Stop drowning in spreadsheets. Manage your entire practice—from hierarchical team structure to client billing—in one unified, intelligent platform built for Indian CA firms.
Whether you're the firm owner, a partner managing your team, or a staff member handling tasks—CA Manage adapts to your role.
Complete control over your entire practice with real-time visibility.
Lead your department with full visibility into your team's work.
Focus on what matters—completing assigned tasks efficiently.
Empower clients with self-service and real-time tracking.
Mirror your real firm structure in the software. Data isolation ensures partners only see their team's work.
Built specifically for Indian CA firms with compliance, GST, and ITR workflows in mind.
Single source of truth for all client data—PAN, GSTIN, engagement history, and documents in one secure vault.
Client requests auto-route to the right department. Partners assign to staff with one click.
Visual task boards move work from Draft → In Progress → Review → Filed. No manual follow-ups needed.
Secure, version-controlled storage. Clients upload working papers, staff download filed returns.
GST-compliant invoices generated automatically when tasks complete. Track payments and dues effortlessly.
Staff log billable hours per task. Generate accurate invoices based on actual time spent.
Automated reminders for due dates, task assignments, and invoice payments via WhatsApp.
Real-time metrics on revenue, staff utilization, SLA compliance, and department performance.
Partners see only their department's data. Staff access only assigned tasks. Complete privacy.
See how CA Manage streamlines your entire practice workflow.
Client logs into their portal, selects a service from your catalog (ITR, GST, Audit), and uploads required documents.
System automatically routes the request to the correct department's Partner based on service category.
Partner reviews the request, sees team workload at a glance, and assigns to the best-suited staff member.
Staff works on the task, logs time, uploads deliverables, and submits for Partner review.
Partner reviews, approves, and the system auto-generates a GST invoice. Client downloads deliverables and pays online.
Start free, upgrade when you're ready. No hidden fees, no surprises.
Perfect for small practices getting started.
For growing firms with multiple partners.
Join 500+ CA firms who've streamlined their operations with CA Manage. Start your free trial today—no credit card required.