Name: Pyngyn ClientSpace
Brand: PYNGYN
Price: 999 INR
Availability: InStock

Question 1

Do my clients have to pay anything to access their Client Portal?

Accepted Answer

No, never. All client portal guest accounts are 100% free and unlimited on all plans. Your clients receive secure magic links, view their deliverables, approve drafts, and upload requested documents at zero additional cost to them or your firm.

Question 2

How does the 7-day free trial work?

Accepted Answer

You get full access to Pyngyn ClientSpace for 7 days with no credit card required. You can invite your team, add real client portfolios, import spreadsheets, and test practice workflows before making any commitment.

Question 3

Can we switch between monthly and annual billing?

Accepted Answer

Yes. You can switch between monthly and annual billing at any time from your practice settings. Annual billing provides an immediate 20% discount (equivalent to getting over 2 months free).

Question 4

What is the difference between Pyngyn Professional and Pyngyn Business?

Accepted Answer

Pyngyn Professional (₹999/user/month) covers all essential day-to-day operations: tasks, projects, client spaces, team collaboration, firm knowledge base, standard workflows, and client communication. Pyngyn Business (₹1,599/user/month) adds full practice superpowers: live workload analytics with auto-rebalancing, 4-eye partner review gates, AI project planning & status reporting, and firm-wide executive reporting.

Question 5

How does Pyngyn handle statutory deadlines and compliance workflows?

Accepted Answer

Pyngyn ClientSpace organizes compliance schedules, task checklists, and statutory target dates (such as GST and Income Tax filing milestones). It streamlines document collection, client follow-ups, and internal review queues so your team never misses a statutory deadline.

Question 6

How do you protect client financial data and working papers?

Accepted Answer

All client records and audit files are encrypted with 256-bit AES at rest and in transit via TLS 1.3 in ISO 27001-certified data centers. Your data is isolated per firm, and under no circumstances is confidential client financial information used to train public AI models.

Question 7

Can we import our existing client master list from Excel or CSV?

Accepted Answer

Yes. ClientSpace includes a 1-click spreadsheet importer that automatically maps entity names, PAN/GSTIN numbers, contact persons, and industrial sectors. For Business and Enterprise plans, our practice onboarding team assists with your migration.

Question 8

How do cancellations, prorated billing, and refunds work?

Accepted Answer

You can cancel your subscription at any time directly from your account billing settings. Cancellation stops future automatic renewals while your practice retains full access through the end of your current paid billing period. Plan upgrades and additional practitioner seats are prorated for the remaining days of your billing cycle. Payments for the ongoing billing period are non-refundable.

Feature / Capability	Professional (₹999/mo)	Business (₹1599/mo)
Tasks & Projects
Task Lists & Kanban Boards Interactive task execution tables, status columns, priorities, and flexible Kanban views
Project Timelines & Milestones Structured phases, engagement milestones, and deliverable target tracking
Due Dates & Target Tracking Custom due dates, recurring task schedules, and statutory filing target milestones
Spreadsheet Importer (Excel / CSV) 1-Click import of client master records and task lists with column auto-mapping
Client Spaces & Portal
Branded Client Spaces Dedicated, private portal for each client branded with your firm's name and logo
Frictionless Magic Link Access Clients log in securely via 1-click magic link with zero passwords to remember
Unlimited Client Guest Accounts Invite client directors, accountants, and finance heads at zero additional cost	Unlimited	Unlimited
PBC Document Request Checklists Structured document intake lists with real-time status (Requested → Uploaded → Approved)
Deliverable & Report Downloads Secure client access to finalized tax computations, reports, and acknowledgments
Collaboration & Knowledge
Team Collaboration & Discussions Internal comments, query notes, @mentions, and discussions linked directly to tasks
Firm Knowledge Base & SOPs Centralized practice documentation, standard operating procedures, and compliance guidelines
Activity Feeds & Audit History Chronological activity logging across all tasks, client spaces, and deliverables	90-Day History	Unlimited History
Workflows & Client Communication
Practice Workflows & Checklists Standardized workflow templates for routine accounting, tax, and audit procedures
Client Portal Messaging Direct, contextual client communications attached directly to deliverables and requests
Analytics, Permissions & AI (Business Plan)
Practice Workload Cockpit Live capacity meters displaying practitioner allocations, active filings, and bottlenecks
1-Click Workload Auto-Rebalance Redistribute pending deliverables from overloaded staff or article assistants with one click
4-Eye Partner Review Gates Mandatory verification gate requiring partner or manager sign-off before deliverable dispatch
Granular Role Hierarchy Role-based permissions tailored for Partner, Manager, Senior Associate, and Article Assistant	Standard Roles	Enforced Hierarchy
Live Effort Tracking & Timers Track actual hours spent vs budgeted fees with persistent companion timers	Basic Tracking	Full Timers & Meters
AI Project Plan & Workflow Builder Generate end-to-end task breakdowns, milestones, and deliverables automatically
AI Status Reports & Risk Detection Automated synthesis of blocked tasks, pending client approvals, and deadline risks
Practice-Level Executive Dashboards Cross-client visibility into partner capacity, filing completion rates, and team throughput
Storage, Security & Support
Encrypted Document Vault Storage Bank-grade 256-bit AES encrypted secure client document storage	25 GB Storage	100 GB Storage
Support Channels & Onboarding Direct assistance from practice operations specialists	Email & Help Center	Priority Support

Predictable pricing designed for CA & accounting practices.

Pyngyn Professional

Pyngyn Business

Compare Pyngyn Professional vs Business

No Client Surcharges

Built for CA Hierarchy

Zero Data Lock-in

Questions about ClientSpace plans?

Enterprise-grade, by default.

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