Powerful Features for Modern CA Practices
Everything you need to manage clients, track compliance, and grow your practice. Built specifically for Indian Chartered Accountants.
Start Free TrialCore Features
Comprehensive tools designed to handle every aspect of your CA practice.
Client Management
Centralized client database with complete contact information, notes, and relationship tracking.
- Store client details with contact person, email, phone, address
- Track multiple firms under each client
- Add notes and important information
- Quick search and filter capabilities
Bajrang Enterprises
2 firms
Sharma & Associates
3 firms
Tech Solutions Pvt Ltd
1 firms
Firm Management
Organize and manage all client firms with PAN, GST, and registration details.
- Store PAN Number, GST Number, Registration Number
- Track firm status (Active/Inactive)
- Link firms to parent clients
- View all tasks, documents, and invoices per firm
Bajrang Trading Co.
Proprietorship Firm
PAN Number
ABCDE1234F
GST Number
27ABCDE1234F1Z5
Tasks
12 Active
Status
ActiveTask & Workflow Management
Create, assign, and track tasks with built-in approval workflows.
- Assign tasks to team members with due dates
- Priority levels (High, Medium, Low)
- Status tracking (Pending → In Progress → Awaiting Approval → Completed)
- Role-based approval workflow (Staff → Manager → CA)
File ITR for AY 2024-25
HighGST Return - March 2024
MediumTDS Filing Q4
LowDocument Repository
Secure document storage with categorization and easy access.
- Upload documents linked to firms and tasks
- Categorize by type (ITR, GST, Audit, etc.)
- Download and share documents easily
- Track upload history and file versions
ITR_2024_Bajrang.pdf
2.4 MB
GSTR1_March_2024.xlsx
856 KB
Audit_Report_FY24.pdf
5.1 MB
Form26AS_2024.pdf
1.2 MB
Invoice Management
Generate, track, and manage invoices with GST calculations.
- Create invoices for each firm
- Automatic GST calculation
- Track payment status (Paid, Unpaid, Overdue)
- Generate invoice reports
Invoice to
Bajrang Trading Co.
Tax Regime Calculator
Instantly compare old vs new tax regime for quick client decisions.
- Input income and deduction details
- Calculate tax under both regimes
- Visual comparison with savings indicator
- Support for all major deductions (80C, 80D, HRA, etc.)
Annual Income
₹12,00,000
Old Regime
₹1,17,000
After 80C, 80D, HRA
New Regime ✓
₹93,600
Saves ₹23,400
Built for Indian Compliance
Track all statutory compliances and never miss a deadline.
Income Tax Returns
Track ITR filings for all assessment years
GST Compliance
Monitor GST returns (GSTR-1, 3B, 9, 9C)
TDS Returns
Manage quarterly TDS filings
Company Filings
Track MCA and ROC compliances
Audit Management
Plan and execute statutory audits
Due Date Tracking
Never miss a compliance deadline
And Much More...
Discover all the features that make CA Firm Pro the complete solution.
Portal Credentials Manager
Securely store government portal credentials with AES-256 encryption. Never lose login details again.
Role-Based Access
Three-tier access control (CA, Manager, Staff) with appropriate permissions for each role.
Activity Logs
Complete audit trail of all actions performed in the system for compliance and review.
Meeting Scheduler
Schedule and track client meetings with notes, attendees, and follow-up actions.
Notifications & Alerts
Get notified about due dates, pending approvals, and important updates.
Advanced Search
Quickly find clients, firms, tasks, or documents with powerful search functionality.
Smart Filters
Filter data by status, date, priority, assignee, and more for quick insights.
Dashboard Analytics
Visual dashboard with key metrics, pending tasks, and revenue overview.
Mobile App
Access your practice on-the-go with our React Native mobile application.
Cloud-Based
Access from anywhere, anytime. Your data is always synced and available.
Secure & Encrypted
Bank-grade security with encrypted data storage and secure authentication.
Organized Structure
Hierarchical organization: CA → Clients → Firms → Tasks/Documents/Invoices.
Ready to Experience These Features?
Start your free trial today and see how CA Firm Pro can transform your practice.