Aspara Technologies
For CA firms

Zoho Books partner for CA firms

Your client is moving from Tally to Zoho Books. We do the migration, set-up and monthly books. You keep the statutory work and get clean schedules.
Free readiness check

For your practice

  • You keepGST, TDS, income tax, audit
  • AccessAccountant login from day one
  • You getClean schedules
  • Readiness check2 to 3 working days
Our role

What we do for your client

Most CAs are asked the same question: "Can you move us to Zoho Books?" Some firms would rather keep their time for audit and advisory. We take the software work.

Migration

Masters, bill-wise outstanding and history moved from Tally after a practice load and data checks. See Tally to Zoho Books migration.

Set-up

GST registrations, e-invoicing, bank feeds, roles and approvals. See Zoho Books implementation.

Monthly books

Daily bank work, bills, close by the 6th to 8th, with your working in the form you want. See monthly bookkeeping.
Division of work

What you keep, and what you get

You keep

GST and TDS returns, income tax, audit, certification and advice. We do not file in your client's name unless you ask us to prepare the data.

Accountant access

A login on the client's Zoho Books from day one of the project, with view of every ledger and report.

Clean schedules

Debtors and creditors ageing, GST registers, TDS working, fixed asset and stock schedules, in the layout you prefer.

A reconciliation report you can rely on

Ledger-by-ledger, with every correction explained. Written for your working papers.

We never take over your client's compliance work. If a client asks us to, we send them back to you.

Process

How to work with us

Three steps, no commitment on step one.
  1. 1

    Introduce the client

    Share the client's contact, or ask them to send us a Tally backup. The free readiness check takes 2 to 3 working days.
  2. 2

    Review the plan

    You get the data summary, issues found, recommended approach, go-live date and the written fixed quote. You approve the merge and cut-off decisions.
  3. 3

    Go live and review the first close

    We hand over the reconciliation report. You review the first month-end with us on the call.

On referrals and partnerships: write to us and we will agree an arrangement that suits your firm. Client quotes stay fixed and in writing.

FAQ

Questions from CA firms

Do you take over my client's compliance work?

No. GST and TDS returns, income tax, audit and advisory remain with you. We never take over your client's compliance work, and we do not approach your client for it.

What access will I have to the client's Zoho Books?

Accountant access, set up before we start. You can see every ledger, report and transaction, and you approve decisions such as merging duplicate parties before they are loaded.

What does the reconciliation report contain?

Trial balance ledger by ledger (Tally against Zoho Books), customer and vendor ageing, monthly GST summaries, voucher counts by type, and a list of every correction with who approved it. It is meant for your CA to review and keep with the working papers.

Our client's Tally data is not clean. Is that a problem?

It is normal. We list duplicates, GST rate mismatches and negative stock before loading, and you decide how to handle each. Nothing is changed in the client's Tally company.

Is there a referral fee or partnership arrangement?

We keep this simple. Write to us and we will discuss what suits your firm. Whatever the arrangement, the client's quote is a fixed, written one and is not inflated for you.

Can my team learn Zoho Books too?

Yes. We run training for CA firm staff and article assistants on accountant access, GST working and period close in Zoho Books.

Talk to us about a client migration

Tell us about the client's Tally set-up. We will start with the free readiness check and send the results to both of you.