Tools/ Utility covered:

Schedule Session Description Watch Videos

To download the utility :

Free Finance Tools Utility by CA Ravi Shankar Sharma:

A browser-based utility comprising multiple finance-related tools for analysis, reconciliation, monitoring, reporting and management support activities. The utility brings various finance functions together in a single interface.

To watch Practical session:

To watch Q&A session:
Schedule Session Description Watch Videos

To download the utility :

 

LeaseComply ProMax

LeaseComply ProMax is a utility supporting Ind AS 116 lease accounting, covering lease assessment,measurement, remeasurement, deferred tax, foreign-currency treatment and related disclosures.

 

It provides structured calculations and documentation support for lease accounting processes.

To watch Practical session:

 

To watch Q&A session:
Schedule Session Description Watch Videos
To download the utility : 

“CA Toolkit utility”

The utility is a Windows-based, offline practice management application that brings together routine operational functions such as Due Dates & Reminders, IT/GST Notice Reply, Document Sender, and Smart Email Manager.

Practical session on 02nd September 2026

 

Q&A session on 04th September 2026
Schedule Session Description Watch Videos
To download the utility : 

“BeIndian Audit Utility (Excel Add-in) 

The utility helps streamline the audit-related tasks, data processing, statistical functions, sampling, and various Excel-based operations.

Practical session (19th August 2026)

Q&A session (21st August 2026)
Will be updated, shortly.
Schedule Session Description Watch Videos
To download the utility : 

“AayDocCapio Utility- 

 

(Aay: Income | Doc: Documents | Capio (Latin): To Obtain/Retrieve)

 

The utility helps streamline the retrieval and management of various forms and documents.

Practical session on 05th August 2026

 

Q&A session on 07th August 2026
Will be updated, shortly.
Schedule Session Description Key Details & Registration
To download the utility :

“Draft AI-Studio” Utility-

The utility helps in drafting using AI-powered tools for GST, Income Tax, Practice Management, and Firm Processes, enabling users to quickly generate quality notice replies, appeals, SOPs, checklists, advisory opinions, ITC reconciliation reports, and other practice-related documents with speed, accuracy, and consistency.

Practical session on 22nd July 2026

Q&A session on 24th July 2026
Schedule Session Description Key Details & Registration
To download the utility :

About the utility-

“CertifyPro” is a free, offline desktop utility that enables Chartered Accountants to quickly generate professional certification documents on their firm’s letterhead in Word and PDF formats, ensuring accuracy, consistency, and efficiency.

Practical Session (08th July 2026)

Q&A session(10th July 2026)
Schedule Session Description Key Details & Registration
To download the utility :

About EfficientToolKit Utility-

“EfficientToolKit” is a free, offline Windows desktop application that brings together 30+ productivity tools covering File Management, Excel & CSV Processing, PDF Utilities, GST Tools, and Reconciliation on a single platform.
The utility helps professionals streamline routine tasks, enhance productivity, and manage client data securely, all from one easy-to-use application.

 Practical session” EfficientToolKit Utility” 17th June 2026

Q&A session EfficientToolKit Utility”
19th June 2026
Schedule Session Description Key Details & Registration

To download the utility :

 About the utility
Intelligent Taxpayer Report (ITR) is an AI-powered Tax Analytics and Advisory Platform that converts ITR JSON files into comprehensive taxpayer reports with comparative analysis, visual insights, AI-generated recommendations, TIS matching, and client-ready PDF outputs.		 Practical Session- “Intelligent Taxpayer Report (ITR)” (03rd June 2026)

Q&A Session- “Intelligent Taxpayer Report (ITR)” (05th June 2026)

Tools / Utility Description Watch Session Videos
TallyPrime Automation Suite Tool”
To download the utility:

“TallyPrime Automation Suite Tool”

Key Coverage:
• Enables intelligent auto ledger mapping & master creation
• Bulk-posts tax-compliant vouchers & bank entries through ODBC & HTTP integration
• Eliminates repetitive manual entry, reduces errors & saves time

Practical Session- “TallyPrime Automation Tool” (20th May 2026)

Q&A session- TallyPrime Automation Tool”
(22nd May 2026)
Tools / Utility Description Watch Session Videos

Tally related Utilities

To download the utility:

Key Coverage:

• Sanjibni Audit Tool: Extracts data and generates structured Excel reports instantly.
• Opening Balance Matching Tool: Compares previous year closing with current year opening balances and corrects mismatches.
• VenuSagar: Automates 26AS reconciliation with books for accurate TDS matching.
• Ageing Tool: Categorizes receivables and payables into age-wise buckets to track outstanding balances.

 Practical Session- “Tally related Utilities” (06th May 2026)

Q&A Session- “Tally related Utilities” (08th May 2026)
“Yes! My Firm is Peer Reviewed” – Peer Review tool/ utility.
To download the tool/ Utility:
 “Yes! My Firm is Peer Reviewed” – Peer Review tool/utility designed to help CA firms successfully complete Peer Review process with ease and efficiency.

Key Advantages & Features-

  • Streamlined docs & coordination.
  • Standardized processes, added value.
  • Ready to use, easy implementation
 Practical Session – “Yes, My Firm Peer Reviewed” (22nd April 2026)

Q&A Session – “Yes, My Firm Peer Reviewed” (24th April 2026):