One roof for a CA office

A CA or accounting office needs five things in one place: client documents, GST returns, accounts, leads and team access. Most offices today split them across WhatsApp, email, spreadsheets and Tally, and re-type the same client details in each.

By the MorGST team. Last reviewed 8 November 2026.

What an office has to manage

• Clients. Trade name, GSTIN, filing frequency, email and phone, kept once.
• Documents. A checklist per client and month, requested by email or WhatsApp, with replies filed back into the checklist.
• GST returns. Sales sheets from the firm's own invoices and from Amazon, Flipkart and Meesho, checked and prepared as GSTR-1 JSON, Tally XML and Excel.
• Accounts. Income and expense entries linked to clients, with monthly totals.
• Leads. A board for people who may become clients, so follow-ups are not forgotten.
• Team. Several people in one office, each with view or edit access per section.

What MorGST covers today

All of the above, on Mac, Windows and the web, signed in with a Google account. A dashboard shows taxable value and GST by month, state and platform. The Inbox in the desktop app reads a chosen mailbox so client replies land in the right checklist.

What it does not do

• It does not file returns. You review the files and file on the GST portal.
• GSTR-3B, e-invoicing, e-way bills and a phone app are not included yet.
• It does not replace Tally. It exports Tally XML so sales can be imported there.

How to choose

Ask five questions of any tool: does it keep each client's details once, can it chase documents, does it check a sales sheet before export, can a junior see only what they should, and does it export the formats your office already uses. MorGST is free during early access, so you can test these on one client first.

Open MorGST

• GSTR-1 due date
• GSTR-1 pre-filing checklist

Questions

What should software for a CA firm cover?

Client records, a document checklist per month, GST return preparation, income and expense accounts, a lead list and per-person access for the team.

Does MorGST replace Tally?

No. It prepares GSTR-1 data and exports Tally XML, so sales entries can be imported into Tally.

Does MorGST file returns on the GST portal?

No. It prepares the files. You review them and file on the GST portal.