Stop chasing documents. Start filing returns.

FiledRight automates document collection, extracts invoice data with AI, and generates compliance checklists so you can focus on advisory.

SA
PM
RK
AJ

Trusted by CAs across India. Free to start.

From chaos to clarity

Four steps that replace your entire WhatsApp-and-Excel workflow.

Without FiledRight

  • Chasing documents on WhatsApp
  • Manual data entry from invoices
  • Missing deadlines in spreadsheets
  • Clients confused about what to submit

With FiledRight

  • Organized spaces with auto checklists
  • AI extracts invoice data in seconds
  • Deadline tracking from compliance rules
  • Clients see exactly what is pending
1

Create a Space for your client

Enter your client's profile. FiledRight auto-generates the right compliance checklist (GST, ITR, TDS) based on their business type and income sources.

GST Compliance

3 of 6 active
Sales Invoices
Purchase Invoices
Credit/Debit Notes
2

Your client uploads documents

Clients get their own portal with a personalized checklist. They upload invoices, Form 16, and bank statements, and you see everything in real-time.

SA
Sharma & Associates
Priya Mehta

Progress

3 of 9

Verified

1

Form 16
Verified
Bank Statements
Upload
3

AI extracts and you verify

AI reads every invoice and extracts structured data: Invoice No, GSTIN, HSN, and amounts. You review side-by-side and verify with one click.

GST Summary

InvoicePartyTotalStatus
INV-001ABC Traders₹1,47,500 Verified
INV-002XYZ Suppliers₹1,00,300 Extracted

88% extraction confidence · Editable before verification

4

Manage your entire practice

See all clients in one dashboard. Progress bars, attention indicators, and compliance status at a glance. No more spreadsheet tracking.

Your Dashboard

PM

Priya Mehta

3/9
All clear
AD

Aniruddha Desai

7/13
2 to review
RK

Raj Kumar

1/9
All clear

Everything you need to manage compliance

Built specifically for Indian CA practices. Every feature designed to save you time and reduce errors.

Smart Checklists

Auto-generated from compliance rules. GST, ITR, TDS: each client gets the right checklist based on their profile.

Sales Invoices
Purchase Bills
Credit Notes

AI Extraction

Upload an invoice, get structured data in seconds. Invoice number, GSTIN, HSN, and tax amounts, all extracted automatically.

GSTIN29ABAHA...
Total₹29,500
Extracted in 3s

A shared space for you and your clients

Both of you see the same checklist, documents, and progress — but you control what stays private.

Client Portal

Clients see their own space with personalized checklists, upload documents, and track what is pending.

Real-time Messaging

Chat with clients directly in the space. No more WhatsApp threads to search through.

Internal Notes

Add private notes visible only to your team. Risk flags, reminders, and observations, all in context.

Export Ready

Export GST data to CSV with one click. Structured, clean, ready for Tally or the GST portal.

Ready to modernize your practice?

Free to start. No credit card required. Set up in under 2 minutes.

Your data stays yours

Documents are never used to train AI. Extracted data belongs only to you.

Data stored in India

Mumbai region servers for data residency compliance

Built for Indian compliance

GST, ITR, TDS rules updated with every regulation change