Invite-only CA network

Your clients already know
what they owe. Now you do too.

Every client who scans their tradebook on Fynr generates a structured report — flagged, FIFO-matched, and CA-ready. They arrive at your desk with the work already done. You verify, advise, and file. No data archaeology.

2,409
Trade lots matched per
client in a typical scan
60s
Time to generate a
CA-ready report
₹0
Data entry your team
does to get started

Every March is the same story.

Your clients walk in with a year's worth of trades they don't understand, and you have two weeks to untangle it all.

📁
Clients hand you raw broker statements and expect you to figure it out
No FIFO matching. No gain/loss classification. No holding period calculations. Just a raw XLSX and a deadline. You do the data work, not the advisory work.
🔁
You catch the window-closed losses after it's too late to do anything
Client sold FEDERALBNK in April instead of March. That loss can't offset this year's gains anymore. You flag it in your notes. It happens again next year.
⚠️
F&O traders who filed ITR-2 last year because nobody caught it
Business income filed as capital gains. Wrong form, wrong computation, scrutiny risk. The client didn't know. Their previous CA didn't flag it. You're cleaning it up now.
💸
You're doing ₹500 data entry work on a ₹5,000 advisory engagement
Your value is the advice — which gains to book, which losses to harvest, how to structure next year differently. Instead you're reconciling trade logs at midnight.
How the partnership works

Your clients scan. You advise.

Fynr handles the data layer. You handle the judgement layer. That's the division of labour that makes both of you more valuable.

01
Client uploads their tradebook to Fynr
Any broker — Zerodha, Groww, Upstox, Angel One. Fynr runs FIFO matching on every lot, classifies STCG/LTCG/loss, checks P&L arithmetic, and flags F&O instruments. Takes 60 seconds.
02
Client requests a CA connection through Fynr
They fill in their name, phone, and trade type. Fynr routes the lead to you with the full report attached — every flag, every saving opportunity, the regret engine output.
You see the report before the first call
03
You reach out — already prepared
You know their STCG, their unabsorbed losses, their F&O position. The first conversation is advisory, not administrative. No "can you send me your broker statement?" emails.
04
You file. Client is satisfied. They come back next year.
Fynr clients who connect with a partner CA have context for why good filing matters. They're not price shopping — they're buying the outcome of not leaving money on the table.
Higher retention, easier renewals

What partner CAs get

Not a lead. A briefed client.

📋
Full Fynr report on every lead
Every client introduction includes their complete scan — FIFO-matched lots, all flags, savings identified, regret engine output. You read it in 3 minutes and walk into the first call prepared.
🎯
Pre-qualified intent
Clients who request a CA connection through Fynr are actively trying to file correctly — not just ticking a box. They've already seen their tax liability. They're motivated.
CA workspace (coming soon)
A dedicated portal to manage your Fynr clients — invite clients directly, see all their reports in one place, mark flags as verified, generate your own CA-signed outputs.
🔒
Invite-only — limited spots
We're not building a directory. We're building a small, trusted network of CAs who understand trading clients. Quality of introduction over volume of leads.
📈
Fixed referral fee — no rev share complexity
Simple structure. We charge a fixed onboarding fee for partnership access and a small per-client introduction fee. You keep 100% of your filing revenue. No ongoing percentages.
🤝
Co-marketing opportunities
Partner CAs get listed on Fynr as verified experts. As our user base grows, your visibility with active traders grows with it — a community that specifically needs what you offer.
Partnership pricing

Transparent from day one.

Fynr CA Partner — Invite Only
Early Partner Access
We're onboarding the first cohort of CA partners before public launch. Early partners help shape the product, get the lowest fees we'll ever offer, and are listed first when clients search for a CA.
Full report on every client introduction
Early access to CA workspace portal
Listed as a Fynr Verified CA
Direct input into product roadmap
Founder-level support — WhatsApp direct

Pricing shared on application. We keep early partner fees low deliberately — we're building a relationship, not a transaction.


Tell us about your practice.

We review every application personally. We're looking for CAs who work with active traders — equity, F&O, or both — and want a smarter way to onboard them.

We'll review your application and respond within 48 hours on WhatsApp. Your details are not shared with anyone outside Fynr.
✓ Application received
We'll review it and reach out within 48 hours on WhatsApp. Early cohort spots are limited — we prioritise CAs with active trading clients who can give us real feedback before we open the network wider.

In the meantime, try the scanner yourself with one of your client's files — it'll give you a feel for what your clients will see.