Practice & Business Management
RoasterBiz
Compliance for tax practices. Operations for the businesses they serve.
Overview
RoasterBiz is a multi-tenant platform for tax consultancy firms and their clients. Firms manage GST, income tax, TDS and audit work with every client document and portal credential in one secure workspace; their clients run billing, inventory, POS and accounts on the same records.
Who it is for
- Tax consultancy and CA/CS firms
- Small and medium businesses
- Retailers and trading businesses
- Firm staff and client teams
The problem
What it fixes
Every feature traces back to one of these everyday frustrations.
- 01
Filing deadlines are tracked in diaries and memory
- 02
Clients’ portal passwords sit in spreadsheets
- 03
Generic software does not speak the client’s trade
- 04
Shops have no simple way to sell online
Core features
Inside RoasterBiz
Compliance workspace
GST, income tax, TDS, advance tax, audit and LLP/partnership work organised per client.
Encrypted credential vault
Portal logins for GST, income tax and banks stored encrypted, shared only with the right staff.
Client management
Client companies, documents, reminders, cases and tickets in one place.
Operation tools
Accounts, billing, purchases, inventory, POS, CRM and projects for client businesses.
Trade-aware setup
Packs for 20+ trades adapt the wording, dashboards and onboarding to each business.
Role dashboards
Owners, managers and staff each see the numbers they are responsible for.
Firm subscriptions
Plans, auto-pay and GST invoices for the firm’s own billing.
Online store and firm website
Storefront and website builder so businesses can sell and be found online.
Insights
Reading on the problems RoasterBiz solves
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Let’s talk
See RoasterBiz working for your organisation.
Book a walkthrough with the team that builds it. We will show you the screens your people would use and answer every question.