Trusted by 10,000+ accounting firms

Supercharge Your Practice with Accounting
Built for modern accountants.

Multi-client management, tax compliance, auto reconciliation & advanced reporting — all on one connected platform. End manual data entry today.

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RS PP VM AK
★★★★★ 4.9/5 · 2,100+ CA reviews
Avg. 20 hrs saved per week per accounting firm

GST Filed

Client A · GSTR-3B

128 invoices

TDS Deducted

8 clients · Q2 FY

₹ 2,48,500

Audit Done

Client B · Statutory

Passed ✓

● Client Invoice 1₹28k
● Client Invoice 2₹42k
● Client Invoice 3₹15k

July · Accountant Dashboard

Clients Served
248
▲ 12 new
Reports Filed
1,426
▲ 18.4% vs last mo
GST Returns
892
▲ on time 100%
Reconciliation Rate
99.2%
▲ 1.8% improved
0 Accounting Firms
0 Tax Returns Filed
0 Auto Reports
0 Client Satisfaction

Why Accountants Choose Credvue

Designed with accounting professionals in mind — powerful tools that scale from solo CAs to large firms.

Multi-Client Mgmt

Manage hundreds of client accounts from a single dashboard with role-based access controls and client-specific views.

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Software Integration (Tally/Zoho)

Seamlessly integrate with popular accounting software like Tally, Zoho Books, QuickBooks, and more for real-time data synchronization.

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Auto Reconciliation

Save hours with automated bank reconciliation, transaction matching, and financial statement preparation.

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Advanced Reporting

Generate comprehensive financial reports including P&L, balance sheets, cash flow statements, and custom reports tailored to client needs.

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Workflow Automation

Streamline accounting processes with customizable workflows for approvals, document collection, and client communication.

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Tax Compliance Tools

Stay on top of tax compliance with automated GST calculations, filing reminders, and tax report generation.

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Powerful Features. Deeper Insights.

Dive into the capabilities that make Credvue the trusted platform for accounting professionals nationwide.

Reporting Center
25+ Reports
P&L Statement Ready
Balance Sheet Ready
Cash Flow Ready
Tax Computation Auto-updated

Advanced Reporting Suite

Generate comprehensive financial reports tailored to each client's requirements. Customizable templates, scheduled generation, and multi-format exports — everything at your fingertips.

Build branded client reports with your logo, color scheme, and custom sections.
Automate monthly/quarterly reports and deliver them to clients via email or dashboard.
Export reports in the format your clients prefer — password-protected PDFs, editable Excel, or raw CSV.
Workflow Pipeline
Collect Documents
Auto-request from clients
Done
Data Entry & Review
Senior CA sign-off
Done
Client Approval
Pending: 2 clients
In Review
File & Deliver
Auto-share with GST portal
Queued

Workflow Automation

Streamline accounting processes with customizable workflows for approvals, document collection, and client communication. Eliminate repetitive tasks and reduce errors.

  • Automated client reminders via WhatsApp & Email
  • Document request workflows with tracking
  • Multi-level approval routing and audit trails
  • Task assignment & deadline management
  • Slack & WhatsApp notifications for teams
Tax Compliance
All Acts Covered
GST
GSTR-1/2A/2B/3B/9
TDS
24Q/26Q/27EQ
ITR Preparation ROC Filings PT Returns ESI/PF

Tax Compliance Tools

Stay on top of tax compliance with automated GST calculations, filing reminders, and tax report generation. Never miss a due date again.

Auto-match 2A/2B with purchase register, flag mismatches, and file GSTR-1/3B directly.
Deduct TDS as per rates, generate Form 16/16A, and file TDS returns with FVU validation.
Custom compliance calendar with multi-channel reminders 7/3/1 days before due dates.

Document Management

Centralize client documents with secure storage, version control, and digital signature capabilities. Share and collaborate seamlessly.

