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CA Practice Management is a dedicated product built for Indian CA and CS firms. It brings every part of your practice into one place: you track each client relationship, automatically generate the compliance work that needs to happen, prepare income tax returns and GST filings, handle ROC and secretarial matters, collect documents from clients, and give clients their own portal to review and approve their returns.
CA Practice Management workspace showing Practice KPIs, compliance tasks, and shortcuts

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What problem it solves

Running a CA or CS firm means managing dozens or hundreds of clients, each with different registrations, entity types, and compliance calendars. Deadlines come every month and every quarter. Missing one means a penalty for your client and a trust problem for your firm. Without a system, this work lives in spreadsheets, WhatsApp groups, and email threads. It is easy to miss a filing, lose track of who is working on what, or forget to collect a document from a client on time. CA Practice Management replaces that chaos with a single system that:
  • Knows which filings each client needs based on their registrations and entity type
  • Generates the compliance calendar automatically so nothing is missed
  • Assigns work to staff and escalates when deadlines are approaching
  • Prepares the actual filings: income tax computations, GST returns, TDS returns, ROC forms
  • Sends automated reminders to clients at the right time
  • Gives clients a portal to upload documents and approve their returns
  • Bills the firm’s professional fees and tracks time spent per client

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Who uses this system

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The lifecycle this system supports

Every client relationship follows the same journey, from first contact to final filing:
  1. Prospect captured as a lead; qualified through the pipeline
  2. Won lead converts to a client engagement with all registrations and settings
  3. Compliance calendar generated automatically from the engagement profile
  4. Work assigned to staff; document checklists sent to clients
  5. Filings prepared: income tax, GST, TDS, ROC, secretarial
  6. Client reviews and approves via the client portal
  7. Filed and archived; next obligation chains automatically
  8. Fees billed monthly or quarterly; time tracked for profitability analysis

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Industries and entity types covered

The system handles the full range of Indian business entities:
  • Private Limited Company
  • One Person Company (OPC)
  • Limited Liability Partnership (LLP)
  • Partnership Firm
  • Proprietorship
  • Startup
It covers all major compliance heads: Income Tax (ITR), GST, TDS/TCS, ROC filings under the Companies Act, secretarial and board-level compliance.