Admin Dashboard
Client, task, staff, overdue, due-today, work-log and workload stats for firm owners and managers.
CA Firm CRM
CA Firm CRM for managing clients, tasks, compliances & documents.
CA Firm CRM is a full-stack Chartered Accountant practice management CRM built with Next.js, TypeScript, Tailwind CSS and Prisma. It helps CA firms manage clients, staff, compliance tasks, recurring GST/TDS/ROC work, daily work reports, document requests, client portal uploads, workload tracking and operational dashboards from one secure web application.
Tasks
Tracker
Portal
Clients
Next
App Router
CSV
Reports
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.
Secure firm access
HTTP-only cookie sessions, role checks, client portal tokens, file validation and server-side access controls.
CRM Modules
CA CRM software for chartered accountants 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
Assigned tasks, status updates, personal work logs and staff-only task visibility.
Task CRUD & Filters
Create, assign, filter and update tasks by status, priority, category, due date and assignee.
Recurring Compliance Templates
Monthly, quarterly and recurring GST, TDS, ROC and other compliance task templates.
Client Management
Client records, portal token generation and rotation, activity timeline and document visibility.
Client Portal
Token-based client portal at /portal/[token] for document requests, uploads and downloads.
Document Requests
Admin requests, client uploads, staff review, secure download and file validation workflows.
Compliance Calendar
Calendar view for deadlines, recurring work, overdue tasks and date-based compliance visibility.
Reports & CSV Export
Daily work reporting, staff productivity tracking, workload dashboard and basic CSV report exports.
Compliance Control
Track every major CA office workstream.
The dashboard can organize GST, TDS, ROC and other recurring 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.
Roadmap & Automation Layer
Communication automation, reports, approvals and AI roadmap.
Current product scope covers task, document, portal, report and workload workflows. The roadmap can extend it with communication automation, approval queues, deeper compliance workflows, AI assistant features, advanced analytics and billing.
Communication Automation
Roadmap support for staff reminders, approval queues and client deadline communication.
Document Alerts
Document request, upload review and productivity reporting workflows.
CSV Reports
Basic reports, daily work logs, productivity views and CSV export-ready records.
AI Assistant Roadmap
Planned roadmap area for document summaries, compliance support and advanced firm insights.
Product Architecture
Built as a modern single web app.
The repository describes a Next.js App Router, React, TypeScript, Tailwind CSS and Prisma application with SQLite for local development, PostgreSQL for production hosting, custom HTTP-only cookie authentication, dashboards, document storage, client portal workflows and Hostinger deployment support.
React UI
Admin, staff and client-facing screens in a single web experience.
Next.js API Routes
Authentication, role checks, clients, tasks, portal routes, document requests and reports.
Prisma ORM
SQLite for local development and PostgreSQL for production hosting through Prisma schemas and migrations.
Secure Access
bcrypt password/PIN hashing, JWT sessions, HTTP-only cookies, role checks, same-origin checks and upload validation.
Security Features
Designed for secure practice workflows.
CA Firm CRM includes practical security controls for authentication, role access, client portal scoping, upload validation and production deployment.
Hashed Login
bcrypt password/PIN hashing with custom HTTP-only cookie session handling.
Role Checks
Server-side role checks for Super Admin, Admin Manager, Staff and token-based Client Portal access.
Upload Safety
MIME, extension and size validation with local file read/delete restricted to the configured upload directory.
Production Checklist
HTTPS, strong AUTH_SECRET, PostgreSQL backups, upload folder backups and Hostinger/Node updates.
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, ongoing web support and website development services.
Custom CRM Development
Build custom dashboards, workflows, client systems, roles, reports and automations.
View CRM PageGitHub Repository
Review the CA Firm CRM repository, README, setup guide, tech stack, security checklist and Hostinger deployment notes.
View GitHubFAQ
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.
What stack is CA Firm CRM built with?
CA Firm CRM is built with Next.js App Router, React, TypeScript, Tailwind CSS, Prisma, SQLite for local development and PostgreSQL for production hosting.
Can clients upload documents securely?
Yes. The client portal supports document requests and upload/download workflows with file type and size validation and portal-token scoped access.
Is this useful as CA office management software?
Yes. CA Firm CRM works as CA office management software for tracking clients, recurring compliance tasks, staff work logs, document collection, reminders, reports and firm productivity.
Request Demo
Want to set up CA Firm CRM for your office?
Share your firm size, staff count, compliance categories, client document workflow, report requirements and deployment preference. I’ll help you plan the right CA CRM setup.