  • Secure document sharing with client portals
  • Digital signature integration (DSC & eSign)
  • Document expiry notifications & reminders
  • Version history and rollback capability
  • Bank-grade AES-256 encrypted storage
Document Vault
Audit Report FY 2024-25.pdf
Signed · 3 days ago
GST Working Paper.xlsx
v3.2 · Edited 1 day ago
Signed Balance Sheet.jpg
DSC Verified · 5 days ago
Encrypted Version Control eSign Ready

Accountant Partner Program

Join our partner program designed specifically for accounting professionals and firms. Grow your practice with Credvue.

Become a Credvue Partner

Unlimited growth potential for your accounting firm

30%
Recurring Revenue Share
40%
Discount on Client Plans
Join Partner Program

Program Benefits

Everything you need to scale your practice and add new revenue streams while delivering exceptional value to clients.

Revenue Sharing %

Earn attractive recurring commissions on every client subscription and transaction referred or managed through your partner account.

Special Pricing

Access exclusive partner-only pricing for your own firm and deeply discounted rates you can pass on to your clients.

Training & Certification

Receive comprehensive training sessions, product certifications, and priority access to new feature releases and webinars.

Co-marketing

Leverage our marketing resources, co-branded materials, case studies, and event partnerships to grow your client base.

What Accounting Professionals Say

Hear from accountants who transformed their practice with Credvue.

★★★★★
Accountant
Rajesh Sharma

Chartered Accountant, Noida

"Credvue has transformed how I manage my accounting practice. The multi-client dashboard and automated reconciliation save me hours each week."

★★★★★
Accountant
Priya Patel

Tax Consultant, Delhi

"The integration with accounting software is seamless. I can now offer more value-added services to my clients instead of spending time on data entry."

★★★★★
Accountant
Vikram Mehta

Accounting Firm Owner, Noida

"The partner program has been a game-changer for my firm. We've added a new revenue stream while providing better financial services to our clients."

Seamless Software Integrations

Connect with the accounting tools you already use. Native 2-way sync with India's leading accounting platforms.

Tally Prime
Zoho Books
QuickBooks
Xero
Sage
Busy
Marg ERP
+ 20 More
View All Integrations

Frequently Asked Questions

Got questions? We've got answers. Can't find yours? Talk to us.

Our partner program is designed for CAs, CS, CMAs, and accounting firms. Simply sign up, get your unique partner link, and onboard clients. You earn recurring revenue share on every subscription, plus access to special pricing, training, certification, and co-marketing resources. Partners also get a dedicated dashboard to manage all client accounts from one place.

Absolutely. Our multi-client management dashboard is built specifically for accountants. You can switch between client accounts instantly, manage role-based access for your team, set client-specific configurations, and get a consolidated view of all clients with compliance status, pending tasks, and key financial metrics — all from a single login.

Bank-grade security. We use ISO 27001 + SOC2 Type II certified infrastructure with AES-256 encryption both in transit and at rest. Data is stored exclusively in Indian data centers with RBI-compliant banking partners. Multi-factor authentication, role-based access controls, comprehensive audit logs, and regular third-party security audits ensure your client data is always protected.

Credvue natively integrates with all major accounting platforms: Tally Prime & Tally.ERP 9 (2-way certified sync), Zoho Books, QuickBooks Online, Xero, Sage, Busy, and Marg ERP. Integrations support real-time bidirectional sync of chart of accounts, ledgers, invoices, payments, and tax data. We also support custom integrations via our open API for enterprise requirements.

Yes, we support seamless data migration. You can import up to 3 years of historical data including ledgers, invoices, vendor/customer masters, and transactions via Excel/CSV import, direct Tally/Zoho sync, or with help from our onboarding team. Audit trails and historical accuracy are preserved verbatim. Most partners complete migration within 24-48 hours with zero data loss.

Partners receive comprehensive onboarding including live 1-on-1 training sessions, self-paced video courses, product certification, and access to an exclusive partner knowledge base. You also get priority phone & WhatsApp support (SLA: under 30 minutes), a dedicated partner success manager, and early access to new features, webinars, and co-marketing opportunities throughout the year.

Ready to transform your accounting practice?

Join 10,000+ accounting professionals who trust Credvue. Free partner setup · Dedicated support · Cancel anytime.

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