Client guide
How to use TBA with your accountant
Getting started
This takes about a minute.
- 1
Open your firm’s link
Your accountant sends you a link, usually on WhatsApp. Tap it. No link? Go to “Find an accountant” on this website and search for your firm by name or city.
The link from your accountant
- 2
Tap “Continue with Google”
Choose your Google (Gmail) account. There is no password to make and no long form. Use the same Google account every time, so your chats and papers are always there.
Join page
- 3
Give your name and mobile
The first screen says “Welcome” and asks for your name and mobile number. You do this only once. Your accountant uses the number to call you.
Welcome screen
- 4
Put TBA on your phone (optional)
On the join page, tap “Download the app”. TBA then opens from your home screen like any app — no app store needed. On iPhone, tap Share, then “Add to Home Screen”.
Join page → Download the app
Ask for what you need
Talk to your accountant’s office in the chat, just like WhatsApp.
- 5
Say what you need
Open Messages, or tap the purple “Ask AI” button at the bottom of any page. Write in simple words, for example “I need GST registration for my shop”. The assistant asks a few questions about your business in one list. Answer them in one message if you can. When a person needs to look at it, the chat tells you, and someone from the firm replies within 10 hours.
Messages · Ask AI button
- 6
Read and sign your quote
Your quote comes in the chat. It shows each service, its price and the total with GST. The prices come only from your accountant’s own price list. Read it, then sign with your finger on the screen. You can download the signed copy any time.
Messages · Contracts
Pay safely
You pay your accountant directly. TBA never asks you to pay anywhere else.
- 7
Pay with the “Pay now” button
After you sign, a “Pay now” card appears in the chat. Pay by UPI (GPay, PhonePe, Paytm), card or net banking. Most firms take payment in up to three parts: the first part to start, the next ones as the work moves ahead. You get an invoice for every payment.
Messages · Tasks → Pay now
Send your documents
A clear photo from your phone is enough. No scanner needed.
- 8
Send the papers on the list
After your first payment, the chat shows the list of papers your accountant needs, a few at a time. Tap the + button next to the message box and pick up to 5 photos or PDFs at once, or use the Documents page. Each paper is ticked off the list when it arrives. Your accountant checks them and tells you if anything is missing.
Messages · Documents
- 9
Monthly bills
Send your sales bills, purchase bills and bank statement whenever you have them — you don’t have to wait to be asked. Use “Upload bills” on the Documents page, or in the chat called “Documents bot”, and pick the month they are for (last month or this month). Many at once is fine. The Documents bot replies in that chat and tells you if a bill is from the wrong month or not in your business’s name. Some firms also send a message each month listing what to send.
Messages → Documents bot
Follow your work
You never need to call to ask “what is the status?”.
- 10
See every step
My Progress shows where your work is: quote, payments, documents and the work itself. It also shows the name and phone number of the person from the firm handling your case. They may call you when an OTP comes to your mobile — for example for GST registration.
My Progress
- 11
Get reminders
Your firm sends reminders and news to the bell at the top of the screen. On the notifications page, tap “Get alerts on this device” to see them on your phone even when TBA is closed.
Bell at the top → Notifications
Where things are
The menu at the top of your portal. On a phone, tap the three lines at the top right to open it.
- Dashboard
- Your home page: what is new and what to do next.
- My Progress
- Where your work stands, and who is handling it.
- Tasks
- Things to do — payments to make, papers to send.
- Messages
- Your chat with the firm and its assistant.
- Documents
- Every paper you have sent, and whether it was accepted.
- Contracts
- Your quotes, signed contracts and invoices.
- Bell
- Reminders and news from your firm.
Common questions
Do I have to pay to use TBA?
No. TBA is free for you. You only pay your accountant for their work, through the Pay now button.
Which Google account should I use?
Any Gmail account. Use the same one every time — if you sign in with a different one, you will see an empty portal.
Which files can I send?
Photos (JPG, PNG) and PDFs. A clear photo from your phone is fine — keep the whole page in the picture and avoid shadows.
Nobody has replied. What should I do?
When the assistant hands your question to a person, someone from the firm replies within 10 hours. If it is urgent, call the person shown on My Progress.
I joined the wrong firm.
If nothing has started yet, just open the right firm’s link and sign in again. If you already have quotes, papers or messages with a firm, write to us from the Contact page and we will sort it out.
How do I sign out?
On a computer, tap the exit icon (an arrow leaving a door) at the top right. On a phone, open the menu (the three lines at the top right) and tap the same icon at the bottom.
Still stuck? Ask in your chat, or contact us.