CA & Accounting Firm Management ERP

Enterprise Compliance Management SaaS for CA & Accounting Firms

Automate GST statutory returns, Income Tax filings, MCA ROC compliance schedules, partner verification workflows, and team task management in one secure firm cloud system.

Launch CA Firm Portal Firm Dashboard Access
GST & Income Tax Sequential Coding Partner Verification
CA Firm Portal Login
Quick Dev Mode
1-Click Auto Login
Launch

100%

Firm Data Privacy

99.9%

Uptime Availability

Sequential

Auto Code Sequence

RBAC

Role & Permission Control
CA Office Management

Firm Operations & Compliance Suite

Complete compliance management system built specifically for Chartered Accountant offices.

1. Client Directory

Manage individual & corporate client profiles, PAN, GSTIN, TAN, MCA CIN registrations, and contact details.

View Clients
2. Service Master Catalog

Configurable statutory service catalog per firm with filing frequencies (Monthly, Quarterly, Annual) and default priority levels.

View Services
3. Client Service Assignments

Assign compliance services to clients, calculate due dates, renewal periods, and track assigned staff executives.

View Assignments
4. Compliance Due Engine

Track statutory filing deadlines with 6 metric summary cards (Today's Due, Next 7 Days, Next 30 Days, Overdue).

View Compliance
5. Task Workflow Engine

Staff task execution, comments, file attachments, and Partner audit verification that auto-completes parent compliance items.

View Tasks
6. Reports & Analytics

Generate dynamic statutory reports, filing status breakdowns, monthly trends, and export in PDF, Excel, and CSV formats.

View Reports