Every client, in one portal
Manage all your clients from a single dashboard — pre-filled returns, clean books and reconciliations — while your clients invoice on their own and you stay in control.
Do more clients in less time
A practitioner workspace that removes the repetitive work from compliance.
Client dashboard
Switch between clients and entities without re-logging.
Pre-filled returns
GSTR-1, 3B and 2B prepared and validated for review.
Bulk reconciliation
Reconcile 2B and books across many clients fast.
AI assistance
Ledger scrutiny and notice-reply drafting with AI.
Secure access
Role-based access and a clear audit trail.
Priority support
Dedicated support for partner practices.
Grow your practice with Lekha
Manage every client from one place and reclaim your month-ends. Start free with LekhaBooks.
How a CA practice runs multiple clients on one portal
The busiest part of practice is rarely the accounting itself — it is switching context between clients, chasing data and re-doing reconciliations. Here is how that month typically compresses.
Onboard a client
Add a new entity to the partner portal without opening a separate login or license.
Switch, don't re-login
Move between client dashboards from one account, with role-based access and a clear audit trail.
Reconcile in bulk
Match 2B against books across several clients at once instead of one reconciliation at a time.
File with confidence
Review pre-filled GSTR-1, 3B and 2B per client, then file — and draft notice replies with AI assistance when needed.
Separate Tally licenses vs one partner portal
Practices that manage each client on a separate Tally license or a personal spreadsheet tracker usually hit the same wall at month-end. Here is what a partner portal changes.
| What you need | Separate client files | LekhaBooks partner portal |
|---|---|---|
| Switching between clients | Re-login or re-open each file | One dashboard, instant switch |
| GST return prep | Prepared client by client | Pre-filled and validated per client |
| 2B reconciliation | One at a time, manually | Bulk reconciliation across clients |
| Staff access control | Shared logins, no audit trail | Role-based access with audit trail |
| Notice handling | Drafted from scratch each time | AI-assisted scrutiny and reply drafting |
Built for growing practices, not just solo filers
Whether you run a solo practice with fifteen clients or a small firm with articled staff handling forty, the constraint is the same: partner time is the scarce resource, and every hour spent on manual reconciliation is an hour not spent advising. The partner portal is built to give that time back.
Onboarding a practice usually starts with your five or six largest clients, migrating their opening balances, and expanding from there as staff get comfortable with the dashboard. Existing Tally data can be brought in as opening entries, so clients do not lose their financial history when they move over.
Questions CAs and practitioners usually ask
Can my clients invoice on their own while I stay in control?
Yes — clients can raise their own invoices in their entity while you retain oversight and access through the partner portal, without bottlenecking them on you.
How is client data kept separate?
Each client is a distinct entity with its own books; role-based access and an audit trail control who on your team can see or touch what.
Can I assign different staff to different clients?
Yes, access can be scoped by role and by client, so junior staff see only the entities they are assigned to.
Does it help with GST notices, not just returns?
AI-assisted ledger scrutiny and notice-reply drafting are built in, so responding to a notice starts from a draft, not a blank page.
Is pricing per client or per practice?
Plans are built around managing multiple clients from one practice account — see the pricing page for current per-client details.
Can I move an existing client off Tally mid-year?
Yes, clients can be onboarded at any point in the financial year; opening balances are entered once and reconciliation continues from there.
Can articled staff use this without full partner access?
Staff accounts can be scoped to specific clients and permissions, so trainees can work within their assigned files without seeing the full practice.