Invite your Chartered Accountant

Add your CA as a read-only workspace member. They see everything they need to file — nothing they can accidentally change.

Your Chartered Accountant needs to see your books to file your returns. Finocket has a first-class CA / accountant role — read-only workspace access, so they can review and export but never accidentally change anything.

Invite your CA

Open Profile → Team.
Tap Invite member.
Enter their email address. Phone is optional.
Pick the role: Accountant / CA (read-only) or Assistant (read + write, for a staff member who books entries).
Send the invite. The next time your CA signs up or signs in with that email, they're automatically added to your workspace.

What they see

Signed in as your accountant, they land on their Portfolio dashboard — one card per client workspace they've been invited to. Each card shows:

Client's display name + GSTIN.
Total outstanding across all unpaid + overdue invoices.
Last GSTR-8 reconciliation snapshot period + a badge indicating whether it was clean or had material diffs.
Next GSTR-1 + GSTR-3B due dates.
"Open workspace" button that switches into that client's books.

Inside a client's workspace, every screen carries a "Read only" banner. The Add button is hidden. Every write button (Edit, Delete, Save) is either hidden or greyed out with a tooltip explaining why. RLS at the database level enforces the same rule server-side — even a direct API call couldn't change anything.

What they can do

Review every invoice, payment, expense, visit — including their PDF renderings.
Open every report: Day Book, Cashbook, Outstanding, Client Ledger, GSTR-1, 3B, 8, ITC summary, TDS summary, Hand-to-CA.
Download every export as CSV or PDF.
Raise a support request tagged to their client workspace.

Hand-to-CA ZIP

If your CA doesn't want to sign in to Finocket for every filing, the Hand-to-CA ZIP gives them one archive containing every invoice + statement + Day Book + Outstanding + GSTR-1 CSV + GSTR-3B PDF + a manifest describing what's inside. Share by WhatsApp or email.

Switching between clients

Your CA belongs to multiple client workspaces automatically. On their Portfolio dashboard, "Open workspace" persists the picked owner id and reloads Finocket scoped to that client. To switch, they return to /ca/dashboard and pick a different card.