01
Users & engagements
- Individual and company user profiles
- Engagement scope and responsible team members
- User portal and document request lists
Professional
Chartered Accountant CRM
Dedicated practice management and compliance tracking CRM engineered for Chartered Accountants, tax practitioners, and audit firms. Eliminates recurring 20th midnight return filing panics with automated statutory calendars (TDS 7th, GSTR-1 11th, GSTR-3B 20th), client DSC token and password vaults, automated GSTR-2B reconciliation, DRC-01C mismatch tracking, and 1-click WhatsApp retainer fee billing with dynamic UPI QR codes.
100% CUSTOMIZABLE SYSTEM
Private Workspace + Custom Website
🔒 This preview represents your internal operational workspace (backend): The options below are solely for your team's day-to-day operations, billing, and inventory.
✨ How will your customer-facing website look? Your public website layout, branding, and customer features will be custom-crafted through direct consultation to stand out uniquely.
⚙️ Full control in your hands: Any module or field in this workspace can be added, customized, or removed as needed.
Business websiteManagement workspaceCustomer & team access
A connected system for your website, your team and your everyday work.
Explore solution preview ↗Request a business visit ↗YOUR PRIVATE MANAGEMENT WORKSPACE
Chartered Accountant CRM: Internal Management Workspace
Backend Workspace
This preview represents your internal operational workspace (backend).
The options below are for your staff's daily billing, inventory, and operations. Your customer-facing public website will be custom-crafted with your brand aesthetic and layout.
💡 Any module or field in this workspace can be added, customized, or removed as needed.
Pending GSTR-3B Filings (Due 20th)
42 / 185 Clients
Unmatched ITC Risk (DRC-01C)
₹18.45 Lakhs
DSC Tokens Expiring (<30 Days)
14 Tokens
Uncollected Retainer Fees
₹8,74,500
CA Practice & User Audit Command Centre
Live Workspace Demo| User Name & GSTIN / PAN | City | Compliance Task & Period | Assigned Senior / Article | Filing Status, Challan & ARN |
|---|---|---|---|---|
| Aggarwal Agro Mills (06AAACA1122K1Z9) | Fatehabad (HR) | GSTR-3B (Oct 24) + ITC 2B Reco | Tarun (Article) / CA Rajiv | 🔴 Challan OTP Pending (₹42,800 tax due; 2B mismatch ₹64k flagged to supplier) |
| Kuber Steels Pvt Ltd (08AABCK9911P1Z4) | Rewari / Bhiwadi | ROC AOC-4 & MGT-7 Annual Filing | Meenakshi (Senior Audit) | 🟡 Partner Review (Director DSC token expired; Aadhaar e-KYC pending) |
| Apex Diagnostic Labs (07AAACD4421M1ZC) | Rohini, Delhi | TDS Q2 (Form 26Q) + Advance Tax | Vikas (Tax Associate) | 🟢 Filed & Acknowledged (ARN: AA071024098231; Fee Bill ₹15,000 WhatsApped) |
| Royal Marbles & Granites (08AAHFR3210Q1Z8) | Kishangarh / Jaipur | GST DRC-01A Notice Reply (ITC) | CA Rajiv (Partner) | 🟠 Draft Ready (18th Nov hearing; User bilty & e-way bill pending) |
No matching sample records.
Website + operational workspace
Customer-facing pages, team access and business workflows, planned together.
Active Retainer Clients
185 Corporate & Firms
Monthly Retainer Billing
₹8,45,000 / Mo
KYC & Engagement Letters
98.4% Documented
Pending Client Onboarding
4 New Enquiries
Client Practice & Retainer Engagements
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Client Code | Entity Name & Business | Engagement Scope | Annual Fee / Retainer | Account Status |
|---|---|---|---|---|
| #CL-101 | Aggarwal Agro Mills Pvt Ltd | Statutory Audit + Monthly GST & TDS | ₹1,80,000 / Year | Active (Good Standing) 🟢 |
| #CL-102 | Kuber Steels LLP | ROC Compliances + Transfer Pricing | ₹1,20,000 / Year | Active (Filing Due) 🟡 |
| #CL-103 | Apex Diagnostic Labs | Quarterly TDS & Advance Tax Planning | ₹75,000 / Year | Active (All Clear) 🟢 |
| #CL-104 | Royal Marbles & Granites | GST Litigation & Assessment Appeals | ₹1,50,000 / Case | Hearing Next Week 🟠 |
No matching sample records.
