Built for Chartered Accountants
GST preparation, client records, marketplace reconciliation and GSTR-1 review in one connected workspace for CA firms. Keep every figure connected to its source evidence.
Create your CA firm workspace · Start with your first client · Filing is completed outside on the GST portalMehta Trading Co.
September 2026 · Monthly filingExplore the tabs above · illustrative interfaces with fictional data
How it works
A deliberate path from source records to a return working summary. Explore each stage of the preparation workflow.
Keep marketplace reports with the right registration and month. Clients upload through their own dedicated portal; your firm works from the same records without email chains or lost attachments.
Source files · GSTIN · Report month · Marketplace XLSX & ZIPA small working example
Three records. One difference. Select a row and inspect its source evidence. Nothing to upload. No account needed.
Choose a row. Follow the number back to its evidence.
A ₹2,000 difference is present. Inspect the source row and confirm the treatment before review.
Ready to organize your own client records?
Create your CA workspacePurposeful tools. Connected context.
Financial-year views, monthly and quarterly filing groups, and client status filters help you move from an overview into the right workspace.
Clients choose their selling platforms and upload the files configured for each one.
Readiness, return revisions and filing evidence help distinguish a working draft from a recorded filing.
SUMGST PORTAL VAULT Early access
Keep each customer’s portal logins with the right GSTIN. Open the saved site from your CA workspace and let the SumGST Chrome extension fill the login details.
Details filled. Complete CAPTCHA or OTP on the portal.
A login shortcut. Filing remains your professional action.
Two portals. One connected process.
Clients provide their records. Your firm prepares and reviews. Each portal has a clear part to play.
Simple, transparent access
Explore the CA workspace with your firm. Add unlimited client GSTINs during your trial period. Your clients access their dedicated upload portal at no extra charge.
For CA firms
Move from a client’s records to their GSTR-1 working summary, without losing which GSTIN or period you are preparing.
Explore your workspaceA product you can inspect
01Know the sourceInspect source references behind working transactions.
02Know the stateSeparate received records, preparation, review and recorded filing.
03Know the boundaryClients work with assigned GSTINs. Firm access is checked by the application.
SumGST supports preparation and review. It does not replace a Chartered Accountant’s judgement, verify statutory correctness, or automatically file a return with the GST portal.
A few practical questions
Understand where SumGST fits in your practice.
Portal Vault is an early-access feature for CA firm owners. Save logins against a customer and GSTIN, then use the Chrome extension to open the selected site and fill supported login forms. CAPTCHA and OTP remain manual. The unpacked download and setup guide are at /portal-vault; firm access must be enabled and browser verification is still in progress.
Organize client source reports, inspect transactions and return working summaries, review readiness, prepare supported exports, and record completed GST filing. It is a preparation and review workspace for CAs.
No. SumGST prepares working summaries and supported exports. After filing outside the workspace, the CA records filing evidence and marks the return as filed.
Your firm creates or links the customer's mobile login and assigns their GSTIN. The customer selects their selling platforms, uploads records for a month, and confirms when their uploads are complete.
Yes. Your firm can link additional GSTINs to an existing customer login. Records and return periods remain separate for each registration.
The workspace supports configured marketplace reports, XLSX workbooks and supported marketplace ZIP imports. Some formats use column mapping. File requirements depend on the platform configuration; arbitrary file formats are not automatically supported.
No. Every interface on this page is a labelled illustration using fictional records. The interactive sample runs in your browser and makes no customer-data or upload requests.
The Get started link opens the CA registration page. Create your firm workspace, then add or link a customer and their GSTIN. You can sign in separately if you already have an account.
Bring your GST preparation workflow into focus with a workspace built around records, reconciliation, and review.
Create a CA firm workspace · Free 14-day trial · No credit card required