Practices that run better
with Rezlance
Honest stories from CAs and CA firms who switched from spreadsheets and chaos to a system that actually works.
"I recovered ₹2.4 lakh in fees I was forgetting to bill every year"
Amit Sharma, CA
Proprietor, Amit Sharma & Co.
Amit had been practising for 11 years, managing over 120 clients from his two-person office in Andheri. He tracked everything on an Excel sheet — GST due dates, ITR deadlines, TDS challan deposits. It worked, mostly. Until it didn't.
"I would finish the work, file the return, and then forget to raise the invoice. Or I'd raise it two weeks late. Some clients I was billing monthly retainers that hadn't been revised in four years. I had no visibility into what I was actually earning or what was outstanding."
After switching to Rezlance, Amit started logging time against each engagement. Within the first month, he discovered he was doing work for 23 clients that he had never properly billed for — either because the invoice was never raised or the scope had expanded informally.
"The compliance dashboard meant I stopped having a nagging fear that something was overdue somewhere. Everything was visible. And the time tracking showed me the actual value I was delivering — which gave me the confidence to charge for it."
Amit now sends proposals to all new clients before starting work, and his billing is systematically tracked through Rezlance. He estimates recovering approximately ₹2.4 lakh annually in fees that previously went uncaptured.
With four partners and eighteen staff handling over 300 active clients, Kapoor & Partners had grown past the point where any one person could see the whole picture. GST tasks would be assigned during morning meetings, but by afternoon no one could confirm what had actually been completed.
"We operated on trust and WhatsApp. Which worked until we had a penalty notice for a client whose GSTR-3B one of our juniors had believed was filed but actually wasn't. That was a wake-up call."
The firm implemented Rezlance firm-wide. Every compliance task — GSTR-1, GSTR-3B, TDS challan deposits, ITR filings, ROC annual forms — was created as a recurring Rezlance task assigned to a specific team member with a due date. When staff completed a filing on the government portal, they marked it done on Rezlance.
"Partners can now see the entire firm's compliance status in a two-minute review. We know exactly which tasks are pending, which are overdue, and who owns each one. The culture of accountability changed within a few weeks."
The firm also reports significantly faster monthly billing, as time logs are captured throughout the month and invoices can be generated at month-end without reconstruction.
"Penalty notices stopped the day we gave everyone a task list they could not ignore"
Vikram Kapoor, FCA
Managing Partner, Kapoor & Partners
"Our proposals now win clients before the first meeting is even over"
Deepa Nair, CA
Partner, Nair & Krishnamurthy CA
Deepa and her partner Krishnamurthy ran a mid-sized practice in Indiranagar focused on technology startups and e-commerce clients. Their work was solid but their business development process was not. New client enquiries were handled over WhatsApp, fees were quoted verbally, and engagements began without written agreements.
"We had a startup client dispute our fee eight months into the engagement because there was nothing written down. It was uncomfortable for everyone, and we ended up absorbing the difference just to maintain the relationship. We decided that had to change."
With Rezlance's proposal tool, the firm now sends a formal, branded proposal within minutes of any new enquiry. The proposal outlines the services, scope, and fees clearly, with a digital acceptance mechanism. Clients sign off before any work begins.
"The response from clients has been remarkable. Several have told us that our proposal looked more professional than the Big 4 firm they had spoken to previously. It sets an entirely different tone for the relationship from the very first interaction."
Since implementing structured proposals, Deepa reports that the firm has raised its average engagement value by approximately 40%, with far fewer fee negotiations and no further scope disputes.
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