About Munshi
Practice management and accounting software for Chartered Accountant (CA) firms and tax consultants in India.
Munshi is a specialized accounting and practice management software designed for Chartered Accountant (CA) firms and tax consultants in India. It integrates core compliance tasks like GST, Income Tax (ITR), and TDS calculations directly with double-entry bookkeeping, eliminating the need for separate tools. The platform provides a unified dashboard to manage all clients, track compliance deadlines via an automated calendar, and handle the firm's own billing and accounting. Key features include automatic GSTR-3B computation, side-by-side comparison of old and new income tax regimes, and a structured review workflow for all filings. Pricing is available in monthly and annual plans, with a 14-day free trial offered. The software is a web-based application, accessible from any browser. It is built specifically for the Indian regulatory environment.
Pros & Cons
- Integrates tax compliance (GST, ITR, TDS) and accounting in a single system.
- Automates compliance calendar generation based on client registrations.
- Calculates income tax under both old and new regimes to identify savings.
- Provides a structured review trail for filings, enhancing accuracy and accountability.
- Offers a 14-day free trial without requiring a credit card.
- The software does not file returns directly on government portals; users must file manually and record the ARN.
- Primarily focused on the Indian market, making it unsuitable for practices elsewhere.
- No native mobile applications are mentioned for iOS or Android.
Features
Key features
Calculates GSTR-3B with input tax credit set-offs, prepares GSTR-1 and CMP-08, and reconciles with GSTR-2B.
Calculates income tax under both old and new regimes, suggesting the cheaper option and the appropriate ITR form.
Automatically generates due dates for GST, TDS, and ITR for all clients based on their registrations.
Provides full bookkeeping features including vouchers, ledgers, trial balance, P&L, and balance sheets for each client and the firm.
Manages client records (PAN, GSTIN, TAN), assigns staff, tracks work with a review trail, and handles fee invoicing and collections.
Records TDS deductions by section, matches challans, and prepares data for 24Q/26Q returns.
Allows clients to upload required documents and view their filed returns and acknowledgements.
Additional features
Enforces a draft, prepared, reviewed, and filed workflow for all returns, preventing self-review.
Raise GST-compliant invoices for services, record receipts, and track outstanding client balances.
Assigns specific clients to staff members, who can only view and manage their assigned portfolio.
Maintains a central database for each client, including individuals, firms, companies, and HUFs.
Generates reports that can be exported to PDF and Excel formats.
Matches bank statement entries against the firm's or client's books.
Allows staff to add dated, attributed notes for each client, with the ability to pin important information.
Pricing
Monthly plans
- 25 Clients
- 1 Staff
- 2.0 GB Storage
- Double-entry accounting
- 150 Clients
- 5 Staff
- 10.0 GB Storage
- Excel export
- PDF export
Annual plans
- Unlimited Clients
- Unlimited Staff
- 50.0 GB Storage
- REST API access
- Priority support
Countries & Languages
Interface languages
Billing currencies
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About Munshi
Practice management and accounting software for Chartered Accountant (CA) firms and tax consultants in India.
Munshi Details
Munshi's In-App Market Place
Does Munshi have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- 25 Clients
- 1 Staff
- 2.0 GB Storage
- Double-entry accounting
- 150 Clients
- 5 Staff
- 10.0 GB Storage
- Excel export
- PDF export
Annual plans
- Unlimited Clients
- Unlimited Staff
- 50.0 GB Storage
- REST API access
- Priority support
Accepted Payment Currencies
INR
Pros & Cons
- Integrates tax compliance (GST, ITR, TDS) and accounting in a single system.
- Automates compliance calendar generation based on client registrations.
- Calculates income tax under both old and new regimes to identify savings.
- Provides a structured review trail for filings, enhancing accuracy and accountability.
- Offers a 14-day free trial without requiring a credit card.
- The software does not file returns directly on government portals; users must file manually and record the ARN.
- Primarily focused on the Indian market, making it unsuitable for practices elsewhere.
- No native mobile applications are mentioned for iOS or Android.
Munshi's Support Options
Email Address
support@cnergyis.comContact
+91 90000 00000Documentation
https://munshi.solutions/page/helpMunshi's Alternatives
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