Practice software for Indian CA firms

Issue, prepare, report and review from one record

Certificates built on ICAI guidance, financial statements, CMA and tax audit reports, bank entries into Tally and voucher scrutiny. You review, decide and sign.

Open the demoSee the suite
  • TallyPrime and Tally ERP 9
  • Nothing posts without approval
  • One client record
Client
FY 2025-26
Sharma Traders Pvt LtdTally company linked
Turnover + Net Worth: Tender / BidAnnexure III(ix) and III(x)ICAI format
  • Entity & Engagement
  • Tender Details
  • Turnover & Net Worth
  • Review & Issue

01 / The suite

Five modules, one practice

Grouped by the work a firm does, and every one starts from the same client.

IssueIssue certificates built on ICAI guidance35 purposes in 10 families, twelve of them GST, issued as a PDF.
PreparePrepare financial statements in six formatsNon-corporate, LLP, Schedule III Divisions I to III and NPO, tied back to Tally.
OptiLedgerTurn bank statements into Tally vouchersApprove a ledger for each bank line, and post Receipt, Payment and Contra vouchers.
ReportPrepare CMA data and the tax audit reportCMA data from Tally, an ITR or by hand, and Form 3CA or 3CB with Form 3CD.
ReviewOptiScrutinyRead a year of vouchers against ten testsEvery test is a rule, and every exception waits for your answer.

02 / How it connects

Built around the client, signed by you

  • One client record

    Add a client once, and their particulars fill certificates, the CMA and Form 3CD.

  • One Tally connection

    One Windows connector reads the books, and writes only the vouchers you approve in OptiLedger.

  • One CA profile

    Your name, FRN and membership number print on certificates, statements and the tax audit report.

  • Your decision, your signature

    AI suggests ledgers, lines and clauses, and never does the arithmetic. OptiLedger posts only what you approve; OptiScrutiny uses no AI.

03 / Free calculators

Eight calculators, free to use

For tax, lending and accounts. No sign-in.

Tax

Lending

Accounts

All calculators

Try it now

See the suite working

The full product runs at demo.optivida.co.in, with sample clients to work on. No sign-up call, no deck.

Open the live demo