Powerful Features for Modern CA Firms

Everything you need to run an efficient, profitable practice—built specifically for Indian Chartered Accountants.

Core Features

Everything Your Practice Needs

Built specifically for Indian CA firms with compliance, GST, and ITR workflows in mind.

Client 360°

Single source of truth for all client data—PAN, GSTIN, engagement history, and documents in one secure vault.

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Auto Invoicing

GST-compliant invoices generated automatically when tasks complete. Track payments and dues effortlessly.

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GST Compliance

Streamline GST return filing with automated calculations, reconciliation, and deadline tracking.

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ITR Filing

Manage income tax return workflows efficiently with document collection, computation, and filing tracking.

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Team Management

Hierarchical team structure with role-based access. Assign tasks, track workload, and ensure accountability.

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Smart Routing

Client requests auto-route to the right department. Partners assign to staff with one click.

Document Vault

Secure, version-controlled storage. Clients upload working papers, staff download filed returns.

Time Tracking

Staff log billable hours per task. Generate accurate invoices based on actual time spent.

WhatsApp Alerts

Automated reminders for due dates, task assignments, and invoice payments via WhatsApp.

Built for Every Role

One Platform, Multiple Perspectives

Whether you're the firm owner, a partner managing your team, or a staff member handling tasks—CA Manage adapts to your role.

Master Admin

Complete control over your entire practice with real-time visibility.

  • Bird's eye view of all departments
  • Firm-wide analytics & revenue tracking
  • Create & manage admin users
  • System settings & integrations

Partner

Lead your department with full visibility into your team's work.

  • View your team's workload & capacity
  • Assign tasks to staff members
  • Review & approve completed work
  • Track department revenue & SLAs

Staff Member

Focus on what matters—completing assigned tasks efficiently.

  • Clear task dashboard with deadlines
  • Time logging for billing accuracy
  • Submit work for partner review
  • Access only assigned client files

Client Portal

Empower clients with self-service and real-time tracking.

  • Request services from catalog
  • Upload documents securely
  • Track service progress live
  • View & pay invoices online

Ready to See It in Action?

Start your free trial today or schedule a personalized demo with our team.

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