vanshOS is the operations layer that protects the time you actually trained for.
You asked a client for one file. Their staff took a day to collate it. By the time it landed, you were three things deep into something else. The client thinks you're slow. You think they are. Neither of you is. The workflow is.
A practising CA loses more time to coordination overhead than to any single tax-code complexity.
None of this is what you trained for. The promise here is plain: less of the clerical effort, richer working papers out the other side.
Six moments your week is actually made of. Everything here is the clerical layer: the chasing, the formatting, the reconciling. The judgment stays entirely yours; we just clear the desk in front of it.
The client's books are already in the workspace. No "send me the file" emails.
Rules trained on one client carry to the next, so the same maps stop being re-typed.
CSV, Excel, PDF, and scanned or photographed passbooks, read with OCR. Mapped once, remembered.
Every action time-stamped and attributable: professional-indemnity protection by default.
One login, every client. Jump between books from the keyboard.
Ad-hoc, saved, or scheduled: working papers bundled and validated, ready to file.
Access is granted account by account, never all-or-nothing. A client shares the books you work on and keeps the rest private. Revocable in one click, audit-logged on every action.
Not on a roadmap slide. These ship today, across every client you're granted.
Every filing, renewal and deadline on one forward calendar, per client and across the book.
Missing nominations, maturities coming due, and compliance flags surfaced before they bite.
PAN, Aadhaar, TAN, GST, CIN, DIN and roles across every entity, in one register.
FDs, RDs, bonds, PPF, SCSS, demat, real estate, insurance, consolidated and reconciled, not just "statements."
Generate a complete, print-ready Family Book from a client's live data in one pass: net worth, every holding and passbook, nominees, statutory identities, insurance and continuity notes. The kind of year-end artifact that makes a client keep you for a generation.
A shared workspace and history, so the relationship doesn't live in one person's inbox.
"We run our high-touch clients on vanshOS" is a differentiator when you pitch.
Partner-set categorisation rules propagate to the whole team, every client.
Households arriving without a CA are matched to participating professionals by city and specialisation.
Claim a workspace and run your whole book at no cost — full system, every module.
No migration project, no export from your existing tools. An invitation, and we handle the rest.
One click, free. Your firm's home for every client book.
By email. Each accepts and grants you access account by account.
White-glove import (including scanned statements via OCR) and initial rules, done for you.
Inside the product, a page lets you rate each proposed capability Must-have / Nice / Not for me, leave a note, and tell us what we missed. The CAs in the room shape the product the CAs out there will use.
A note in good faith: vanshOS is evolving quickly. A few capabilities shown here are on the near-term roadmap and may not yet be active in every workspace. We'd rather show you the direction than overstate the present.
