Secure compliance operations

Collect documents.
Chase less. File on time.

Recurring GST, tax and audit activities, one-time notices, secure uploads and WhatsApp follow-ups in one tenant-isolated workspace.

Private S3 vault Audit hash chain DPDP readiness
ToSure

CA firm workspace

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What ToSure does

Everything a CA firm needs to get documents in on time

Recurring compliance, generated for you

GST, TDS, ROC and audit work repeats on its own schedule with the right checklist, due date and client attached. Nothing is typed twice.

Document requests on WhatsApp

Requests and reminders go out from your firm's own WhatsApp Business number, with approved templates and delivery status for every message.

A private upload link for clients

Your client taps one link, sees exactly what is pending and uploads from a phone. No app, no password, no email attachments.

A vault, not an inbox

Every file is virus-scanned, versioned, readable in the browser and stored privately. Approve or reject with a reason, and the client is told.

Ask fifty clients at once

Bulk requests send the same checklist to a whole service group, then track who has replied and who has not.

Roles that match your office

Owner, Senior CA and Article Assistant out of the box, plus custom roles that narrow access further. Articles see only the clients assigned to them.

Built for the DPDP Act

Consent records, purpose limits, retention periods, legal holds, data-principal requests and a tamper-evident audit trail are part of the product.

Plans, GST invoices and a message wallet

Pay by UPI, card or netbanking through Razorpay. Every payment produces a proper GST invoice you can download.

1 Add your clients and services

Import or add clients, attach the services you do for them, and record consent.

2 Connect WhatsApp once

An eight-step guided setup connects your WhatsApp Business Account, registers the number and syncs templates.

3 Let it chase for you

ToSure raises the work, sends the request, collects the files and tells you what is still missing.