Home CA Firm CRM
CA FIRM CRM / BUILT AROUND YOUR PRACTICE
CA practice management.
Work, in order.
A CRM for chartered accountants that brings clients, recurring tasks, documents and team responsibilities together. Configure CA practice management around the way your firm works.
Custom setup · Workflow mapping · Team onboarding
CA Firm CRM
CONCEPT DASHBOARD · FICTIONAL RECORDS
FIRM WORKSPACE
Your practice.
One clear view.
Work
Due today
Team
Assigned
Docs
Requested
GST follow-up
Client A · Staff member
Pending documents
Audit checklist
Client B · Review team
Ready for review
Clients. Tasks. Documents. Next steps.
Know what needs attention.
Bring client work, due dates and pending documents into a shared view.
Make ownership clear.
Organise assigned tasks, work logs and review responsibilities for your staff.
Keep documents moving.
Plan document requests, portal uploads and staff reviews around each engagement.
THE WORKSPACE
Client, task and document management.
For your CA firm.
Choose the CA office management modules your team needs: client records, assigned work, document requests and a shared calendar. We agree the setup and any custom development before implementation.
CA client management
Client records, activity timelines and separate views for firm managers, staff and portal users.
Tasks & recurring work
Create, assign and filter work by category, priority, due date and status. Configure recurring task templates.
Documents & client portal
Request documents, collect uploads and organise review and download workflows.
Compliance calendar
See GST, TDS, ROC and other work by date. Your firm confirms the applicable deadlines and rules.
Work logs & workload
Review daily staff work, assigned tasks and workload information from your firm’s records.
Reports & CSV export
Use the existing reporting views and CSV exports; scope any additional report your team needs.
Illustrative accounting practice workspace.
YOUR IMPLEMENTATION
A system shaped
around your firm.
Moving beyond spreadsheets starts with a shared view of clients, assigned work and pending documents. CA Firm CRM implementation maps your client categories, staff responsibilities and recurring tasks before configuring the workflows your team needs.
Practice management alongside your accounting tools. Use this workspace to organise client service and office work. Keep bookkeeping and filing in the tools your firm uses. Any Tally, Zoho Books or other connection needs a separate review of data, access and integration options.
Planning your requirements? Read the CA practice management software guide.
ONE ORGANISED VIEW
Recurring GST, TDS and audit work.
A shared view of every next step.
CA firm task management starts with a client, a responsible staff member and a due date. Track the status and documents needed for each engagement. Your firm confirms the deadlines and recurrence rules; the CRM organises the work.
GST
ITR
Audit
Accounting
TDS
ROC
Appeals
Other work
Illustrative workflow: adapt each step to your firm’s actual process.
01 / CLIENT ONBOARDING
Create the client record
Agree the engagement category and staff responsibilities before adding the work your team needs to track.
02 / DOCUMENT COLLECTION
Request the right documents
Use a client document request and portal upload workflow so staff can see what is still pending.
03 / TEAM REVIEW
Review and update the task
Staff review the uploaded files and update the assigned task. Managers can check the work status and activity.
04 / RECURRING WORK
Prepare the next cycle
Configure the recurring task template and next due date around the rules your practice has confirmed.
FROM REQUIREMENTS TO ROLLOUT
Start small. Get the workflow right.
01
Map your workflow
Review clients, categories, staff roles, document requests and the gaps in your current tracking.
02
Configure the CRM
Agree the scope, then configure roles, task templates, client records and portal workflows.
03
Test with your team
Check a pilot workflow, sample imports, permissions and the reports your staff will use.
04
Roll out & hand over
Train managers and staff, document the setup and agree the ongoing support you need.
Review access.
Plan the deployment.
The existing application includes role checks, client portal scoping and file type and size validation. Your rollout also needs HTTPS, backups, hosting configuration and a review of who can access each workflow.
Add automation
with a clear scope.
Email or WhatsApp reminders, approval queues, deeper analytics, billing and AI assistance are optional extensions. We agree the integrations, permissions, testing and support before adding them.
Explore AI workflow automation, custom CRM development or a website for your firm.
BEFORE YOU DECIDE
Good questions.
Clear answers.
Understand the setup, the scope and what your team needs to prepare.
What is CA Firm CRM?
CA Firm CRM is a Chartered Accountant practice management CRM for managing clients, staff, compliance tasks, documents, client portal uploads, daily work reports, recurring GST/TDS/ROC work and workload dashboards.
Can staff and clients have separate access?
Yes. CA Firm CRM supports role-based access for Super Admin, Admin Manager and Staff, plus a token-based client portal.
Can it manage recurring compliance tasks?
Yes. It supports recurring compliance task templates for monthly and quarterly GST, TDS, ROC and other 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.
How do we move client and task tracking from spreadsheets?
Send a sample client list, task sheet and document-request process with private data removed. We review field mapping, duplicates, staff ownership and recurring work before agreeing the migration. A pilot workflow helps your team check the setup before a wider rollout.
Does this replace filing portals or professional compliance review?
The CRM organises tasks, due dates, documents and responsibilities. It does not file returns or determine statutory deadlines for your firm. Your team confirms the rules and dates; portal connections, messaging automation and additional reports are separate implementation requirements.
Can a small CA firm start with a limited scope?
Yes. We can plan a first phase around client records, assigned tasks and document collection, then review other requirements after your team tests that workflow. The scope depends on your staff roles and work patterns, rather than adding every possible module at once.
What affects the cost of CA CRM implementation?
The quote depends on the modules, staff roles, data import, hosting, custom reports, integrations and support you need. Share your team size, current tools and one priority workflow. I can then prepare a scoped proposal; development, third-party services and ongoing support should be identified separately.
Can you connect the CRM to Tally, Zoho Books or WhatsApp?
These are optional integration requirements, not included connections. We first check available APIs, permissions, the data to exchange and any provider charges. The proposal identifies what can be connected, how it will be tested and who will support it. WhatsApp messaging also depends on the provider’s requirements.
LET’S ORGANISE YOUR PRACTICE
Tell me how
your firm works.
Share your staff count, current tracking tools and priority workflow to request a scoped CA CRM demo and implementation proposal.
Please share a workflow summary. Keep private client documents and financial records out of this initial enquiry. Read the Privacy Policy.
Request your CA CRM demo
A useful first step: your team size and the work you want to organise.