statutory Portal Credentials
Centralize Digital Signature Certificate validity tracking, physical USB token custody logs, and role-gated government portal logins.
Personal Daily Driver: My Tasks, Review Queue & Timesheets
Organize personal daily priorities, review queues, billable timesheet timers, and high-risk client filing watchlists.
Collecting Client Retainer Payments via Razorpay
Automate monthly client retainer invoicing, payment links via WhatsApp, and instant settlement reconciliations with Razorpay.
Standardizing CARO 2020 & Form 3CD Audit Workpapers
Deploy clause-by-clause audit checklists for CARO 2020, Schedule III financial statements, and Form 3CD tax audit clauses.
Tracking ITD & GST Assessment Notices (ASMT-10, DRC-01)
Log department notices, track 30-day response limitation windows, and archive faceless assessment submission acknowledgments.
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