Key Module Capabilities
- Individual and company user profiles
- Engagement scope and responsible team members
- User portal and document request lists
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Due This Week (20th)
42 GSTR-3B Filings
Challans Ready for Payment
28 Challans (₹18.4L)
Pending Client OTPs
8 OTPs Pending
Penalties Prevented
100% Zero Late Fee
Statutory Compliance Calendar & Due Date Hub
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Task ID | Client Name | Filing Form & Period | Due Date | Status & Action |
|---|---|---|---|---|
| #CMP-401 | Aggarwal Agro Mills | GSTR-3B (Oct 2024) | 20th Nov | Challan Created (Awaiting OTP) ⏳ |
| #CMP-402 | Modern Autotech LLP | GSTR-1 (Quarterly) | 13th Nov | Filed & ARN Generated ✅ |
| #CMP-403 | Kuber Steels Pvt Ltd | ROC Form AOC-4 (FY 23-24) | 30th Nov | Board Resolution Uploaded 📄 |
| #CMP-404 | Apex Diagnostic Labs | Form 26Q (TDS Q2) | 31st Oct | Acknowledged (Zero Variance) ✅ |
No matching sample records.
Key Module Capabilities
- Service-wise deadlines entered by the team
- Assignment, checklist and review stages
- Reminder schedules and overdue work lists
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Documents in Cloud Vault
12,450 Files
Pending Client Signatures
6 Drafts Pending
DSC Tokens in Custody
48 Active Tokens
Storage Encryption
AES-256 Cloud Encrypted
Client Document Vault & Digital Approvals
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Doc ID | Client & Entity | Document Type | Upload Date | Approval / Sign Status |
|---|---|---|---|---|
| #DOC-901 | Aggarwal Agro Mills | Balance Sheet & Audit Report FY24 | 14 Oct 2024 | Signed with Partner DSC ✅ |
| #DOC-902 | Kuber Steels Pvt Ltd | Form MGT-7 Director Annual Return | 18 Oct 2024 | Client Approval Received ✅ |
| #DOC-903 | Apex Diagnostic Labs | TDS Form 16A Certificates (Q2) | 22 Oct 2024 | Dispatched on WhatsApp ✅ |
| #DOC-904 | Royal Marbles | Notice Reply DRC-01A (Draft) | Yesterday | Awaiting Client Review ⏳ |
No matching sample records.
Key Module Capabilities
- Financial documents grouped by user and period
- Restricted uploads, versions and review notes
- User sign-off and submission reference records
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Outstanding Fees
₹8,74,500
Overdue > 60 Days
₹1,85,000 (Follow-up)
Invoices Raised This Month
₹4,12,000 (34 Bills)
Collections via UPI / RTGS
₹3,40,000 Realized
Professional Fee Invoicing & Receivables Ledger
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Bill No. | Client Entity | Professional Service | Bill Amount | Payment Status |
|---|---|---|---|---|
| INV-2425/081 | Aggarwal Agro Mills | Statutory Audit Fee (FY 23-24) | ₹90,000 | Paid (Full RTGS) ✅ |
| INV-2425/082 | Kuber Steels Pvt Ltd | ROC Annual Filing & Certification | ₹25,000 | Due in 7 Days ⏳ |
| INV-2425/083 | Modern Autotech LLP | Monthly GST Retainer (Oct) | ₹15,000 | Paid via UPI QR ✅ |
| INV-2425/084 | Royal Marbles | DRC-01 Notice Representation | ₹35,000 | Partially Paid (₹15k Bal) ⚠️ |
No matching sample records.
Key Module Capabilities
- Recurring service fees and engagement quotes
- Invoices, receipts and outstanding follow-ups
- Partner review of fee adjustments
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
naEe taiks Ink & ayari
12 This Month
skruTonsi / 148A notis ofs
4 Active ofs
knpani Inakarporeshan lids
3 praI & et limited paIpalaIn
knsalteshan Fee sngrah
₹24,000
Notice & Consultation CRM
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| lid ID | klaInt Name & mobaIl | ofs / notis Type | snbha & it Fee | phalo-Ap Status |
|---|---|---|---|---|
| #LD-501 | +91-9812... | Inakam taiks 148A haEe- & ailyu notis | ₹35,000 | peats risi & d / draphting In Progress |
| #LD-502 | +91-9992... | naEe praI & et limited rajistreshan + startaAp | ₹22,000 | DSC & Name Apru & l phaIl |
| #LD-503 | +91-9416... | jiEsati kainsileshan re & oofshan riplaEe | ₹15,000 | Asistent kamishnar hiyaring 12 ko |
| #LD-504 | +91-9896... | NRI praatti froml 195 loAr TDS sartiphioft | ₹20,000 | pharm 13 phaIl Complete ✅ |
No matching sample records.
