Question 1

What is Bizalys?

Accepted Answer

Bizalys is practice management software designed specifically for Chartered Accountants in India. It helps CA firms manage compliance, clients, workflows, billing, and team productivity from a single platform. Built by practicing CAs with over 20 years of experience, Bizalys includes 600+ auto-triggered compliance workflows covering Income Tax, GST, TDS, ROC, Company Law, Audit, and FEMA.

Question 2

Who is Bizalys designed for?

Accepted Answer

Bizalys is designed for Chartered Accountants in India at every stage of practice. This includes sole proprietors starting systematic operations, small firms (2-10 staff), mid-sized practices (10-50 staff), and larger firms requiring custom workflows. Whether you're currently managing everything in Excel or switching from another software platform, Bizalys is built to fit how Indian CA practices actually work.

Question 3

How is Bizalys different from generic project management tools?

Accepted Answer

Bizalys is purpose-built for the Indian CA profession. It comes pre-loaded with 600+ compliance workflows for Income Tax, GST, TDS, and ROC—automatically generating tasks based on client registrations. Client management is structured for CA practices, not sales teams. Billing understands CA economics and timesheet realities. MIS reports answer CA-specific questions about practice health. Every feature comes from lived CA practice experience, not developers guessing what professionals might need.

Question 4

What makes Bizalys different from other CA software in India?

Accepted Answer

Bizalys was founded and built by practicing Chartered Accountants with over 20 years of running their own firm. Our founders are DISA-certified, bringing both CA expertise and information security knowledge to the platform. We're not a generic tool adapted for CAs—we're built specifically for how Indian CAs work. Our pricing reflects Indian CA economics (starting ₹6,000/year). Data is hosted in Mumbai-based centers with Pune backup, respecting Indian data sovereignty concerns.

Question 5

What compliance types does Bizalys cover?

Accepted Answer

Bizalys includes 600+ auto-triggered workflows covering Income Tax (ITR filing, TDS returns, Advance Tax, Appeals), GST (GSTR-1, GSTR-3B, Annual returns, Reconciliation, E-invoicing), ROC/Company Law (Annual filings, Board meetings, Statutory registers, Director appointments), Audit Management (Statutory, Tax, Internal audits), FEMA Compliance (Foreign investment reporting, ECB compliance, ODI), and custom compliance calendars for client-specific requirements.

Question 6

Does Bizalys include workflow automation?

Accepted Answer

Bizalys includes auto-triggered compliance workflows designed to standardize recurring work. For the first time you have to assign a task to the client and the system automatically generates applicable compliance tasks with correct due dates every month / quarter / half year and year. The Intelligent Engine keeps on sending reminders to clients and staff at such periods of those recurring tasks. This reduces manual task creation and ensures ownership and due work visibility.

Question 7

What reports can I generate in Bizalys?

Accepted Answer

Bizalys includes 100+ ready-to-use MIS reports for practice insights: Compliance Reports (due dates, overdue tasks, filing status), Productivity Reports (staff utilization, billable hours, task completion rates), Revenue Reports (monthly billing, client-wise revenue, receivables), Client Reports (profitability, retention metrics), and Practice Health (work-in-progress, realization rates, capacity planning). All reports support real-time data, export to Excel/PDF, and customizable filters.

Question 8

Can I manage multiple clients and services in Bizalys?

Accepted Answer

Yes. Bizalys is built for CA firms handling multiple clients across multiple services. The Client Master stores unlimited clients (within plan limits) with complete details: contact information, registrations (PAN, TAN, GSTIN, CIN), service agreements, and categorization. The 360° client view consolidates all tasks, documents, billing, timesheet data, and communication history for each client in one place.

Question 9

Does Bizalys have mobile apps?

Accepted Answer

Yes. Bizalys offers dedicated mobile apps for Android (Google Play Store) and iOS (Apple App Store) providing full practice access on the go. Features include complete client information access, task updates, document viewing/uploading, timesheet tracking, push notifications for deadlines, and secure password-protected login.

Question 10

Can Bizalys handle our firm's specific workflows?

Accepted Answer

Yes. While Bizalys comes with pre-configured workflows for standard Indian compliance, you can customize workflows to match your firm's specific procedures. Define approval hierarchies, review stages, task dependencies, and conditional logic. Create templates for recurring work patterns specific to your practice. The platform adapts to how your firm prefers to operate.

Question 11

What is the pricing structure of Bizalys?

Accepted Answer

Every plan includes full feature access—600+ workflows, client management, DMS, timesheets, billing, 100+ MIS reports, mobile apps.

Question 12

Do you offer a free trial?

Accepted Answer

Yes. Bizalys offers a 14-day free trial with demo account access. You get complete access to the entire platform—all features, workflows, and reports—using You get complete access to the entire platform—all features, workflows, and reports so you can explore thoroughly. No credit card is required to start your trial.

Question 13

Can I upgrade or change my plan later?

Accepted Answer

Yes. Your needs may change as your practice grows. You can upgrade to a larger plan anytime—you'll pay the difference for the remaining period. If downgrading, changes apply at your next renewal. If switching from monthly to annual billing, you'll receive the annual plan discount. Contact our team to discuss plan changes specific to your situation.

Question 14

Where is my data stored?

Accepted Answer

Your client data is stored in Mumbai-based secure data centers with Pune backup for disaster recovery. This dual-location approach ensures geographic redundancy—if there's a regional disruption in India, your data can be recovered from the Pune backup. All data is encrypted at rest and in transit. Our founders are DISA-certified (Certified Information Systems Auditor from ICAI), bringing technical security expertise to platform design.

