Working with your CA
Your CA's seatis free.
Give your accountant the Viewer role: read-only, with every report and export, and it never uses a seat on your plan. They stop asking for spreadsheets; you stop sending them.
Outstanding & ageing · as of 22 Sep 2026
CSV · Excel · PDF
| Client | Not yet due | 1–30 days | 31–60 days | 61–90 days |
|---|---|---|---|---|
| Konkan Coast Traders | — | 42,480.00 | — | — |
| Northfield Organics | 1,06,200.00 | — | — | — |
| Hill Road Bakers | — | — | 8,260.00 | 3,540.00 |
| Total | 1,06,200.00 | 42,480.00 | 8,260.00 | 3,540.00 |
Sample figures · the other reports: sales register, GST summary, HSN summary, payments
No. 01How it works
Month end, without the email.
- 01
Invite them
As a Viewer, from Settings. They sign in with their own account.
- 02
They pick the period
The sales register, the GST summary by GSTR-1 table, the HSN summary.
- 03
And the buying side
Purchase register and ITC summary, the bank reconciliation, both ledgers.
- 04
They export
CSV, Excel or PDF, on Business and Enterprise.
No. 02What the Viewer reads
Everything, changes nothing.
Shaped like the return
B2B, B2CL, B2CS, table 8 nil-rated, exempt and non-GST, HSN and CDNR or CDNUR.
Reconciles to itself
Gross beside net for credit notes; claimable plus not claimable plus blocked equals the tax on bills.
The bank
Accounts, lines and reconciliations, read-only.
Their own sign-in
Your CA signs in with their own Varynt account, not a shared password, and you can remove the seat at any time.
No. 03Plans
Which plan has it.
| Capability | Starter | Business | Enterprise |
|---|---|---|---|
| GST reports: sales register, GST & HSN summaries, ageing | Not included | Included | Included |
| CSV / Excel / PDF export | Not included | Included | Included |
| Purchases: vendors, bills & expenses | Not included | Included | Included |
| Banking: accounts, statement import & reconciliation | Not included | Included | Included |
The Viewer seat is free on every plan; the reports it reads come with Business and Enterprise. Compare every plan
No. 04Questions
Asked before buying.
01Can the CA change anything?
No. The Viewer role reads; only Owners, Admins and Accountants change books. If your CA does your bookkeeping too, give them the Accountant role, which uses a seat.
02Does it file returns for my clients?
No. It prepares the figures; filing stays with you.