Filio
Practice management OS for CA firms — billing, clients, compliance
The compliance deadline problem
CA firms handle dozens of clients, each with ITR, GST, audit, and ROC deadlines that shift every quarter. Partners were maintaining shared Excel files — multiple versions, conflicting edits, no notifications when something was overdue. Missed deadlines meant penalty exposure for the firm and damaged client trust. DPDPA 2023 added a new layer: any client data stored digitally now required explicit consent tracking and deletion workflows.
Context
- No single source of truth for client compliance status
- Deadline tracking spread across emails, WhatsApp, and spreadsheets
- Client billing reconciled manually each month
- DPDPA 2023 requires consent tracking for all client data
Our approach
Key decisions
Schema-first with Drizzle ORM
Designed the full data model — clients, tasks, deadlines, billing — before any UI. Every schema change is tracked via migration files, not manual SQL.
DPDPA compliance by design
Client data consent, purpose limitation, and deletion workflows are built into the data layer from day one. Not a checkbox added at the end.
Automated recurring deadline engine
Compliance tasks are generated from each client's service profile. Partners see what's due this week without hunting through spreadsheets.
Razorpay billing tied to delivery
Invoices are generated automatically when a service milestone is marked complete. Month-end billing reconciliation went from 4 hours to zero.
Results
What we achieved
2023 compliant
Compliance types tracked
Manual billing reconciliation
Time to production
Stack used
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