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Document Type: Business Template Datasheet - suitable for sales presentations, demos, and customer onboarding

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What We Offer

bizaxl CA Practice Management is a ready-to-use practice management system built for Indian Chartered Accountancy and Company Secretary firms. It brings every part of your practice into one place: you capture leads, set up client engagements, auto-generate the entire compliance calendar, prepare income tax returns and GST filings, handle ROC and secretarial matters, collect documents from clients through a structured portal, and bill your professional fees with full GST compliance. Partners can see pending filings, team utilisation, penalty risk, and firm revenue from anywhere, without chasing staff for updates. It comes pre-configured and goes live in under 10 minutes.

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Who Is It Built For?

  • Chartered Accountancy firms (sole practitioners and multi-partner)
  • Company Secretary firms and CS executives in practice
  • Combined CA + CS practices
  • Tax consultancy firms managing bulk ITR filings
  • GST compliance and advisory practices
  • Startup-focused accounting firms
  • Firms handling corporate clients under the Companies Act
  • Firms managing HUFs, proprietorships, partnerships, LLPs, and private limited companies

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Business Priorities We Accelerate

These are the most common operational problems faced by CA and CS firms - every one of them is directly addressed by this solution.
  • Missed deadlines - Managing dozens of clients with different compliance calendars in spreadsheets and WhatsApp groups inevitably leads to missed filings, penalties for clients, and loss of trust.
  • Penalty exposure - Without automated tracking, high-penalty forms such as 24Q and GSTR-3B are filed late, and the firm has no way to measure or demonstrate the cost savings from timely filing.
  • Document chaos - Collecting investment proofs, bank statements, and invoices over WhatsApp with no tracking means filings are delayed because no one knows what has been received and what is still missing.
  • ITC mismatches - Undiscovered differences between GSTR-2B and books result in GST notices, ITC reversals, and avoidable reconciliation work after the deadline has passed.
  • Unbilled time - Without structured time logging, billable hours disappear into the work with no record, and the firm consistently under-bills for the effort actually invested.
  • DSC expiry surprises - A Digital Signature Certificate expiring without notice blocks all electronic filings for that client until renewal is complete, creating last-minute emergencies.
  • Owner dependency - The firm cannot scale when the partner is the only person who knows which client needs what, because no systems exist to monitor, assign, or escalate work automatically.

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Key Benefits

Automatic Compliance Calendar

Generate every compliance obligation for every client automatically the moment an engagement is created. No manual calendar entry, no missed deadlines, no spreadsheets.

Multi-Head Filing Coverage

One system handles Income Tax (all ITR forms), GST (GSTR-1, GSTR-3B, GSTR-9, GSTR-9C), TDS (24Q, 26Q, 27Q, 27EQ), and ROC (AOC-4, MGT-7, DIR-12, LLP-11, and more).

Client Document Portal

Clients upload documents through a structured portal instead of WhatsApp. Every upload is version-controlled and linked to the specific filing it supports. No more lost attachments.

ITC Reconciliation Engine

Compare Input Tax Credit in books against GSTR-2B before every GSTR-3B filing. Mismatches are flagged automatically so they can be resolved before the deadline, not after.

Income Tax Computation with Old/New Regime

Full computation across all heads of income, deductions under Chapter VIA, surcharge, cess, interest under 234A/B/C, and late fee under 234F. Old vs new regime comparison is automatic.

Client e-Approval Before Filing

Clients review and e-approve their income tax return through the portal before the firm files. Every approval is timestamped and stored as a tamper-proof audit record.

DSC Expiry Monitoring

Track every Digital Signature Certificate across all clients. Automatic daily status updates flag DSCs expiring within 60 days so renewals never catch you by surprise.

Penalty Avoidance Reporting

Measure and present the exact rupee value of penalties your firm saved clients through timely filing. Use this at client reviews to demonstrate concrete, quantified value.

Structured ROC and Secretarial Workflow

Board meetings, AGMs, minutes, statutory registers, secretarial audits, and ROC forms all follow a defined workflow with SS-1/SS-2 compliance built in.

Professional Fees Billing with GST

Generate GST-compliant invoices for retainer and time-and-materials engagements. Billable time logs are picked up automatically. Duplicate billing protection is built in.

Profitability Visibility per Client

See revenue per billable hour for every engagement. Know exactly which clients are profitable and which need a fee revision before the next renewal conversation.

Automated Reminders and Escalations

Deadline reminders go to clients at T-7, T-3, T-1, and due day via Email, WhatsApp, or SMS. Obligations overdue by more than 7 days auto-escalate to the partner.

Portal Credentials Vault

Store GST portal, MCA21, and income tax e-filing credentials securely for every client. Encrypted storage, hidden in list views, and accessible only to managers and partners.

Client Compliance Health Score

Every client receives an automated health score across five compliance dimensions. Green, Amber, or Red banding gives partners an instant risk view across the entire portfolio.

Firm-Wide KPI Dashboard

Partners see total active engagements, tasks due today, overdue obligations, pending approvals, and revenue summary from a single workspace - without asking anyone for a status update.

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Key Features and Modules

  • Lead capture with entity type, service scope, lead source, and follow-up date
  • Pipeline stages: New, Contacted, Qualified, Proposal Sent, Won, Lost
  • Lead activity log for every touchpoint with date history
  • Won-lead conversion with duplicate PAN/GSTIN detection
  • CA Engagement creation with PAN, GSTIN, CIN, DIN, entity type, and billing terms
  • Portal access configuration per engagement with preferred reminder channel
  • Auto-generation of statutory forms applicable to each entity type and registration combination
  • Generate Annual Package to back-fill a full financial year of obligations in one action
  • Compliance Task as the unit of work for every statutory obligation
  • Workflow: Draft, In Progress, Review Pending, Filed
  • Compliance Task Templates for every recurring form: form number, recurrence, penalty per day, and reminder lead time
  • Statutory Form Catalogue with approximately 62 forms across Income Tax, GST, TDS, and ROC
  • “Leads-to” chaining: filing one form automatically creates the next in the chain
  • Auto-assignment of tasks to staff using form-specific default assignees or round-robin
  • Command Centre view showing all overdue and due-soon tasks across the entire firm
  • Escalation engine: obligations overdue by more than 7 days auto-escalate to a partner
  • Full computation for individuals, HUFs, firms, LLPs, and companies
  • All heads of income: salary, house property, business and profession, capital gains, other sources
  • Deductions under Chapter VIA (80C, 80D, 80G, 80TTA, 80TTB, and all sub-sections)
  • Automatic old vs new regime comparison with recommended regime highlighted
  • Surcharge, health and education cess, and marginal relief computation
  • Interest under sections 234A, 234B, and 234C with late fee under 234F
  • Tax Audit (Form 3CD) auto-generated when section 44AB turnover threshold is crossed
  • Advance Tax Planner for quarterly instalment estimates across all clients in bulk
  • Client e-approval track: Draft, Computed, Pending Client Approval, Approved, Filed
  • Filing record with acknowledgement number and ITR-V attachment on completion
  • Tax Configuration master for annual slab, surcharge, and rebate updates
  • GST Return Tracker for GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, GSTR-4, and CMP-08
  • Full workflow: Data Prepared, Review, Partner Approval, Filed, Archived
  • ITC Reconciliation: GSTR-2B vs books comparison with mismatch flagging above Rs. 1,000
  • Automatic chaining: filing GSTR-1 creates GSTR-2B follow-up; filing GSTR-3B creates next period
  • Supports composition dealers (GSTR-4, CMP-08) alongside regular filers
  • Reconciliation must be cleared before GSTR-3B moves to Approved status
  • TDS Return management for Form 24Q (salary), 26Q (non-salary), 27Q (non-residents), 27EQ (TCS)
  • Deductee line entry with challan deposit validation
  • TDS deducted vs challan deposited matching to prevent under-deposit notices
  • Filing triggers Form 16 and Form 16A issuance tasks automatically
  • Late filing fee tracking under section 234E
  • ROC Filing management for AOC-4, MGT-7, ADT-1, DIR-12, DIR-3 KYC, LLP-11, LLP-8, and others
  • Workflow: Drafted, Review, Client Approval, Filed, SRN Received
  • SRN recording on completion to close the obligation with evidence
  • Board Meeting records: AGMs, EGMs, postal ballots, and committee meetings
