# DuesPe - full facts and FAQ

> Client fee tracking and WhatsApp reminders for CA firms and professionals. Website: https://duespe.com

## Key facts

- For: chartered accountants, tax and GST consultants, bookkeepers, company secretaries, auditors (India).
- Does: client list; services and fees per client (once, monthly, quarterly or yearly) with an optional billing date for existing clients; invoices and receipts; payments (permanent, corrections are void-and-reissue); pending and overdue fees; one-tap pre-written WhatsApp reminders sent from the user's own WhatsApp; enquiry and follow-up tracking; staff (manager) access.
- Security: authenticator-app MFA and 4-digit M-PIN app lock, both required by default for new professional firms; each firm's data is separate; payment records are never edited.
- Does NOT: file GST or income-tax returns; replace accounting software such as Tally or Zoho Books; produce GST tax-breakup invoices (not yet); store client documents; bulk-import clients from a spreadsheet (not yet); integrate with Tally.

## What DuesPe does not do

- It does not file GST or income-tax returns, and does not replace your filing portal or compliance software.
- It is not accounting software. Keep your books in Tally, Zoho Books or whatever you use now; DuesPe handles client fees, dues and follow-ups.
- Invoices do not yet carry a GST tax breakup.
- It does not store client documents.
- There is no bulk import from a spreadsheet yet, and no integration with Tally.

## General questions

### What is DuesPe?
DuesPe is fee tracking and client management software for CA firms, tax consultants, bookkeepers and other professionals in India. It keeps your client list, the services and fees for each client, invoices, payments and WhatsApp payment reminders in one place, so you can see which clients owe you fees and remind them.

### Who is DuesPe for?
Chartered accountants, tax and GST consultants, bookkeepers, company secretaries, auditors and similar small professional practices that bill clients fees, often yearly or on a recurring basis, and chase those fees by phone or WhatsApp.

### Does DuesPe file GST or income-tax returns?
No. DuesPe does not file returns and is not compliance software. It manages your own practice: clients, fees, invoices, payments and reminders.

### Is DuesPe accounting software like Tally or Zoho Books?
No. It is not a general ledger. Keep your books where they are today. DuesPe tracks what each client owes you for your services, records the payments you receive and helps you follow up on dues.

### Can DuesPe send WhatsApp payment reminders to clients?
Yes. For each client with a pending fee, DuesPe opens WhatsApp with a polite reminder already written, addressed to that client. You review it and tap send from your own WhatsApp number.

### Does DuesPe create GST invoices?
Not yet. It creates invoices and receipts for the fees you charge, but they do not currently carry a GST tax breakup.

### Can fees repeat every year, and on a date I choose?
Yes. You can set a client's service fee to repeat yearly (or quarterly, monthly or once). When you add an existing client you can also set the billing date, for example 1 April, so the fee falls due on their real cycle rather than on the day you entered them.

### How is client data protected?
New CA and professional firms start with sign-in by authenticator app (MFA) and an app-lock M-PIN required for every staff login. Each firm only ever sees its own data, and payment records are never edited: a mistake is voided and reissued, so the history stays intact.

### Is there a free trial, and how much does DuesPe cost?
Yes. You get 2 weeks free with the whole product and no card. After that DuesPe is a flat monthly plan for the whole firm: Starter at ₹499 a month or Pro at ₹1,999 a month, not per client or per user.

### Does it work on a phone?
Yes. DuesPe runs in your phone's browser as well as on a computer, so you can record a payment or send a reminder while you are out of the office.

## Pricing questions

### How much does DuesPe cost?
DuesPe has two flat monthly plans: Starter at ₹499 per month and Pro at ₹1,999 per month. Both include the whole product with unlimited clients, services and staff logins. You start with a free trial and no card.

### Do you charge per client?
No. The price is per account, not per client. Adding more clients does not raise the bill.

### What is the difference between Starter and Pro?
Both plans are the whole product. Pro includes more WhatsApp messages (5,000 a month instead of 500) and priority support on WhatsApp.

