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For Chartered Accountants (India) · Verified 2026-05-21

HelloBooks for Chartered Accountants — GST + TDS + Practice Management Built In

GSTR · IRN · TDS · Free CA PM · ICAI directory · ₹499/mo for your own books

The AI-first platform built in India for Indian CAs. Native GSTR-1/3B/2A/2B, e-invoicing IRN, TDS Forms 24Q/26Q/27Q/27EQ, e-way bill, HSN/SAC. Free Practice Management for the CA — no separate license. Tally 6.2 Connector — push-back to Tally plus a one-time import — for clients you can't move yet. Free public ICAI-verified firm listing.

Why Indian CAs choose HelloBooks

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 separate filing tool.

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 ₹499/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 /practice-management ($9.99 per user per month, free up to 2 users).

3. Tally + QuickBooks India migration

The Tally 6.2 Connector pushes HelloBooks entries back to Tally Desktop — plus a one-time import of existing Tally data — so clients who refuse to leave Tally keep their book current while HelloBooks runs the AI workflow on top. For QuickBooks India clients (Intuit discontinued QBI for new sign-ups in 2023), guided 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.

Free Plan · ₹0 · no expiry

Put small clients on the Free Plan

A client with one GSTIN can run on HelloBooks Free at ₹0, with no card and no expiry. Review their GST invoices, reconcile GSTR-2B and file GSTR-1 and GSTR-3B for them from the same books. Free has 2 users, so the client and you can both work in them.

Included in Free

  • Unlimited GST filing — GSTR-1 & GSTR-3B
  • GSTR-2B reconciliation with ITC tracking
  • 2 users · 1 GSTIN
  • Up to 200 transactions per year
  • Free AI credits to get started (upgrade for more)
  • Invoices, bills & quotes included
  • AP/AR aging · P&L · Balance Sheet · Cash Flow
  • Full mobile app (iOS & Android)
  • Robust email support
  • "Powered by HelloBooks" badge on invoices

Not in Free

  • GSTR-9 and GSTR-9C annual returns
  • GSTR-7 (GST TDS) and GSTR-8 (GST TCS) returns
  • ITC-04 job-work returns
  • E-invoice and e-way bill volume
  • More than 200 transactions per year
  • More than one GSTIN, or more than 2 users

Pro at ₹499/month adds GSTR-9 generated ready to file, e-invoicing and unlimited users.

Free includes free AI credits to get started. When they run out, AI categorisation pauses and your books and GST filing keep working. Upgrade to get more AI credits; paid plans can also recharge with a credit pack. Free covers one entity and one GSTIN. Running more than one GSTIN? Pro and above cover every GSTIN of one legal entity.

GST filing included, no card · free GST filing software

HelloBooks vs Tally vs Zoho Books vs QuickBooks India

Four-way comparison for Indian CA practice. Pricing and feature claims verified 2026-05-21.

Four-way CA platform comparison
FeatureHelloBooksTallyZoho BooksQuickBooks India
GSTR-1 filingNativeNative (Tally Prime)Native (Zoho Books India)Discontinued for new sign-ups (2023)
GSTR-3B filingNativeNativeNativeDiscontinued
GSTR-2A / 2B reconciliationAI-assisted (minutes, not hours)IMS + GSTR-2B recompute since release 6.1Basic auto-matchN/A
E-invoicing IRN + signed QRNativeNative (Tally Prime)NativeN/A
TDS Form 24Q (salary)Native + RPU exportVia the Tally Prime TDS moduleLimitedN/A
TDS Form 26Q (vendor)NativeVia the Tally Prime TDS moduleLimitedN/A
TDS Form 27Q (NRI)NativeVia the Tally Prime TDS moduleLimitedN/A
E-way billNative generationNativeNativeN/A
AI categorization of bank transactionsAutonomous AI agentNo AI-learned ledger suggestion for bank lines (July 2026)Rules-based matching (Zoho's own description)N/A
CA multi-client workspacesFree; deeper PM via HelloCPA ($9.99/user/mo)Tally on Cloud + licence per CAZoho Books CA Edition (separate licence)N/A
CA pricing for own practice₹499/mo Pro (own books); free Practice ManagementSilver ₹750/mo, ₹8,100/yr or ₹22,500 lifetime (+18% GST), single user₹899/mo Standard (₹749 billed annually), 3 usersN/A
ICAI-member directory listingFree at hellobooks.ai/find-an-accountantTally has its own CA directoryZoho Finance Advisors directory (Zoho Partner program)N/A

Getting started — 5 steps

  1. Step 1

    Create your CA firm account

    Sign up at hellobooks.ai with your firm email. Verify your ICAI membership number during onboarding. Free for CAs.

  2. Step 2

    Migrate your first client from Tally

    Use the Tally 6.2 Connector — a one-time import in, then ongoing push-back to Tally — to keep the client on Tally while HelloBooks runs AI categorization on the same books. Cutover when the AI matches.

  3. Step 3

    Run AI GSTR-2A/2B reconciliation

    Connect the client GST portal, let the AI match purchase invoices against 2A/2B, review the variance report, generate ITC claim.

  4. Step 4

    List your firm in /find-an-accountant

    Submit your firm profile. ICAI verification within 5 business days. Free public directory listing — no paid placement.

  5. Step 5

    Onboard your next 5 clients

    Add client workspaces. Each pays their own HelloBooks Pro at ₹499/mo (or Free Plan for small books). Free Practice Management at the firm level.

Start your CA practice on HelloBooks — free

Free CA firm account with Practice Management. Free ICAI-verified directory listing. AI GSTR reconciliation, TDS form generation, e-invoicing IRN — all native.

    HelloBooks for Chartered Accountants (India) — Practice Management + GST Built In | 2026