CA & Tax Firm Suite
Practice management for CAs and tax firms juggling 50-500 clients: documents, deadlines, filings and team workflow in one place.
- Client and engagement directory
- Document collection and storage
- Deadline and filing calendar
- Task assignment across the team
The problem
A practice runs on deadlines. Miss one and it costs a client.
CA and tax firms manage hundreds of clients, each with their own filings, documents and due dates: GST returns, TDS, ITR, ROC, audits. Most firms track all of it across spreadsheets, WhatsApp groups and a partner's memory. Work falls through the cracks, juniors chase the same documents twice, and nobody has a single view of what's due this week.
The solution
Every client, every deadline, every document, in one place.
CA & Tax Firm Suite gives a practice one system for its entire client book. Documents, filings and due dates sit together, each client's status visible at a glance, work assigned across the team and tracked to completion. Partners see the whole practice; staff see exactly what's theirs to do today.
Client & engagement directory
Every client, entity and engagement in one register: contacts, PAN/GSTIN, services subscribed, and history.
Document collection & storage
Request, collect and store client documents securely. Automated reminders chase missing paperwork so your team doesn't have to.
Deadline & filing calendar
Every GST, TDS, ITR, ROC and audit deadline tracked per client, with alerts well before due dates.
Task & workflow management
Assign work across the team, track each task to completion, and see what's pending, in progress or done across the whole practice.
Status dashboards per client
One glance shows where every client stands: what's filed, what's pending, what's overdue.
Recurring compliance automation
Set up recurring filings once; the system raises the task, assigns it and tracks it every cycle automatically.
Billing & receivables
Raise invoices for engagements, track receivables, and see which clients owe what, tied to the work actually done.
Document templates & generation
Generate engagement letters, reports and standard filings from templates, pre-filled with client data.
Client portal
Give clients a portal to upload documents, see filing status and approve work, so it's fewer calls and emails for your team.
Team productivity reports
See workload per staff member, turnaround times, and where the practice is bottlenecked.
Notes & communication log
Every client interaction logged in one thread, so nothing depends on one person's memory.
Audit trail
Full history of who did what and when, essential for a compliance practice.
- 1
Add the client
Register the entity, services and recurring obligations once.
- 2
Collect documents
Automated requests and reminders gather what's needed.
- 3
Assign and track
Work flows to the team, every task tracked to done.
- 4
File and bill
Deadlines met, filings logged, invoices raised against the work.
Who it's for
Built for practices that live by deadlines.
CA firms
Managing audits, ITR, GST and ROC filings across a large client book.
Tax & GST consultants
Handling recurring returns for hundreds of businesses.
Company secretaries & compliance practices
Tracking statutory filings and corporate compliance for many entities.
Made for you
Built around how your practice actually works.
Customised to your practice
Tailored to your service lines, your filing workflows, your client tiers and your reports. Not a generic template you bend to fit.
Scales with clients, not staff
One team handles a growing client book because the work is tracked and automated, not manual.
Built for Indian compliance
GST, TDS, ITR, ROC and audit cycles handled correctly, and kept current.
Yours to grow
As your practice adds service lines, the system extends to cover them.
- How many clients can a CA firm manage in the suite?
- It is built for practices running 50 to 500 clients, with each client's documents, filings and due dates tracked in one place and visible at a glance.
- Which Indian filing cycles does it track?
- GST, TDS, ITR, ROC and audit deadlines are tracked per client, with alerts well before due dates and recurring filings raised automatically each cycle.
- Can the team see who is working on what?
- Yes. Work is assigned across the team and tracked to completion, with status dashboards per client and a full audit trail of who did what and when.
Pairs well with
Products that usually go alongside CA & Tax Firm Suite
A thirty-minute call. Bring the operation; we'll show you how CA & Tax Firm Suite would run it, under your brand.