Client master & engagements
Client profiles, entities, services, credential vault and engagement terms.
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Software for CA & CS Firms
CA and CS firms manage hundreds of clients, thousands of due dates and endless document follow-ups. Our practice management software organises clients, compliance deadlines, tasks, documents and billing, so nothing slips and partners see the whole firm at a glance.
What this covers
Typical timeline
Configured modules go live in 4–8 weeks; custom builds are delivered in phases.
Who it is for
Built with input from our own CA and CS team, it follows how Indian practices work: GST, TDS, ITR and ROC calendars, staff allocation, document requests on WhatsApp, UDIN records and fee billing, with a client portal that cuts email back-and-forth.
Discuss your requirementCA firms with growing client bases
CS firms handling ROC and secretarial work
Tax and accounting practices with several staff
Multi-office professional firms
Capabilities
Client profiles, entities, services, credential vault and engagement terms.
GST, TDS, ITR, ROC and other due dates generated per client automatically.
Task allocation, checklists, reviews and workload views for partners.
Secure document requests, uploads and sharing, with WhatsApp reminders.
Timesheets, fee billing, receipts and outstanding follow-ups.
Records of certificates issued with UDIN references for audit trails.
How we work
You always know what happens next, who is responsible and what you will receive at each stage.
Typical timeline
Configured modules go live in 4–8 weeks; custom builds are delivered in phases.
Goals, users, workflows, integrations and success metrics are mapped in a workshop.
Architecture, data model, security design and a milestone plan are signed off.
Two-week sprints with a working preview you can test at every step.
Functional QA, performance checks, VAPT and user acceptance before go-live.
SLA-backed support, monitoring and a roadmap for the next phase.
Deliverables
Technology & standards
We recommend tools based on your scale, budget and existing systems, not on what is fashionable. Every choice is explained in the proposal.
Engagement models
Our existing modules configured to your workflows, with data migration and training.
Software designed from scratch around your processes, owned fully by you.
Updates, backups, user support and new features under an annual plan.
How pricing works: Pricing depends on modules, users, branches and integrations. We offer a one-time licence or a fully custom build, and quote only after a workflow walkthrough.
Get a quoteFAQs
Yes. Based on each client's registrations and services, the system generates GST, TDS, ITR, ROC and other deadlines and assigns tasks to staff.
Yes. Clients receive secure upload links or portal access, and automatic reminders go out for pending documents.
Credentials are stored in an encrypted vault with role-based access and audit logs, and the system can be hosted on your own server if you prefer.
Yes. Work can be split by partner, team and branch, with consolidated dashboards for firm management.
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