Build a complete practice management platform for chartered accountants with client tracking, compliance deadlines, document management, and workflow automation.
Managing multiple clients, compliance deadlines, and document flows manually creates chaos and risk.
Automated compliance calendar with reminders prevents missed ITR, GST, audit, and ROC filings that result in penalties.
All client data, documents, communications, and history in one place. No more searching across emails and folders.
Set up recurring tasks for monthly bookkeeping, quarterly GST returns, and annual compliance with auto-reminders.
Transform chaotic paper-based CA practice into an organized, efficient digital workflow.
Multiple clients with overlapping deadlines creates missed filings and penalties. Automated calendar solves this.
Client documents across email, drives, and physical files. Centralized storage with smart organization.
Client info in different places - spreadsheet, email, notes. Unified client profiles with complete history.
Chasing clients for documents and approvals manually. Automated reminders and status tracking.
Services rendered but billing delayed. Task-based billing with automated invoice generation.
No clear picture of workload, deadlines, revenue, and team utilization. Dashboard for complete visibility.
Complete functionality for client management, compliance tracking, and practice operations.
Unified client profiles with contact info, services, documents, billing history, and communication log.
Auto-populated due dates for ITR, GST, TDS, audit, ROC filings with automated reminders.
Task assignment, tracking, checklist templates, and recurring task automation for staff.
Secure cloud storage with folder structure per client, version control, and quick search.
Professional invoice generation, expense tracking, payment reminders, and revenue reports.
Secure portal for clients to upload documents, view status, approve invoices, and communicate.
Staff profiles, workload tracking, time logging, performance metrics, and role-based access.
Email and WhatsApp notifications for deadlines, task assignments, client updates, and approvals.
Revenue reports, client profitability, staff utilization, compliance status, and pipeline view.
Seamless operations from client onboarding to service delivery and billing.
Add client
Create tasks
Get docs
Complete work
Submit/notify
Invoice client
Individual chartered accountant managing multiple clients with compliance tracking and invoicing.
Multiple partners and staff managing shared client portfolio with role-based access.
Manage multiple client portfolios with task allocation to team members and quality tracking.
Handle income tax, GST, and international tax advisory with document management and billing.
Book a free consultation call to plan client management, compliance calendar, document workflow, and billing system.
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