> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CA Practice Management Software - Datasheet

> From compliance calendars to ITR e-approvals - bizaxl CA Practice Management software handles your entire CA or CS firm in one place, ready to go live in under 10 minutes.

<Info>
  **Document Type:** Business Template Datasheet - suitable for sales presentations, demos, and customer onboarding
</Info>

***

## 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.

***

## 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

***

## Business Priorities We Accelerate

<Warning>
  These are the most common operational problems faced by CA and CS firms - every one of them is directly addressed by this solution.
</Warning>

* **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.

***

## Key Benefits

<CardGroup cols={2}>
  <Card title="Automatic Compliance Calendar" icon="calendar-check">
    Generate every compliance obligation for every client automatically the moment an engagement is created. No manual calendar entry, no missed deadlines, no spreadsheets.
  </Card>

  <Card title="Multi-Head Filing Coverage" icon="file-certificate">
    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).
  </Card>

  <Card title="Client Document Portal" icon="cloud-arrow-up">
    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.
  </Card>

  <Card title="ITC Reconciliation Engine" icon="arrows-rotate">
    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.
  </Card>

  <Card title="Income Tax Computation with Old/New Regime" icon="calculator">
    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.
  </Card>

  <Card title="Client e-Approval Before Filing" icon="signature">
    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.
  </Card>

  <Card title="DSC Expiry Monitoring" icon="shield-check">
    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.
  </Card>

  <Card title="Penalty Avoidance Reporting" icon="indian-rupee-sign">
    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.
  </Card>

  <Card title="Structured ROC and Secretarial Workflow" icon="building-columns">
    Board meetings, AGMs, minutes, statutory registers, secretarial audits, and ROC forms all follow a defined workflow with SS-1/SS-2 compliance built in.
  </Card>

  <Card title="Professional Fees Billing with GST" icon="file-invoice-dollar">
    Generate GST-compliant invoices for retainer and time-and-materials engagements. Billable time logs are picked up automatically. Duplicate billing protection is built in.
  </Card>

  <Card title="Profitability Visibility per Client" icon="chart-line">
    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.
  </Card>

  <Card title="Automated Reminders and Escalations" icon="bell">
    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.
  </Card>

  <Card title="Portal Credentials Vault" icon="key">
    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.
  </Card>

  <Card title="Client Compliance Health Score" icon="heart-pulse">
    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.
  </Card>

  <Card title="Firm-Wide KPI Dashboard" icon="gauge">
    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.
  </Card>
</CardGroup>

***

## Key Features and Modules

<AccordionGroup>
  <Accordion title="Client Pipeline and Intake" icon="users-gear">
    * 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
  </Accordion>

  <Accordion title="Compliance Task Management" icon="list-check">
    * 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
  </Accordion>

  <Accordion title="Income Tax Computations" icon="calculator">
    * 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
  </Accordion>

  <Accordion title="GST and Indirect Tax" icon="receipt">
    * 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
  </Accordion>

  <Accordion title="TDS and TCS Returns" icon="percent">
    * 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
  </Accordion>

  <Accordion title="ROC and Company Law" icon="building">
    * 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
  </Accordion>

  <Accordion title="Notices and Assessments" icon="envelope-open-text">
    * 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
  </Accordion>

  <Accordion title="Document Management and DSC" icon="folder-open">
    * 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
  </Accordion>

  <Accordion title="Time Tracking and Billing" icon="clock">
    * 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
  </Accordion>

  <Accordion title="Reports and Analytics" icon="chart-bar">
    * **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
  </Accordion>

  <Accordion title="Automation Engines" icon="robot">
    * **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
  </Accordion>

  <Accordion title="Client Portal" icon="user-check">
    * 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
  </Accordion>
</AccordionGroup>

***

## Customization Included In This Template

### Pre-Configured Workflows

| Workflow                              | Steps                                                                       |
| ------------------------------------- | --------------------------------------------------------------------------- |
| **Lead to Engagement**                | Lead Captured, Contacted, Qualified, Proposal Sent, Won, Engagement Created |
| **Compliance Filing**                 | Obligation Generated, Assigned, In Progress, Review Pending, Filed          |
| **GST Return**                        | Data Prepared, Submitted for Review, Partner Approved, Filed, Archived      |
| **Income Tax (with Client Approval)** | Draft, Computed, Pending Client Approval, Approved, Filed                   |
| **ROC Filing**                        | Drafted, Review, Client Approval, Filed, SRN Received                       |

### Entity Types Pre-Configured

| Entity Type              | Applicable Compliance Heads                                                            |
| ------------------------ | -------------------------------------------------------------------------------------- |
| Private Limited Company  | Income Tax, GST, TDS, ROC (AOC-4, MGT-7, DIR-3 KYC), Board Meetings, Secretarial Audit |
| One Person Company (OPC) | Income Tax, GST, TDS, ROC (AOC-4, MGT-7)                                               |
| LLP                      | Income Tax, GST, TDS, ROC (LLP-11, LLP-8, Form 8)                                      |
| Partnership Firm         | Income Tax, GST, TDS                                                                   |
| Proprietorship           | Income Tax, GST, TDS                                                                   |
| Startup                  | Income Tax, GST, TDS, ROC (if incorporated)                                            |

### Pre-Set User Roles

| Role                 | Access Level                                                                                           |
| -------------------- | ------------------------------------------------------------------------------------------------------ |
| CA Partner           | Full access across all modules; approves filings, minutes, and invoices; views all firm analytics      |
| CA Manager           | Creates and manages engagements, assigns work, submits filings for review, runs billing, files returns |
| CA Staff             | Prepares all filings, logs time, manages compliance tasks and document requests                        |
| CS Executive         | Handles ROC filings, board meetings, secretarial audits, and statutory registers                       |
| System Administrator | Maintains tax configuration, user accounts, and system settings                                        |
| CA Client            | Portal-only access: uploads documents, e-approves returns, views filings, notices, and invoices        |

### Statutory Form Catalogue Included

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

| Head       | Forms Included                                                        |
| ---------- | --------------------------------------------------------------------- |
| Income Tax | ITR-1 through ITR-7, Form 3CD, Form 10B, Form 15CA/CB, Form 67        |
| GST        | GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, GSTR-4, CMP-08, GSTR-2B             |
| TDS/TCS    | Form 24Q, 26Q, 27Q, 27EQ, Form 16, Form 16A                           |
| ROC/MCA    | AOC-4, MGT-7, ADT-1, DIR-12, DIR-3 KYC, LLP-11, LLP-8, MGT-14, Form 8 |

### 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)

### 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

### 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

***

## 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

***

## Implementation and Go-Live

<Steps>
  <Step title="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.
  </Step>

  <Step title="Branding Configuration">
    Your firm name, logo, address, and GSTIN are applied to invoices, engagement letters, client portal, and all communication templates.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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.**

***

## Next Steps

<CardGroup cols={3}>
  <Card title="Schedule a Free Demo" icon="calendar" href="mailto:support@bizaxl.com">
    See the solution working live in a CA firm scenario - a demo built around your practice type and client mix, not a generic presentation.
  </Card>

  <Card title="30-Day Live Trial" icon="flask" href="mailto:support@bizaxl.com">
    Use the complete platform with your own client data for 30 days - no commitment, no credit card required.
  </Card>

  <Card title="Discuss Customisation" icon="sliders" href="mailto:support@bizaxl.com">
    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.
  </Card>
</CardGroup>

<Tip>
  Contact us at **[support@bizaxl.com](mailto:support@bizaxl.com)** or visit **bizaxl.com** to get started today.
</Tip>