Manage due dates, documents, staff time and fees across your practice.
Chartered accountant firms run indirect tax, withholding, income tax, company filings and audit work on accounting software, government portals and a spreadsheet tracker, with client documents arriving by chat and email. The practice layer adds jobs by due date, document requests with counted reminders, staff time against fees and a partner view of what is stuck and why.
Your firm files sales tax returns every month, withholding returns every quarter, income tax returns and tax audits every year, and company registry filings and statutory audits in between. The calendar rarely empties.
The filing tools themselves work well. Knowing which client is stuck, on what and for how long is harder, because each person keeps a private tracker.
Before each due date, staff message clients for sales registers, purchase bills, bank statements and salary tax certificates. Documents return by chat, email and memory stick, and are saved in folders by client and month.
Articled assistants prepare returns in your ledger software or tax software and file on the sales tax, income tax and company registry portals. A partner reviews the larger ones. The acknowledgement and the payment receipt are saved somewhere, and status lives in a shared spreadsheet updated by whoever remembers.
Audits bring working papers, confirmations and partner sign-off numbers. Billing is per return, per assignment or on retainer, and collection often waits until the season ends.
What goes wrong for chartered accountant firms without a proper system.
What we would build for chartered accountant firms.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for chartered accountant firms.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
Ready products that fit chartered accountant firms.
Each one is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then. You are not paying to build the basics again.
CA Practice Management Software
Client masters, compliance calendar and due dates, document collection, staff allocation, timesheets, queries and fee billing for chartered accountant firms.
Learn moreBank Reconciliation Software
Statement import, automated matching, part payments and bank charges, an exception list with reasons, month-end sign-off, the bank reconciliation statement and an audit trail.
Learn moreOther products in the same sector as chartered accountant firms.
The business modules chartered accountant firms use most.
Each one is also available on its own, or inside a system built for you.
- Contact & Account Management
- Task Management
- Document Management
- Project Time Tracking
- Invoice Management
- Collections and Payment Follow-Up
- Client Portal
- Service Reminders
- Bank Reconciliation
- Audit Trail
- Data Migration and Import
- Workflow and Approvals
- Multi-Branch Consolidation
- Report Builder
- Collaboration Management
- Finance and Accounting Reporting
- Performance Management
- Roles and Permissions
- Tax Management
- Tax Return Data
- Withholding Tax Management
- All business solutions
All solutions by area
- Applicant Tracking (5)
- CRM (8)
- Finance & Accounting (10)
- Helpdesk (4)
- Human Resources (13)
- Inventory Management (5)
- Project Management (7)
- Manufacturing (6)
- Procurement (4)
- Sales and Distribution (6)
- Field Service (5)
- Statutory and Compliance (4)
- Retail and POS (4)
- Bookings and Appointments (3)
- Subscriptions (2)
- Assets and Fleet (4)
- Platform (6)
- Analytics (2)
- Documents (1)
Where AI can help chartered accountant firms.
Each one reads records you already keep, and a person approves every decision.
Tools chartered accountant firms often connect.
The services behind it.
Business Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreCustom Software and Product Engineering
Software built around how your business actually runs, when nothing off the shelf fits without workarounds.
Learn moreData Engineering and Business Intelligence
Dashboards that answer the owner’s Monday questions without anyone building an Excel sheet first.
Learn moreCybersecurity and Application Security
Logins, roles, backups and data exposure checked, so a staff exit or a lost phone is not a crisis.
Learn moreAll our other services
- Software Maintenance, Support and Rescue
- AI and Intelligent Automation
- API and System Integration
- ERP, CRM and Business Software Implementation
- UI/UX Design and Prototyping
- Cloud Engineering and Managed Infrastructure
- DevOps & Automation Services
- QA and Software Testing
- Performance Engineering
- IoT and Edge Computing
- Technology Strategy and Product Consulting
- E-Commerce and Digital Commerce
- MVP Product Development
- Web and Mobile Application Development
- SaaS Product Development
- WhatsApp Business API and Chatbots
- Data Migration and Moving Off Spreadsheets
- Training and Adoption
- Data Protection and Privacy Readiness
- Tax and e-Invoice Engineering
- Managed IT Support
- Dedicated Team and Staff Augmentation
- Business Intelligence and Reporting Tools
- Cloud Cost Optimisation
- Global Compliance and Localisation
Written for chartered accountant firms.
Practical notes on running the business, not product marketing.
How the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, accounting reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
The work we have published.
We only name clients whose work is published. None of them is in this trade; they show how the team works, not that it has built for this trade.
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Loan proposals, recoveries and commissions sit on one record, with a person attached to every state change, so a business handling a bank’s money can show where each rupee went.
Read the case studyQuestions chartered accountant firms ask before they call.
Does it replace our accounting or tax software?
No. Nothing is filed from here. You keep filing on the portals with the software you trust, and this records what was filed and keeps the proof.
Is there a sign-off number log or a digital signature register?
No. There is no field for a professional sign-off number and no digital signature certificate register. The job holds the acknowledgement number, the filed copy and the payment receipt. Either register would be separate work.
Who can see a client’s papers?
The staff on that client’s jobs, and the partners. Access rules are set during implementation, and an article’s login is withdrawn when their term ends.
Is there a ready practice management tool we should use?
A few exist for accountancy practices and are decent. A single practitioner with twenty clients should stay on a spreadsheet. Custom work suits firms whose partner reporting or client portal does not fit those screens.
How is a practice with many clients quoted?
Partners and staff who log in, the client masters and fee terms that move over, and the portals or ledger tools to connect all count. The compliance calendar and the document request portal each carry a line, set after both have been shown with your client list.
What should a firm gather before we begin?
Bring the client list with fee terms, the shared status spreadsheet, a sample document request, filed acknowledgements and a recent notice file. Timesheets from articled staff help. Name a partner and a manager who can check screens.
What happens to filed copies and client masters if the firm exits the system?
The firm keeps its client masters, fee terms, filings and notice files. Any of them leave as spreadsheets or documents on request. The practice holds the code itself. Authors of the screens remain on call for repairs.
What happens after I share my requirements?
An engineer reads what you send and replies within one business day. We then look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough. You get a short written summary ordered by priority, with no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. That first review settles the scope, and the cost goes into a written proposal before any work starts.
Bengaluru areas with many chartered accountant firms.
Part of these wider groups.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements