1. GST + TDS native, not bolted-on
GSTR-1, GSTR-3B, GSTR-2A/2B reconciliation against the GST portal, e-invoicing IRN generation with signed QR, TDS Forms 24Q (salary), 26Q (vendor), 27Q (NRI), 27EQ (TCS), e-way bill generation, HSN/SAC lookup — all built in. No Tally export, no GSP shopping around.
2. Multi-client workspace management free
One CA login manages multiple client workspaces (proprietorship, partnership firm, LLP, Pvt Ltd) with custom permissions. Free for the CA. Clients pay their own HelloBooks Pro at ₹449/mo (or use Free Plan for small books). For deeper CPA-firm workflow tooling (proposals, engagement letters, time tracking, auto-pricing), HelloCPA is a separate product at /cpa-practice-management (Solo plan from $29/mo).
3. Tally + QuickBooks India migration
Tally 6.2 two-way sync keeps Tally Desktop running for clients who refuse to leave it, while HelloBooks runs the AI workflow on top. For QuickBooks India clients (Intuit discontinued QBI for new sign-ups in 2023), one-click migration. CSV import for Zoho Books, BUSY, Marg.
4. AI does GSTR reconciliation in minutes
GSTR-2A/2B against books reconciliation typically takes a CA 2-6 hours per client per month. HelloBooks AI does first-pass matching in minutes — flags ITC mismatches, generates the variance report, drafts the rectification notes. CA reviews and signs off in 30 minutes.
5. Free firm listing in /find-an-accountant
hellobooks.ai/find-an-accountant is a free public directory. ICAI members get verified within 5 business days (membership number cross-check). No paid placement, no pay-to-rank. The directory is part of the partner program funnel — clients searching for "CA near me" or "GST consultant in [city]" find you.
6. Indian compliance calendar built in
GSTR-1 (11th), GSTR-3B (20th), TDS deposit (7th), TDS returns (quarterly), advance tax (15th of June/Sept/Dec/March), ROC filings — auto-reminded in the CA workspace. Multi-client view shows what is due across all your clients.