Key Module Capabilities
- Website enquiries and referral leads
- Consultation appointments and follow-up history
- Convert agreed leads into user engagements
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Active Retainer Clients
185 Corporate & Firms
Monthly Retainer Billing
₹8,45,000 / Mo
KYC & Engagement Letters
98.4% Documented
Pending Client Onboarding
4 New Enquiries
Client Practice & Retainer Engagements
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Client Code | Entity Name & Business | Engagement Scope | Annual Fee / Retainer | Account Status |
|---|---|---|---|---|
| #CL-101 | Aggarwal Agro Mills Pvt Ltd | Statutory Audit + Monthly GST & TDS | ₹1,80,000 / Year | Active (Good Standing) 🟢 |
| #CL-102 | Kuber Steels LLP | ROC Compliances + Transfer Pricing | ₹1,20,000 / Year | Active (Filing Due) 🟡 |
| #CL-103 | Apex Diagnostic Labs | Quarterly TDS & Advance Tax Planning | ₹75,000 / Year | Active (All Clear) 🟢 |
| #CL-104 | Royal Marbles & Granites | GST Litigation & Assessment Appeals | ₹1,50,000 / Case | Hearing Next Week 🟠 |
No matching sample records.
Key Module Capabilities
- Service pages, team profile and enquiry forms
- Publish business articles and updates
- User login for requests and work status
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
kul Active AsaInaints
58 Tasks
siniyar ri & yu stej at
12 phaIls
Partner saIn-ph Pending
6 phaIls
Aaj dedalaIn Completed
98.5% On-Time
Office Work Allocation
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| task ID | klaInt Name | phaIling / ofry Type | AsaInd Aartikal / treni | ri & yu Status & stej |
|---|---|---|---|---|
| #TSK-301 | Om saEen treding knpani | GSTR-3B ritarn deta maiching | 1st Year Article | Ready / siniyar Swati ri & yu at 🔍 |
| #TSK-302 | goyal knstrakshan pra. li. | TDS ritarn 26Q Q2 | Amit Sharma (siniyar Aartikal) | Partner nitin garg Apru & d ✅ |
| #TSK-303 | Farmer bij bhndar | baink stak dit stetaint | 2nd Year Article | draphting In Progress (phijikal Inspekshan dan) |
| #TSK-304 | raj to Ejensi | Tally | Pooja (AofUnts Asistent) | 100% & aUchar pnch / lejar rikansaIld ✅ |
No matching sample records.
Key Module Capabilities
- Employee workload and reviewer assignments
- User-wise time and work completion records
- Pending documents and deadline reports
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Web Visits Today
482 Visitors
Direct WhatsApp Inquiries
18 Direct WhatsApp Clicks
Qualified Web Leads
8 Qualified Inquiries
Average Response Time
3 Minutes Avg
Website Inquiries, SEO Content & WhatsApp Leads
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Lead ID & Timestamp | Customer Name & City | Contact Number | Requested Service / Product | Lead Status & Action |
|---|---|---|---|---|
| #LD-8401 (10:15 AM) | Amit Bansal (Hisar) | +91-98120-XXXXX | Service quotation & product brochure download | Call Completed / Quotation Sent ✅ |
| #LD-8402 (11:30 AM) | Sunita Rani (Panipat) | +91-99921-XXXXX | Pricing inquiry via WhatsApp Web | Catalog & pricing shared on WhatsApp ✅ |
| #LD-8403 (12:45 PM) | Rajesh Verma (Karnal) | +91-94160-XXXXX | In-person consultation appointment request | Meeting Scheduled for Tomorrow 11:00 AM 🗓️ |
| #LD-8404 (01:20 PM) | Deepak Goyal (Rohtak) | +91-98962-XXXXX | Bulk order institutional discount query | Assigned to Enterprise Sales Manager 📞 |
No matching sample records.
Key Module Capabilities
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Active System Users
8 Staff Members
Owner / Admin Access
2 Owners (Full Administrative Control)
Manager & Accountant Roles
3 Accounts / Billing Managers
Front-Desk & Counter Staff
3 Restricted POS Operators
User Roles, Access Controls & Approval Permissions
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| User Name & Designation | Login Mobile / Email | Assigned Role & Permissions | Discount / Credit Approval Limit | Last Login Activity |
|---|---|---|---|---|
| Naresh Gupta (Managing Director) | [email protected] | Super Administrator (Full Rights & Audit Logs) | Unlimited (Full Approval Authority) | Currently Active 🟢 |
| Amit Sharma (General Manager) | [email protected] | Branch Manager (View, Edit & Approvals) | Up to ₹50,000 Discount / Credit Approved | Today 8:45 AM |
| Swati Jain (Senior Accountant) | [email protected] | Billing & Financial Ledger Master | Invoicing, Challans & Tax Compliance Reports | Today 9:00 AM |
| Rahul Kumar (Counter Cashier) | [email protected] | Cash POS & Sales Order Punching | POS Terminal Only (Back-date & Deletion Locked) | Today 9:15 AM |
No matching sample records.
Key Module Capabilities
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Total Daily Sales / Turnover
₹1,84,500
Estimated Gross Profit Margin
18.4% Gross Margin
Bank & Cash Collections Today
₹1,42,000
30+ Days Outstanding Receivables
₹3.80 Lakhs (Controlled)
Executive Dashboard, Profitability MIS & Business Reports
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Financial Metric / KPI | Today's Performance | Month-to-Date (MTD) | Previous Year Same Month (YoY) | Trend & Health Status |
|---|---|---|---|---|
| Total Gross Revenue & Billing | ₹1,84,500 | ₹38,40,000 | ₹31,20,000 (+23% YoY Growth) | Strong Growth Trend 📈 |
| Cash Counter & UPI Instant Settlements | ₹92,500 | ₹22,10,000 | ₹16,40,000 | Cash Flow Positive ✅ |
| Bank RTGS & Cheque Realizations | ₹49,500 | ₹12,40,000 | ₹11,10,000 | Timely Clearance Verified ✅ |
| Operating Overheads (Salaries, Fuel, Utilities) | ₹8,200 | ₹4,10,000 | ₹3,90,000 | Strictly Within Budget 🎯 |
No matching sample records.
Key Module Capabilities
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
Tally / Excel Data Import
100% Complete (4,200 Masters)
Staff Training Sessions
3 Sessions Completed (Hands-on training)
Daily Auto Cloud Backup
Active (Encrypted nightly at 2:00 AM)
Dedicated WhatsApp Support
Assigned (10 AM - 8 PM Live Support)
Setup, Tally Migration & Ongoing Care
Live Module Demo
100% Customizable Module: Retain the exact columns and options your business needs; remove what you don't.
| Milestone / Setup Task | Scope & Deliverables | Technical Lead | Completion Date | Sign-Off Status |
|---|---|---|---|---|
| Legacy Ledger & Party Masters Import | 850 Accounts imported from Tally Prime XML | Senior Data Engineer | Completed Day 01 | Client Verified ✅ |
| Item Master & Barcode Mapping | 3,400 Products with GST rates & MRP cataloged | Data Migration Specialist | Completed Day 02 | Inventory Reconciled ✅ |
| Billing Counter & Mobile App Training | Hands-on training for cashiers & sales staff | On-Site Training Lead | Completed Day 03 | Staff Tested & Certified ✅ |
| Receipt Printer & Barcode Scanner Setup | Sync with TVS / Epson thermal printers & scanners | Hardware Systems Engineer | Completed Day 03 | Sub-second Print Verified ✅ |
No matching sample records.
Key Module Capabilities
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
Secure Role-Based Access & Control
Staff members can only view and edit records according to permissions you configure. Full audit trails ensure complete operational security.
A proposed solution walkthrough, not a running user system. Final modules, integrations and delivery are confirmed in your written scope. Payment, SMS, WhatsApp, courier and other third-party services require their own provider access and charges.
