Who it is for
Practising chartered accountants, accounting and tax firms, and consultants who keep books or prepare GST, TDS and payroll returns for small and medium businesses.
What MyRecords gives you on a client’s system
- Your own login, free. Users are unlimited, so adding you costs the client nothing. Invite your CA gives you the Accounts access pack by default, or a read-mostly one such as Accountant (external CA), until a date the client sets.
- GST work from the books. GSTR-1 and GSTR-3B worked out from the client’s invoices and bills, as files for the GST portal; GSTR-2B matched from the downloaded file; an ITC register; e-invoice and e-way bill upload files.
- TDS on purchases. Deductions, amounts to deposit, challans, and the quarterly return as an Excel workbook to key in or import.
- Payroll statutory files. PF ECR and ESI upload files, professional tax for 20 states and Puducherry, and wage registers.
- Month-end in one place. Bank reconciliation with suggested matches, trial balance, profit and loss, balance sheet and Schedule III notes.
What partners get from us
- A direct line to the people who build the compliance features. When a rule changes or a portal rejects a file, you tell us and we fix it.
- A walkthrough of the compliance screens on the demo company, before you recommend anything.
- Help when your client moves, including a check of opening balances with you before go-live.
- Referral terms agreed with each partner, in writing.
What we ask
- Recommend MyRecords only where it fits the client.
- Tell us plainly when a figure, a file or a rule looks wrong.
- If you would like to review our GST and payroll guides, say so when you apply. Those guides are still waiting for an expert review.
How to join
Fill in the form on the partners page and choose “CA or accountant”. We call to talk it through.