Firm onboarding

Create your firm workspace with billing-ready setup

Submit complete identity and owner information once, then activate controlled team, client, and engagement operations.

Firm onboarding

Register your CA firm

Set up your firm profile, choose a starting plan, and submit billing-ready details for activation.

Secure registration Role-ready workspace Engagement controls

Firm details

Capture legal and billing-ready firm identity exactly as your practice uses it.

Firm name

Constitution type

Firm email

Phone

Firm PAN

Firm GSTIN (Optional)

GSTIN must match the selected state code and the PAN entered above.

FRN

Address line 1

Address line 2 (Optional)

City

State

Postal code

Country

Owner information

Set the primary owner record used for approvals, communication, and account control.

Owner first name

Owner last name

Owner email

Owner membership number

Access and plan

Choose initial access credentials and preferred subscription path.

Password

Preferred plan

The free trial is available once per firm and cannot be renewed after it has been used.

I have read and accept the service and pilot terms (new tab).

Submit registration stays disabled until you tick the box above.

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