Give your CA read-only access to your GST reports.
Invite your accountant from Team. They see the reports, bills and costs your GST return needs, check them for mistakes, and download the files. They cannot change anything in your outlet.
How to invite your CA
- Invite your CA from TeamPick Accountant (CA) and send the invite. The role is already set, so there is nothing to configure.
- Your CA logs in with their own accountThey land on Reports & exports, read-only. If more than one of your outlets invites them, they switch between your outlets in the same login.
- They run the Filing check and download the filesThe check lists what needs a look before the return, bill by bill. Downloads has the tax summary and the CSV and PDF files.
- They mark your items doneSpot something your CA should see? Tap Add to CA report. It shows up in their Filing check, and they mark it done with a note you can read.
What your CA sees: GST summary, bills and purchases
- Yours after GST
- Total sales
- GST to pay
- Delivery apps
- Tax summary, with a preview
- Any report as PDF or CSV
- Bills tax CSV
- GSTR CSV
- Tax invoice PDFs
- Buyer GSTIN errors
- IGST on in-state B2B bills
- Bills voided after the month
- Delivery-app orders
- Items with no HSN
What your CA can and cannot do
Your CA can
- Open Reports & exports: Summary, Downloads, Filing check
- Open any bill as a tax invoice
- See the Insights sales table
- See other costs and purchases
- Switch between your outlets that invited them
- Mark your items done, with a note
Your CA cannot
- Take a bill or a payment
- Edit or void a bill
- Change your menu or prices
- Change your settings or team
- Change anything about money, your plan or credits
The honest caveats
Your CA works from what you bill in Biller. The figures are only as complete as your billing.
- Figures are estimates from your Biller data. Your CA confirms them. Sales billed outside Biller, and costs or purchases you never entered, are not in them.
- Unlimited plan only. Accountant access is not on the free trial.
- Your CA still files the return. Biller gives them the figures, the check and the files. Filing happens on the GST portal, by your CA.
- Read-only means a fix is yours to make. If a bill is wrong, your CA tells you which one, and you correct it.
Questions owners ask about CA access
How do I send my GST data to my CA?
You don't have to. Invite them from Team as Accountant (CA). They log in with their own account and download the tax summary, bills tax CSV, GSTR CSV and tax invoice PDFs themselves.
Can my CA change or delete my bills?
No. Every screen they see is read-only. The only thing they add is a done mark and a note on items you put in their report.
Does my CA have to pay for Biller?
No. Their login is free. Accountant access is part of your Unlimited plan, from ₹499 a month. It is not on the free trial.
Does Biller file my GSTR-1 or GSTR-3B?
No. Your CA files the return on the GST portal. Biller gives them the figures, the Filing check and the files.
Are the GST figures in Biller final?
No. They are estimates from your Biller data. Your CA confirms them.
Can my CA see all my outlets?
They see each outlet that invites them, and switch between those outlets in one login. Each outlet shows its own GSTIN.
What happens if I leave Unlimited?
Your CA's access pauses. Nothing is deleted, and access comes back when you return to Unlimited.
Your CA is one invite away.
See plansFree for your CA · from ₹499/mo · not on the free trial