Documentation
OptiVida documentation
The certificates, financial statements, CMA reports and Form 3CD tax audits you issue every day — and how to make each one.
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Start hereWhat OptiVida is, how it is organised, and how to set it up.PlatformThe things every product shares: clients, CA profiles, credits and your account.Tally ConnectorThe small Windows app that lets OptiVida read your books. Required for statements, CMA and tax audit.OptiCertificateNet worth, visa, bank loan, income tax verification and tender turnover certificates. No Tally needed.OptiReportsCMA reports for your bank, and Form 3CA/3CB + 3CD tax audit reports. Both read from Tally.OptiFinancialsBalance Sheet, Profit and Loss and all 28 notes for a non-corporate entity, in the NCE V1.2 format.OptiLedgerA client's bank statement in, vouchers in the client's Tally company out — with you deciding the ledger for every line.OptiScrutinyA period's vouchers read against ten tests, with every exception yours to answer for.TroubleshootingThe things that actually go wrong, listed by what you see on screen.ReferenceTerms, conventions and keyboard shortcuts.