Practice Management for CA Firms

Compliance on autopilot. Clients on track.

Auto-generate compliance tasks. Collect documents via WhatsApp. Track every filing to completion.

Dashboard
May 2026 · Sharma & Associates
Clients
47
Tasks
128
Filed
89
Overdue
6
GST-3B · ABC Traders
Due 20 May
Awaiting Docs
TDS Payment · Mehta Pharma
Due 7 May
Filed ✓
PF/ESI · Patel Stores
Due 15 May
Pending

How it works

01

Tasks generate automatically

On the 1st of every month, CA Practice creates compliance tasks for every active client — GST, TDS, PF/ESI, ITR, ROC, Audit, Payroll.

02

Clients upload documents

Each client gets an email and WhatsApp message with a mobile-friendly upload link. They tap, upload, done. No login, no app.

03

You track and file

Watch every task move through its lifecycle — pending, awaiting docs, filed. See what's stuck, what's late, who needs follow-up.

Not a CRM

Built for compliance, not sales

Every feature exists to help you get filings done on time.

Compliance Engine

Knows every due date

GST-3B on the 20th. TDS on the 7th. PF/ESI on the 15th. Auto-generates tasks from the compliance calendar so nothing falls through.

GSTTDSPF/ESIITRROCAudit
Smart Collection

Documents come to you

Sends requests via email and WhatsApp with a mobile-first upload link. Chases clients if they don't respond. Alerts you before deadlines.

WhatsAppEmailMobile Upload
Practice Visibility

See everything at a glance

Across all your clients and staff — what's filed, what's late, what's stuck. Operational visibility a spreadsheet can't give you.

50 Clients3 StaffReal-time

Your clients' data. Protected.

Sensitive information is encrypted, access-logged, and never leaves India.

Hardware-encrypted

PAN, Aadhaar, and bank account numbers are encrypted in a hardware-isolated enclave before reaching the database.

PAN    ABCDE****F
Bank   HDFC****1234

Audit-logged

Every access to sensitive data is immutably recorded. Know exactly who viewed what, and when.

09:15  Priya viewed PAN
09:12  Amit exported GSTIN

India data residency

All infrastructure in India. Data never leaves the country. Compliant with the DPDP Act, 2023.

Region   ap-south-1
DPDP     2023 ✓

Simple pricing

Start free. Upgrade when you grow.

Free
₹0forever

For solo practitioners getting started

  • Up to 10 clients
  • 1 user account
  • Auto-generated compliance tasks
  • Email + WhatsApp collection
  • Mobile upload portal
  • Task lifecycle tracking
Start Free
Recommended
Practice
₹1,499/month

For growing firms with a team

  • Up to 50 clients
  • 5 user accounts
  • Everything in Free, plus:
  • Staff task assignment
  • Deadline alerts & reminders
  • Priority support
Start 14-Day Trial

Questions

No. CRMs manage sales pipelines and lead tracking. CA Practice is practice management — it automates compliance workflows, tracks filings, and manages document collection. Your clients stay for years; you need a tool that manages the work, not the relationship.

GST (monthly/quarterly), TDS, PF/ESI, Income Tax Returns, ROC filings, Audit, and Payroll. Tasks auto-generate on the 1st of every month based on each client's applicable compliances.

No. Clients receive a document request via email and WhatsApp with a mobile-friendly upload link. They tap, upload, done. No app download, no login, no password.

All infrastructure is in India. Data never leaves the country. We comply with the Digital Personal Data Protection Act, 2023 (DPDP Act).

PAN, Aadhaar, and bank account numbers are encrypted in a hardware-isolated enclave before reaching the database. Every access is immutably logged in an audit trail.

Yes. The Free plan supports up to 10 clients with full functionality — auto-task generation, document collection, and deadline tracking. No credit card required.