  • Notice dispatch, quorum tracking, agenda, minutes, and resolution management
  • SS-1 and SS-2 Secretarial Standards compliance built into meeting records
  • MGT-14 filing task auto-triggered when minutes are approved where required
  • Secretarial Audit with structured area-by-area checklist and qualifications for listed and large companies
  • Statutory Registers: Members (MGT-1), Directors and KMP, Charges, Contracts and RPT (MBP-4), Loans, and Investments
  • Notice tracking for Income Tax, GST, TDS, and ROC authority notices
  • Response deadline, demand amount, hearing dates, and final outcome fields
  • Workflow: Received, Response Drafted, Filed, Closed
  • Client-visible notices surfaced on the client portal
  • Escalation to partner when response deadline is approaching
  • Document Request auto-created for each compliance task using a per-form checklist template
  • Status tracking: Open, Partially Received, Received
  • Version history for every uploaded document
  • Client uploads documents directly through the portal; staff see real-time receipt status
  • Digital Signature Certificate tracking: class, serial number, validity, and automatic daily status updates
  • DSC Expiry Alert flags renewals due within 60 days
  • Portal Credentials Vault: encrypted storage of GST, MCA21, and income tax portal credentials
  • E-Signature record capturing OTP or DSC-based client approval with timestamp and document hash
  • Time Log per compliance task: date, hours, activity type, billable flag
  • Utilisation and WIP visibility per staff member and per client
  • Billing Engine generates GST-compliant Sales Invoices for retainer and time-and-materials engagements
  • Monthly and quarterly retainer schedules with time-based top-up line items
  • Idempotent billing: running the job twice in a month never creates a duplicate invoice
  • Draft invoice reviewed by manager; submitted by partner
  • Invoice visible to client on the portal with online payment option if gateway is configured
  • Compliance Ageing: overdue tasks sorted by days overdue with penalty risk per task and donut chart of firm health
  • GST/TDS Reconciliation Summary: ITC mismatch table with Mismatch/OK flag per client per period
  • Penalty Avoidance: rupee value of penalties saved per period; penalty paid for late filings
  • Revenue vs Effort Analysis: revenue per billable hour by engagement; top 10 clients bar chart
  • Client Compliance Health Score: five-dimension score (Filing, ITC/GST, ROC, Meeting, KYC) with Green/Amber/Red health band
  • Income Computation Summary: ITR status, taxable income, total tax, and net payable or refund for every client this assessment year
  • DSC Expiry Alert: certificates expiring within a configurable window sorted by days remaining
  • Document Status: outstanding document requests sorted by due date with days overdue
  • Obligation Engine: generates compliance tasks, GST trackers, and ROC filings for all active engagements each period; idempotent - re-running never creates duplicates
  • Reminder Engine: client reminders at T-7, T-3, T-1, due day, then weekly once overdue; respects preferred channel (Email, WhatsApp, SMS) with in-app fallback
  • Escalation Engine: creates a high-priority to-do for the partner when any obligation is more than 7 days overdue with no action
  • Secure login for each client with role-gated access
  • Document upload directly into the firm’s document request queue
  • Income tax computation review and e-approval (OTP or DSC)
  • View of all filed returns, notices, and billing statements
  • Online invoice payment if payment gateway is configured
  • Portal access is per-engagement and can be enabled or disabled independently

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Customization Included In This Template

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Pre-Configured Workflows

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Entity Types Pre-Configured

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Pre-Set User Roles

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Statutory Form Catalogue Included

A master library of approximately 62 statutory forms pre-loaded across four compliance heads:

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Ready-to-Use Document Templates

  • Engagement Letter (retainer terms and scope)
  • Document Checklist per statutory form (auto-applied on task creation)
  • Income Tax Computation Summary (client-facing)
  • Board Meeting Notice and Agenda
  • Board Meeting Minutes
  • GST-Compliant Professional Services Invoice
  • Time Sheet Summary for client billing reviews
  • Statutory Audit Report (Form 3CD)

