01 / TOOLS & OPERATIONS
WorkBench
Specialist tools for finance, compliance, and everyday operations.
GST ReconciliationGST Filing TrackerValuationLitigation & Notices
Discover WorkBench ONE SUITE. THREE CONNECTED SPACES.
Work SuiteYour work.
Better connected.
Domain tools for your operations.
A home for your practice and your people.
A dedicated space for AI and auditing.
Built around the way you workFinanceOrganizationsHealthcare
MEET YOUR SUITEThree spaces.
Three spaces.
One bigger picture.
From the details of daily operations to the people and intelligence behind them — find a place for every part of your work.
02 / PRACTICE & PEOPLE
WorkSpace
A shared home for your practice, your people, and their learning.
Clients & EngagementsEngagement LettersWorkflow & TasksUDIN Dashboard
Discover WorkSpace03 / AI & AUTOMATION
WorkMind
An intelligent layer for documents, agents, automation, and audit workflows.
AI ParserPayment auditSales auditAI agents (coming soon)
Discover WorkMindA CLOSER LOOKThe right tools.
The right tools.
For the work in front of you.
Explore the scope of each space, from individual tools to everyday workflows.
01 / TOOLS & OPERATIONSFor accountants, reviewers & operations teams
WorkBench
From source records to a clearer review.
A domain-organized toolkit for the detailed work behind finance, compliance, and operations. GST reconciliation and filing, valuation, litigation and inventory each have a dedicated place.
Open WorkBenchSign in to open the tools your firm is licensed for.Chartered accountancy
GST Reconciliation
GSTR-1/3B/2B vs books, 17(5)
GST Filing Tracker
Compliance calendar, late-fee
Advisory
Valuation
DCF, comparable, NAV, Rule 11UA
Litigation & Notices
CIT(A) / ITAT reply framework
Organizations
Inventory
Stock ledger, periods, job work, audit pack
Organization managerComing soon
Manage organizational records and processes.
Healthcare
Healthcare operationsComing soon
Organize care operations and compliance reviews.
EXAMPLE WORKFLOW
A month-end GST review
- 1Upload books and GSTR-2B
- 2Reconcile and investigate mismatches
- 3Track filings and due dates
02 / PRACTICE & PEOPLEFor partners, managers & the whole firm
WorkSpace
Run the practice. Grow your people.
Clients and engagements, engagement letters, tasks, the UDIN register and MEF empanelment sit alongside the firm's learning platform — with HR and onboarding on the way.
Open WorkSpaceSign in to open the tools your firm is licensed for.Clients & engagements
Clients & Engagements
Client master, engagement wizard, EL, MRL, SQC 1
Engagement Letters
Acceptance gate, SA 210 clauses, MRL, SQC 1 continuance
Practice
Workflow & Tasks
Tasks, SOPs, approvals, recurring
UDIN Dashboard
RK & CO LLP UDIN register — partner stats, invoices, Excel import
MEF & Empanelment Tracker
Filing → panel → representation → allotment → audit lifecycle
People & learning
Knowledge Hub
Courses, assignments, forum & leaderboard — firm learning platform
Human resources (HRMS)Coming soon
Manage people, employee records, and HR processes.
Employee onboardingComing soon
Coordinate onboarding tasks for new team members.
EXAMPLE WORKFLOW
Taking on a new engagement
- 1Record the client and the engagement
- 2Issue the engagement letter
- 3Assign the work to your team
03 / AI & AUTOMATIONFor audit teams & process owners
WorkMind
A dedicated space for intelligent work.
Today WorkMind reads documents with the AI Parser. Specialist agents, automations and AI-supported sales, payment, tax and bank audits are coming next — each with a person approving the outcome.
Open WorkMindSign in to open the tools your firm is licensed for.AI & automation
AI Parser
Bank statements, GST 2B, Tally TB, 26AS
AI agentsComing soon
Organize specialist assistants for your workflows.
AutomationsComing soon
Connect recurring tasks into automated workflows.
AI audits
Payment audit
Eight rule checks over payments — duplicates, three-way match, bank, DoA, TDS/GST
Sales audit
A revenue audit programme from a sales contract, each step cited to SA / Ind AS 115
Tax auditComing soon
Organize tax reviews and compliance checks.
Bank auditComing soon
Review bank transactions and reconciliation items.
EXAMPLE WORKFLOW
Reading a document with AI
- 1Upload a statement or return
- 2Ask questions about what it says
- 3Check every answer against the source
LESS SWITCHING. MORE DOING.A workspace that sees
A workspace that sees
the whole picture.
01
Specialized, not scattered.
Domain tools stay organized by the work they belong to.
02
People at the center.
Your practice and your people's learning have a shared place alongside your operations.
03
Intelligence with purpose.
A dedicated space for AI-assisted reviews and audit workflows, with a person in charge.
YOUR NEXT CHAPTER OF WORK
Open Work SuiteMake room for better work.
Sign in to open your firm's workspace. Tools marked “coming soon” are on the way.