Question 15

Is my client data secure in Bizalys?

Accepted Answer

Yes. Bizalys implements multiple security layers: Data Encryption (data encrypted at rest and transmitted over secure HTTPS/SSL channels), Access Controls (role-based permissions), Infrastructure Security (DDoS protection, firewalls, intrusion detection), Audit Trails (detailed logs tracking who accessed what and when), and Backup & Recovery (daily automated backups with 30-day retention). We treat your clients' sensitive information with the same care you would.

Question 16

What happens to my data if I cancel my subscription?

Accepted Answer

If you cancel your Bizalys subscription, you retain full access until your paid period ends (end of current month for monthly plans, end of annual period for yearly plans). Before your access expires, you can export your data including client information, task history, billing records, and documents. We provide guidance on data export to ensure you have everything you need for continuity.

Question 17

How do I get started with Bizalys?

Accepted Answer

Getting started is straightforward: (1) Try the Demo—Sign up for the 14-day free trial to explore features with sample data, (2) Book a Demo (Optional)—Schedule a guided walkthrough if you want to see how it works for your specific practice type, (3) Import Your Data—When ready, use Excel bulk upload to import your client list and services, (4) Configure Settings—Set up team members, roles, permissions, and activate the compliance calendars you need, (5) Start Using Daily—Begin creating tasks, storing documents, tracking time, and running your practice systematically. Setup typically takes 30-60 minutes depending on data volume.

Question 18

Can I import my existing data from Excel or another system?

Accepted Answer

Yes. Bizalys supports Excel bulk upload for onboarding and data import. From Excel: Prepare your client list with standard fields (name, contact, PAN, GSTIN, CIN, services, etc.) and upload via the import wizard. From Another Platform: Export your data to Excel format, then import into Bizalys. Historical Data: Decide which historical data matters for day-to-day operations (recent compliance filings, pending work, billing history) and carry that over. Our team provides practical guidance on data formats and import procedures.

Question 19

How long does setup take?

Accepted Answer

Initial setup typically takes 30-60 minutes for most firms: Basic Setup (30 min)—Import client list via Excel, add team members, assign basic roles. Full Setup (60 min)—Complete configuration including custom workflows, permission structures, billing rates, and calendar preferences. You can start using Bizalys core features immediately after basic setup and refine settings as you go. For firms switching from another platform, plan a phased rollout: start with new work while completing pending items in the old system.

Question 20

Do you provide training for our team?

Accepted Answer

Yes. Training and practical guidance are included: Setup Assistance (email support during initial configuration), User Documentation (comprehensive guides covering common workflows), Email Support (ongoing support as your team learns the platform), Video Tutorials (step-by-step guides for key features). Most teams become comfortable with daily operations within 3-5 days of regular use.

Question 21

What devices and platforms does Bizalys support?

Accepted Answer

Bizalys is a cloud-based platform accessible from: Web Browsers (any modern browser—Chrome, Firefox, Safari, Edge—on Windows, Mac, or Linux computers), Mobile Apps (dedicated Android app via Google Play Store and iOS app via Apple App Store for full on-the-go access), Multi-Device (access from multiple devices with all data synchronized in real-time). Since Bizalys is cloud-based, you're never tied to a single device.

Question 22

What support options are available?

Accepted Answer

Bizalys provides: Email Support (available to all users at support@bizalys.com, typically respond within one business day, Monday-Friday 10 AM - 6 PM IST), Help Documentation (comprehensive knowledge base with articles, guides, and how-to content accessible from within the platform), Setup Assistance (included with all plans to help configure correctly during onboarding), Priority Support (Enterprise)—Faster response times and dedicated support contact for enterprise plan customers.

Question 23

Does Bizalys integrate with accounting software like Tally?

Accepted Answer

Bizalys allows data export in formats compatible with popular accounting software. You can export client details, invoices, and billing data to import into Tally or other accounting systems. This enables you to maintain your accounting workflow while managing practice operations in Bizalys.

Question 24

Can different team members have different access levels?

Accepted Answer

Yes. Bizalys implements granular role-based access control. Define custom roles with specific permissions: Junior Staff/Articles (see only their assigned tasks and clients, limited document access), Senior Staff (broader client access, can approve junior work, timesheet approval rights), Managers (full operational access, team allocation, productivity reports), Partners (complete access including financial reports, strategic MIS, all client data). This protects sensitive information while giving team members the access they need to do their work effectively.

Question 25

How does billing work if we charge different rates for different services or clients?

Accepted Answer

Bizalys supports flexible billing configurations: Hourly Rates (set standard rates by team member, service type, or client category), Fixed Fees (define fixed prices for specific services like audit packages or tax filing packages), Client-Specific Rates (override standard rates for individual clients who have negotiated pricing), Service Packages (create bundled service packages with combined pricing), Hybrid Billing (mix hourly and fixed-fee services on the same invoice). The billing module adapts to how your firm actually charges clients.

Frequently Asked Questions

What is Bizalys?

Who is Bizalys designed for?

How is Bizalys different from generic project management tools?

What makes Bizalys different from other CA software in India?

Need Help?

Frequently Asked Questions

What is Bizalys?

Who is Bizalys designed for?

How is Bizalys different from generic project management tools?

What makes Bizalys different from other CA software in India?

Need Help?