⚖️ CA, TAX & LEGAL PRACTICE REALITY
Eliminate 20th Midnight Panic & File Clutter — Why CAs & Lawyers Need Their Own System:
A Chartered Accountant or Advocate's true asset is their intellect and advisory time — not chasing clients for bank statement passwords or hunting for misplaced DSC tokens on WhatsApp.
🔑
End 20th Night Panic & DSC Token Chaos
With 40 client USB tokens scattered across desk drawers, tracking passwords and expiry dates is a nightmare. The system sends 30-day proactive expiry alerts and tracks live OTP/KYC status on a single dashboard.
🛡️
Safeguard Clients from GSTR-2B Mismatches & DRC-01C Notices
When a vendor defaults on filing but the client claims ITC, department notices fall directly on the CA. The system performs automated 30-second 2B reconciliation and dispatches instant mismatch notifications to defaulting vendors.
📂
Client-Wise Digital Vault (Instant Document Retrieval)
When a client urgently needs 2-year-old ITRs or audited balance sheets for a bank loan, articles won't waste hours digging physical files. Secure folders allow 1-click WhatsApp delivery of ITR-V, computations, and audit reports.
💰
1-Click WhatsApp Fee Invoicing Upon Work Completion
The moment a return or audit is filed, an automated fee invoice with UPI QR is dispatched alongside the acknowledgment. Automated follow-up schedules prevent aging uncollected retainers.
Ready to automate your CA or Legal Practice workflow?
We understand your filing schedule, articles, and client volume. Zero Advance Policy — live deployment first!
Prefer to talk online? Google Meet is available in every location, even where a partner is present. Book an appointment; our team will confirm online or offline arrangements with you.
FROM YOUR WEBSITE TO YOUR DAILY WORK
Explore every module.
02
Compliance work calendar
- Service-wise deadlines entered by the team
- Assignment, checklist and review stages
- Reminder schedules and overdue work lists
03
Documents & approvals
- Financial documents grouped by user and period
- Restricted uploads, versions and review notes
- User sign-off and submission reference records
04
Fees & receivables
- Recurring service fees and engagement quotes
- Invoices, receipts and outstanding follow-ups
- Partner review of fee adjustments
05
Lead & consultation CRM
- Website enquiries and referral leads
- Consultation appointments and follow-up history
- Convert agreed leads into user engagements
06
Website, blog & user account
- Service pages, team profile and enquiry forms
- Publish business articles and updates
- User login for requests and work status
07
Office work allocation
- Employee workload and reviewer assignments
- User-wise time and work completion records
- Pending documents and deadline reports
08
Website, content & enquiry forms
- Mobile-friendly business/service pages with managed content
- Blog/articles and enquiry capture where agreed
- Enquiry-to-lead handover and contact information
09
Accounts, roles & approvals
- Owner, manager and team access by responsibility
- Customer/member portal for permitted records
- Approval-controlled changes and activity history
10
Owner reports & business visibility
- Dashboard of agreed operational KPIs and pending actions
- Date, branch and team filters with controlled exports
- Outstanding tasks, collections and exception summaries
11
Setup, training & ongoing care
- Agreed data import, configuration and user onboarding
- Handover documentation and practical staff training
- Backup/restore plan, support tickets and renewal scope
A connected solution, scoped for your business.
We agree which website, management, user and team modules you need, map your current work, then plan configuration, training and support. These are proposed capabilities, not a claim that every imported project already contains them.
Your core workflows
Client Onboarding & Retainer Service Agreement SetupClient Document Checklist & Portal Passwords VaultGSTR-2B Mismatch & DRC-01C Automated ReconciliationDSC Token Expiry Tracker & Statutory Filing CalendarAutomated WhatsApp ITR-V Ack & Retainer Fee Invoicing
UNDERSTAND BEFORE WE BUILD
A conversation about
your everyday work.
How do your articles follow up for missing client bank statement passwords and GSTR-2B mismatches today?
How many client USB DSC tokens are stored across your office desks, and how do you track their expiry dates?
What is your typical monthly uncollected retainer fee volume, and do clients receive automated WhatsApp payment reminders?
From discovery to a working system
- Request a preferred visit date and share your business address.
- Our team confirms partner availability and the appointment.
- Your partner maps the current workflow and your priorities.
- We agree on scope, build the solution and coordinate training and support.
A request is not a confirmed visit. Availability, scope and timelines are agreed with you first. No local office is implied.
Let's plan your solution ↗