Accounting & tax
Keep booked work and ClearTax in step.
ClearTax is an Indian tax platform for income tax filing, GST returns and compliance. A practice sells hours. The diary that promises them and the ledger that bills them should describe the same week.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Consultation booked
- 2Duration and fee recorded
- 3Reconciled against ClearTax
Illustrative flow, not a screenshot of a connected account.
What ClearTax brings to your booking workflow
Billable time starts as booked time
What was agreed in the diary is what reaches ClearTax, instead of being reconstructed at month end.
Deadline season has structure
Cap how many filing consultations a day can hold so the last week of the quarter stays survivable.
Client meetings with a paper trail
Every consultation carries its date, duration and attendees without anybody writing a note about it.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Define consultation types
Filing review, advisory, onboarding — each with a length and a price if you charge one.
- 2
Set seasonal limits
Daily caps and buffers so deadline weeks do not fill past what the team can deliver.
- 3
Reconcile one week
Compare a week of appointments with what ClearTax recorded for it.
Where ClearTax sits in the catalogue
ClearTax is one of the connectors a particular kind of business layers on top of the core stack.
Browse the full catalogueWhere this connection helps
CA & accounting practices
Ledgers, filings and verification. A practice runs on its books and on what it can prove about a client. ClearTax belongs to that stack, and udaybooking books the appointments it produces.
Books and filing
The catalogue files ClearTax under books and filing, one of the jobs that decides when an appointment should be offered, confirmed or moved.
ClearTax questions
Does this post invoices into ClearTax?
What syncs depends on your plan and setup. udaybooking owns the appointment; ClearTax owns the books. Confirm the link before you rely on it.
Can we market to prospects from here?
For Indian CA practices, outbound prospecting tools are switched off in line with ICAI ethics. Inbound booking is the supported path.
Is ClearTax available on my plan?
ClearTax is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with ClearTax.
Set up your booking page, connect what you already use, and let people pick a time that works.