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Branding Included

  • Firm name and logo on all client-facing documents
  • Printed invoice and delivery note format with your branding
  • Client portal header with your firm identity
  • Email and WhatsApp reminder templates with your firm name

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Sample Data Included

  • Compliance Task Templates for the 20 most common recurring obligations
  • Statutory Form Catalogue pre-loaded with approximately 62 forms
  • Tax Configuration for AY 2025-26 (old and new regime slabs)
  • Sample client engagements covering all six entity types
  • Sample leads and pipeline data for demonstration

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Technical Specifications

  • Responsive web application - works on any modern browser without installation
  • Full desktop support with keyboard-optimised interfaces for high-volume compliance work
  • Tablet-compatible for reviews, approvals, and document monitoring on the move
  • Mobile accessible for partner dashboards, approval workflows, and firm KPI monitoring
  • Cloud-hosted infrastructure - no on-premise servers required
  • Automated daily backups - your data is protected and recoverable
  • WhatsApp integration ready - send deadline reminders, document requests, and payment reminders via WhatsApp
  • Payment gateway integration ready - collect professional fees online via UPI, card, and net banking
  • Multi-user and multi-partner support - manage unlimited staff and partner accounts under one firm
  • Role-based access control with user-level permissions and portal credential encryption
  • GST-compliant billing - professional services invoices with correct SAC codes and tax rates
  • Scalable architecture - grow from a sole practitioner to a multi-partner firm without changing systems

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Implementation and Go-Live

1

Instant Setup

Your pre-configured CA Practice Management template is activated immediately. All workflows, roles, form catalogues, and document templates are ready out of the box.
2

Branding Configuration

Your firm name, logo, address, and GSTIN are applied to invoices, engagement letters, client portal, and all communication templates.
3

User Account Setup

Staff accounts are created with their designated roles. Partners, managers, staff, and CS executives each see only the modules and data relevant to their function.
4

Master Data Loading

Your client list, engagement details (PAN, GSTIN, CIN, entity type, fee structure), and opening obligations are loaded. Templates are provided for structured data import.
5

Staff Training

Your team receives focused training on their daily workflows: staff on compliance tasks and time logging, managers on assignment and billing, CS executives on ROC and board meeting workflows.
6

Go-Live

Your first compliance task goes live. The obligation engine runs, the compliance calendar populates, and client reminders begin. The team monitors the session and provides immediate support.
7

30-Day Hypercare Support

Dedicated support for 30 days post-launch. Questions are answered quickly, adjustments are made promptly, and your team builds confidence in the system.

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Success Story

“When every deadline is tracked automatically, every client returns knowing their compliance is handled - not just hoped for.”
A CA firm with 120 active clients was managing their compliance calendar in an Excel sheet that no one fully trusted. Filing reminders went out on WhatsApp. Documents arrived in a mix of email, WhatsApp, and physical handoffs. The partner spent every Sunday evening reviewing what was due the following week. After deploying the bizaxl CA Practice Management software, every client’s compliance calendar was generated automatically. Document requests went out through the portal the day a task was created. Staff knew exactly what to work on each morning from the Command Centre. The partner reviewed only what needed approval - not what was in progress. At the next client review, the Penalty Avoidance report showed Rs. 4.8 lakhs in penalties saved across the portfolio that quarter. The partner shared this with clients. Two asked if the firm could take on additional advisory work. Technology cannot replace a trusted CA - but it can protect your time, your clients’ compliance, and your firm’s reputation while you focus on the work that requires your judgement.

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Next Steps

Schedule a Free Demo

See the solution working live in a CA firm scenario - a demo built around your practice type and client mix, not a generic presentation.

30-Day Live Trial

Use the complete platform with your own client data for 30 days - no commitment, no credit card required.

Discuss Customisation

Need additional statutory forms, custom reports, or integrations with your existing accounting software? Our team will scope and deliver the customisation as part of your implementation.
Contact us at support@bizaxl.com or visit bizaxl.com to get started today.