Admin Dashboard
Stat cards, compliance heatmap, team productivity strip, overdue feed, and due-today feed.
CA Firm CRM
CA Firm CRM for managing clients, tasks, compliances & documents.
A complete office-management system for chartered accountants to manage staff tasks, client compliances, work logs, document requests, reminders, productivity reports, client portals, and AI-assisted firm workflows.
Tasks
Tracker
Portal
Clients
AI
Co-pilot
Report
Monthly
Digital CA firm preview
Firm dashboard
Workload control center
Role-based access
Pending
Tasks and compliances
Due
Today and overdue
Team
Staff workload view
Docs
Client uploads
Client
Category
Status
Owner
Action
Client A
GST
Due Today
Staff
Reminder
Client B
Audit
Overdue
Team
Follow-up
Why CA Firm CRM
CA offices need more than scattered spreadsheets.
Client work, GST, ITR, audit, accounting, TDS, ROC, appeals, documents, reminders, work logs, and staff workload all need one organized operating system.
Deadline visibility
See pending, overdue, due-today, and completed work by category and assignee.
Staff accountability
Staff dashboards, work logs, task status, and monthly productivity tracking.
Client document flow
Document drawers, client uploads, alerts, download flows, and request links.
AI-assisted work
AI co-pilot support for reminders, audit checklists, compliance queries, and firm knowledge.
CRM Modules
Everything a CA firm needs in one place.
Built for admin, staff, and clients with separate access, workflow-specific dashboards, and firm operations in a single web app.
Staff Dashboard
Personal tasks, overdue work, due-today work, quick work-log form, and recent activity timeline.
Tasks Tracker
Full CRUD, filters, priority, assignee, due date, description, recurring tasks, and status pills.
Client Management
Client cards with GSTIN, contact, email, compliance chips, documents, portal links, and request actions.
Client Portal
Public client portal for compliances, engagements, documents, uploads, downloads, and mini-stats.
Reminders Center
Scheduled and manual reminders for staff work logs, GST due sweeps, and client deadline alerts.
Compliance Control
Track every major CA office workstream.
The dashboard can organize work by category, client, assignee, priority, due date, and status so every team member knows what needs attention.
GST
Returns, reminders, due dates, client follow-ups.
ITR
Client tasks, documents, status, work logs.
Audit
Checklist, pending work, overdue engagements.
Accounting
Monthly work, logs, review and completion.
TDS
Deadlines, assignments, progress tracking.
ROC
Compliance scope and recurring tasks.
Appeals
Case tasks, client documents, follow-ups.
Other
Custom categories for firm operations.
Automations
Reminders, reports, uploads and alerts.
The CRM can support staff work-log reminders, client deadline alerts, document upload notifications, monthly productivity reports, and manual WhatsApp deep-link requests.
WhatsApp Reminders
Staff work-log pings, GST sweeps, client deadline alerts, and test sends.
Email Alerts
Document upload alerts and monthly admin productivity emails.
Print Reports
Monthly productivity reports with hours, logs, pending work and completion rates.
AI Co-pilot
Firm-focused AI chat for reminders, checklists, compliance drafts and research support.
Product Architecture
Built as a modern single web app.
The product guide describes a FastAPI, MongoDB, and React application with authentication, dashboards, reminders, AI, storage, email, WhatsApp integration, tests, and client portal workflows.
React UI
Admin, staff and client-facing screens in a single web experience.
FastAPI Backend
Auth, role-based routes, tasks, clients, portal, reminders, AI and reports.
MongoDB
Stores users, tasks, clients, logs, reminders, portal data and chat history.
Secure Access
PIN login, hashed credentials, JWT sessions, admin-only routes and upload controls.
Implementation Flow
From CA office workflow to digital firm system.
The strongest rollout starts with mapping how the firm actually works: categories, clients, deadlines, staff ownership, document collection and reporting needs.
01
Workflow Mapping
Map compliance categories, client lists, staff roles, deadline patterns, and current tracking issues.
02
CRM Setup
Configure dashboards, roles, clients, task categories, recurrence rules, portal links and document areas.
03
Automation Layer
Add reminders, upload alerts, work-log pings, productivity reports and WhatsApp/email settings.
04
Training & Reports
Train admin and staff, monitor logs, run monthly reports and improve workflows over time.
Related Work
Need custom CRM or website support too?
A CA Firm CRM can connect with your website, forms, client onboarding, dashboards, reminders and ongoing web support.
Custom CRM Development
Build custom dashboards, workflows, client systems, roles, reports and automations.
View CRM PageCorporate Website Development
Build a clean business website with service pages, forms and lead capture sections.
View Website PageFAQ
Common questions.
What is CA Firm CRM?
CA Firm CRM is an office-management system for chartered accountants to manage clients, staff, tasks, compliances, documents, reminders, reports and portal workflows.
Can staff and clients have separate access?
Yes. The product structure supports admin, staff, and public client portal access, so each role sees only the workflows meant for them.
Can it manage recurring compliance tasks?
Yes. Recurring tasks can auto-spawn the next occurrence when one is completed, which is useful for monthly or periodic compliance work.
Does it support WhatsApp and email reminders?
Yes. The product guide includes WhatsApp reminder workflows, email alerts, document upload notifications and monthly productivity emails.
Can clients upload documents?
Yes. The client portal can allow document uploads, downloads and compliance visibility, while alerting the admin when new files are uploaded.
Request Demo
Want a CA Firm CRM for your office?
Share your firm size, number of staff, compliance categories, client document workflow, reminder needs, and reporting requirements. I’ll help you plan the right CRM setup.
CA Firm CRM inquiry
Elementor Pro form connected here.