One view of every lead
Capture client details, requirements, priority and follow-up dates in a calm, organised pipeline.
Ready for a calmer way to manage cases?
Give your clients and team the clarity they deserve.
Create your free workspace →A better way to run your firm
Every client case, finally in flow.
Finhouz brings leads, service-specific workspaces, documents and team collaboration into one thoughtful place for CAs and Advocates.
✓Document verified
Form 16 added to Aarav's case
Form 16 added to Aarav's case
ACTIVE LEAD
ASAarav SharmaIncome Tax Return
IN REVIEW72% complete
DOCUMENT CHECKLIST
ITR filing
PAN CardVERIFIED
Form 16VERIFIED
Investment proofPENDING
A single source of truth for modern professional firms
LEADSWORKSPACESDOCUMENTSPAYMENTSACTIVITY LOGS
The operating system for your practice
Less admin work. More meaningful work.
Everything you need to move a case from first enquiry to a confident completion—designed with simplicity at its core.
Smart service workspaces
ITR, GST and Sale Deed cases reveal only the client fields and information relevant to that work.
Document clarity
Service-level checklists make it obvious what is uploaded, verified, missing or awaiting review.
Complete case history
Every upload, note and status change is captured in one transparent activity timeline.
Private by default
CAs and Advocates work only on leads assigned to them, while admins stay in control.
Payments in context
Keep fees, amounts received and pending balances connected to the client case they belong to.
A simple workflow
Built around the way your team already works.
Give everyone a clear next step, without complicated process or a dozen disconnected tools.
Create and assign the lead
The Admin adds a client requirement and routes it to the best CA or Advocate for the work.
Collect the right information
The selected service opens a focused workspace with the right fields and document checklist.
Progress with confidence
Update status, add notes, verify documents and complete the case with a full audit trail.
Made for every role
A workspace that feels personal to every professional.
Everyone gets the information and controls they need—without exposing the information they do not.
Firm owner / Admin
Stay close to the whole firm while effortlessly directing work where it belongs.
- Add CAs and Advocates
- Create and assign leads
- Monitor work and payments
Chartered Accountant
Work through tax and compliance cases in a workspace designed for precision.
- ITR and GST service details
- Tax document checklists
- Case notes and status updates
Advocate
Keep every legal matter, property record and client detail structured in one place.
- Sale deed information fields
- Property document checklist
- Access to assigned cases only
Care built into every interaction
Your clients trust you. Your workspace should too.
Role-based access
Professionals only see the leads assigned to their own account, protecting client confidentiality.
Validated document uploads
Supported document files are checked server-side and every upload has a clear 10 MB maximum size.
Always traceable
Build confidence with a chronological record of the work completed on every individual case.
⌁
Private case workspace
Assigned access, validated documents and an activity history—kept together for every client.
Built for busy firms
Clear enough to make a difference from day one.
★★★★★“Our ITR cases finally follow one consistent process. The document checklist has saved us countless follow-up calls.”
★★★★★“It is much easier to see what is pending on a sale deed and keep every property document in the right case.”
★★★★★“Nobody has to ask who owns a lead. I can assign it, see progress and manage the firm from one place.”
Frequently asked questions
Everything you need to know.
Who can create and assign leads?
Firm owners and Admin users can add leads, choose the required service and assign the work to an active CA or Advocate.
How do service-specific workspaces work?
When a service like ITR, GST Registration or Sale Deed is selected, the lead workspace displays the relevant information fields and document checklist.
Is there a document size limit?
Yes. Documents are checked on the server and cannot be larger than 10 MB. The workspace also makes upload and verification status easy to see.
Can professionals see all firm leads?
No. CAs and Advocates only see leads assigned to their own account. Admins retain full oversight and can reassign work when needed.
Your firm, in flow