### Is there a free trial?
Yes. You get 2 weeks free with every feature, no card needed. You create your account and start straight away; nobody has to call you first.

### What happens when the free trial ends?
Your data stays. Every screen still opens so you can look at your records, but saving new entries is paused until you subscribe to a plan.

## CA practice management software for client fees and follow-up (https://duespe.com/ca-practice-management-software)

DuesPe is practice management software for CA firms that looks after the money side of the practice: your clients, the services and fees for each, invoices, payments and WhatsApp reminders. It does not file returns or replace your accounting software.

### What is CA practice management software?
Software that helps a CA firm run its practice: its clients, the work it does for them, billing and follow-up. DuesPe covers the clients, fees, invoices, payments and reminders side. It does not file GST or income-tax returns.

### Does DuesPe replace Tally or Zoho Books?
No. DuesPe is not accounting software and keeps no general ledger. Keep your books where they are; use DuesPe to track what each client owes you and to follow up.

### Is it safe for client financial data?
New CA firms start with authenticator-app sign-in (MFA) and an app-lock M-PIN required for every staff login, and each firm only sees its own data. Payment records are never edited.

### How much does it cost for a CA firm?
Starter is ₹499 a month and Pro is ₹1,999 a month, for the whole firm and not per client or per user, with a free trial and no card.

## Client fee tracking software: see who has paid and who has not (https://duespe.com/client-fee-tracking-software)

DuesPe tracks each client's professional fees, the payments you receive and what is still pending, so you can see who owes you what without adding up a spreadsheet. Fees can repeat yearly, quarterly or monthly, and you can remind a client on WhatsApp in one tap.

### How do I track professional fees for many clients?
Record each client with the services and fee for each, enter every payment as it arrives and review the list of clients with a balance each week. DuesPe keeps that list and shows pending and overdue fees.

### Can fees repeat every year automatically?
Yes. Set a service fee to repeat yearly, quarterly or monthly and the next due follows that cycle. For an existing client you can set the billing date.

### What if I record a payment wrongly?
You void it and enter it again. Payment records are never edited, so there is always a trail of what happened.

### Is there a charge per client?
No. Plans are flat per account: ₹499 a month on Starter and ₹1,999 on Pro.

## Fee reminder software for CA firms: WhatsApp reminders in one tap (https://duespe.com/fee-reminder-software-for-ca)

DuesPe lists the clients whose fees are pending or overdue and opens WhatsApp with a polite reminder already written and addressed to each one. You read it, change anything you like and tap send from your own WhatsApp number.

### Does DuesPe send WhatsApp reminders automatically?
Today each reminder opens in your own WhatsApp, pre-written for the client, and you tap send. Fully automatic sending is not available yet; it depends on WhatsApp approving message templates.

### Can I edit the reminder before sending?
Yes. It opens as an ordinary WhatsApp message that you can change before you send it.

### What should a fee reminder say?
Name the service and amount, say how to pay and keep the tone polite. DuesPe pre-writes it; you can also copy the examples in our guide to WhatsApp fee reminders.

### Does it cost extra to send reminders?
No. One-tap reminders from your own WhatsApp are included on every plan.

## Software for tax consultants and GST practitioners (https://duespe.com/software-for-tax-consultants)

DuesPe helps tax consultants, GST practitioners and bookkeepers keep their clients, yearly and monthly fees and pending payments in one place, and remind clients on WhatsApp. It is built for a small practice, often one person on a phone, not for a large firm.

### Is DuesPe suitable for a solo tax consultant?
Yes. It is built for small practices, runs in a phone browser and has a flat price per account, so a solo consultant is not paying per user.

### Does DuesPe file GST returns?
No. It is not compliance software. It manages your own practice: clients, fees, invoices, payments and reminders.

### Can I use it for bookkeeping clients billed monthly?
Yes. Set the service fee to repeat monthly and DuesPe tracks each month's due and what has been paid.

### How much does it cost?
Starter is ₹499 a month and Pro is ₹1,999 a month, per account, after a free trial with no card.