All your clients and engagements, organised in one place
Rezlance gives your firm a complete client directory with contact details, assigned services, compliance status, documents, and communication history - all on a single client card.
Onboard new clients without the paperwork chaos
Set up a new client in minutes. Add their details, assign services, configure their compliance requirements, and invite them to their client portal - all from a single onboarding flow.
Know exactly what you're delivering to every client
Map each client to the services your firm provides - GST filing, tax audit, ROC returns, bookkeeping, and more. Track service status, renewal dates, and fee arrangements without switching tools.
Assign work across your team without the confusion
Assign client tasks to specific staff members with due dates and priority levels. Track who's working on what, and flag tasks that are running late - so partners always have a clear view of workload.
Hear it from our customers
CA firms use Rezlance to manage more clients with the same team, without dropping the ball.
"We grew from 60 to 140 clients in a year. Without Rezlance's client management, that would have been impossible with our team size. Every client's engagement is accounted for."
Sunita Kapoor
Managing Partner, Kapoor & Partners
"The client card in Rezlance is the first thing I open each morning. It tells me everything - what's pending, who I need to call, what documents are missing. It's my practice at a glance."
Deepak Sharma
Senior Partner, Sharma & Co.
"Onboarding used to take us a week of back-and-forth emails. With Rezlance, a new client is set up the same day - services assigned, portal access granted, and their first compliance task already in the calendar."
Neha Agarwal
Director, Agarwal Tax Advisors
Ready to run a
smarter practice?
Manage every client, every service, and every deadline from one place. Rezlance is built for CA firms that want to scale without the chaos.