What TBB CA does
- Submit Voucher — read a purchase, expense or sales invoice with AI/OCR (or import an Excel sheet), review the extracted lines and ledger, and post straight into the client’s TallyPrime company.
- Submit Bank Statement — import a statement as PDF, CSV or image; TBB CA auto-classifies each line into Receipt, Payment or Contra (learning your past choices) and posts to Tally.
- Client Engagement — an Intake Queue of documents clients sent in, a traffic-light Status Board of period-end / return status, and Bulk Reminders to nudge clients for their books.
- Saathi mobile pairing — your clients install the Saathi phone app to send documents and see your reminders; your in-office staff pair a CA-Staff phone to review submissions.
- Multi-machine office — several TBB CA seats can share one office folder and serve many client companies together, with no manual coordination.