Request services
Clients pick from your catalogue instead of calling the office.
Client management
Every client. Every identifier. One record.
Stop hunting across spreadsheets, WhatsApp chats and email threads. Each client's identity, work, deadlines and documents live together.
What you get
Client management, done properly.
- Seven entity typesIndividual, Proprietorship, Partnership, LLP, Company, Trust and HUF.
- Identifiers checked on entryPAN, GSTIN, TAN and CIN are validated against their formats, so typos are caught at the door.
- Everything linkedService requests, compliance deadlines, invoices and documents all hang off the client.
- Risk at a glanceAn AI-generated risk score gives you a starting point for review.
The client portal
Invite clients to their own login. They see only their records — never another client's, never another firm's.
Upload documents
Files go straight to the client's record, scanned before your team can open them.
Track progress
Status updates replace the "any update?" phone call.
Keep exploring
It all connects.
Billing & invoicing
Approved work turns into a GST invoice with the tax heads already split — so nothing goes unbilled and nothing needs re-typing.
ExploreGST compliance
Every return for every client, by period, with an owner and a status — and reminders before it becomes a late fee.
ExploreIncome tax & ITR
Collect documents, assign returns, review them and bill them — while advance tax, tax audit and TDS deadlines stay in view.
ExploreRun your next filing season on CA Manage.
Register your firm in a few minutes. New firms start on a 14-day trial, and a free plan is available after it.