Every Completed Job Should Become Revenue.
Connect completed work with billing and collections so you can see what has been billed, what has been collected, what is pending and what still needs attention.
WORK COMPLETED
Task finished in Practice OS
BILLING
Service master rate applied
INVOICE
Live GST bill generated
COLLECTION
UPI QR or bank transfer
REVENUE VISIBILITY
Ledger & partner view
YOUR FIRM MAY BE DOING THE WORK.
BUT IS EVERY JOB BECOMING REVENUE?
A return gets filed. A notice gets handled. A consultation gets completed. An advisory job gets delivered. A client request gets resolved. The work is done. But billing can still get delayed, forgotten or missed.
COMPLETED WORK
Completed work can sit in staff records without triggering billing, leading to delayed invoices.
OUT-OF-SCOPE WORK
Advisory, notice handling or additional services get delivered to clients without an invoice being raised.
PENDING COLLECTIONS
Invoices are raised but payment follow-ups depend on memory, spreadsheets or scattered messages.
ADVANCES
Client retainers and advance balances become difficult to track across ongoing engagements.
“REVENUE DOESN’T LEAK BECAUSE YOUR TEAM DOESN’T WORK.
IT LEAKS WHEN COMPLETED WORK ISN’T CONNECTED TO BILLING.”
THE REVENUE YOU CAN’T SEE IS THE REVENUE YOU CAN’T RECOVER.
Many CA practices rely on memory, spreadsheets and manual follow-ups to identify what should have been billed. Use our diagnostic tool to estimate the unbilled work and pending dues sitting in your firm.
Calculate Your Firm's Revenue Leakage
Enter your practice figures to estimate unbilled completed work and pending dues needing active collection.
Enter numbers on the left and tap Calculate to see your estimated revenue needing attention.
This figure represents completed firm effort sitting unbilled or uncollected. KDK Revenue & Billing OS brings this back into active workflow.
FROM WORK COMPLETED TO REVENUE COLLECTED.
Connect Practice & Workflow directly with Revenue & Billing so completed work doesn't disappear between delivery and billing.
WORK COMPLETED
A client job, filing, notice reply or advisory service is completed in Practice OS.
BILLING
Completed work surfaces for billing instead of relying on manual memory.
INVOICE
Create professional invoices using configured services and rates.
COLLECTION
Share invoices and payment details with clients and track receivables.
VISIBILITY
See billed, collected, pending and unbilled revenue across the practice.
BILL FASTER. WITH LESS MANUAL WORK.
Everything your team needs to create, share and manage billing — in one connected workspace.
Live Invoice Builder
Create invoices with GST calculated automatically as you build them, reducing mathematical errors.
Smart UPI QR Codes
Add payment QR codes for the exact amount due directly on client invoice PDFs.
Credit & Debit Notes
Issue and track financial adjustments while maintaining a clear and accountable invoice trail.
ICAI Fee Guide
Use ICAI fee recommendations as a benchmark reference when defining service rates.
Quick WhatsApp Sharing
Share invoices and payment reminders instantly through WhatsApp or email in one click.
Clear Client Ledgers
See what each client owes, payment history and current balance in one structured view.
STOP REDECIDING YOUR FEES EVERY TIME.
Set services and fee structures once through service masters so your team can bill consistently instead of rebuilding pricing every time.
- ✓Centralised Service Master: Predefine service descriptions, SAC codes, and standard fees.
- ✓Client-Specific Billing: Customise rates for retainers or special client agreements.
- ✓Automatic GST Calculation: Real-time tax computation based on service rates.
- ✓Professional Invoice Generation: Produce brand-compliant invoices in seconds.
FROM QUOTE TO INVOICE. WITHOUT BREAKING THE FLOW.
Bring quotations, acceptances, invoices, payments, and ledgers into one connected billing journey.
RAISING THE INVOICE ISN’T THE END.
KNOW WHAT’S PAID. WHAT’S PENDING. AND WHO NEEDS FOLLOW-UP.
Illustrative Aging Breakdown
Illustrative Sample DataKNOW WHERE YOUR FIRM’S REVENUE STANDS.
Get partner-level visibility across billed, collected, pending and unbilled work without compiling numbers from disconnected spreadsheets.
Client Receivables Ledger (Sample Data)
| CLIENT | INVOICE # | AMOUNT | DUE DATE | STATUS |
|---|---|---|---|---|
| Apex Enterprises | INV-2026-089 | ₹45,000 | 15 Aug 2026 | Paid |
| Global Logistics Pvt Ltd | INV-2026-088 | ₹85,000 | 20 Aug 2026 | Pending |
| Zenith Tech Solutions | INV-2026-087 | ₹30,000 | 05 Aug 2026 | Follow-up |
EVERYTHING YOU NEED TO RUN THE BILLING JOURNEY.
Live Invoice Builder
Build GST invoices with real-time automated tax calculations.
Smart UPI QR Codes
Embed auto-generated UPI payment QR codes on invoices.
Credit & Debit Notes
Issue and link adjustment notes directly to invoices.
ICAI Fee Guide
Reference ICAI fee recommendations when setting rates.
WhatsApp & Email Sharing
Share invoices and billing reminders instantly with clients.
Clear Client Ledgers
Structured breakdown of billed, paid, and outstanding balances.
Service Masters
Predefine service rates to ensure consistent practice billing.
Receivables Visibility
Partner-level view over outstanding dues and payment status.
REVENUE DOESN’T WORK ALONE.
A completed task can trigger billing.
A client payment updates the financial picture.
Client communication keeps collections moving.
KDK Software connects these workflows instead of treating them as separate systems.
STOP RUNNING BILLING ON MEMORY.
- ✕“Was this billed?” — Completed work sitting unbilled
- ✕“Did the client pay?” — Payment status unclear
- ✕“Which invoices are pending?” — Spreadsheets scattered
- ✕“Did we charge for that extra work?” — Service missed
- ✕“Where does this client’s balance stand?” — Unclear ledger
- ✓COMPLETED WORK — Automatically surfaced for billing
- ✓BILLING STATUS — Clear view across all firm services
- ✓INVOICE STATUS — Issued, shared, and tracked live
- ✓COLLECTION STATUS — Dues visible for follow-up
- ✓CLIENT LEDGER — Billed, paid, and balance in one place
WHAT CHANGES WHEN BILLING IS CONNECTED TO THE WORK?
LESS REVENUE LEAKAGE
Completed work is easier to surface for billing before it gets forgotten.
FASTER BILLING
Create and share invoices without unnecessary manual re-entry steps.
BETTER COLLECTION VISIBILITY
Know what is billed, collected, and pending across every client engagement.
PARTNER-LEVEL CONTROL
See the practice's overall financial picture without compiling spreadsheets.
REVENUE & BILLING SOFTWARE FOR CA FIRMS
Dedicated revenue and billing software for CA firms helps practices manage services, fee structures, invoices, collections, receivables and client balances in one connected system. In many traditional practices, invoice management for CA firms remains disconnected from compliance execution, leading to unbilled tasks and delayed payments.
KDK Software goes beyond standalone CA firm billing software or basic invoice software for CA firms by connecting completed practice work directly with billing, collections, client communication and revenue visibility within the complete KDK OS.
By implementing unified revenue management for CA firms alongside billing and collection management and receivables management for CA firms, practice partners gain complete control over client ledgers. As a core component of practice management software for CA firms, KDK Software ensures that completed jobs convert smoothly into billed revenue.
FREQUENTLY ASKED QUESTIONS
What is revenue and billing software for CA firms?
Revenue and billing software for CA firms helps practices manage services, fee structures, GST invoices, payment collections, receivables, and client ledgers in one connected system.
How can KDK Software help prevent revenue leakage?
KDK Software links completed compliance, notice handling, and advisory tasks directly to billing, ensuring no completed job remains unbilled or forgotten.
Can completed work be connected to billing?
Yes. When a job or compliance task is completed in Practice & Workflow OS, it automatically feeds into Revenue & Billing OS to prompt invoice creation.
Can I create GST invoices?
Yes. The Live Invoice Builder automatically calculates GST in real time as line items, quantities, and rates are entered.
Can I share invoices through WhatsApp?
Yes. Invoices and payment reminders can be shared directly with clients through WhatsApp or email in one click.
Can I track pending payments and receivables?
Yes. KDK Software features real-time receivables dashboards showing billed, collected, pending, and unbilled amounts alongside aging breakdowns.
Can I manage client ledgers?
Yes. A structured Client Ledger breaks down total billed amounts, total payments received, pending balances, and current statuses client by client.
Can KDK Software handle credit and debit notes?
Yes. You can issue, track, and link credit and debit notes directly to original invoices to maintain an accountable billing trail.
How does Revenue & Billing connect with Practice & Workflow?
Revenue & Billing OS connects seamlessly with Practice & Workflow OS, Client OS, and Compliance OS within KDK Software, ensuring data flows without re-entry.
DON’T LET COMPLETED WORK STOP AT “DONE.”
Turn completed work into billing, billing into collections, and collections into clear revenue visibility.