CA Practice Management Software
CA practice management software for CA firms and tax practitioners, on web and mobile. It keeps every client's recurring work, such as GST returns, TDS returns, income tax filing and audits, on one list with due dates and the staff member responsible. What it gets right is the due date: partners see what is pending before the last day, not on it.
Partners, Managers, Article assistants and staff, Accountants, Clients
Web, Android and iOS
Built for the way your trade works.
For CA firms and tax practitioners who handle recurring compliance work for many clients and need due dates, staff allocation and fees in one place, on the web and on the phone.
Recurring compliance tasks created client-wise with due dates
Staff-wise work allocation with status from pending to filed
Clients upload documents from the app against each task
- Due date calendar for GST, TDS, income tax and audit work
- Client master with services taken, contacts and group entities
- Fee billing against completed work, with outstanding fees list
- Reminders to clients for papers and pending fees by WhatsApp
- Digital signature expiry register with reminders
- Partner dashboard of pending, overdue and completed work
A day's work, in order.
Set up the client
Each client is added with the services you handle and how often each falls due.
Tasks get created
Recurring work appears on the list each period with its due date.
Allot to staff
A partner or manager assigns each task to an article assistant or staff member.
Collect the papers
The client is reminded to send documents and uploads them from the app.
Review and file
Work moves from prepared to checked to filed, with the status visible to partners.
Bill the fees
The bill is raised when the work is done and unpaid fees are followed up.
9 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
Document management
Attaches scanned bills, challans, agreements and certificates to the entry they belong to.
About this module Data, AI and integrationApproval workflows
Sends purchase orders, payments, discounts, credit-limit overrides and leave to the right person by value and…
About this module Sales and serviceRenewal reminders
A due-date calendar for policies, contracts or subscriptions, with reminders to the client and the person responsible…
About this module Sales and serviceCRM
Keeps every customer's contacts, enquiries, quotations, orders, complaints and follow-ups in one record.
About this module Buying and sellingDealer and customer portals
A login for dealers and customers to place orders at their own rates, track dispatch, download invoices and ledger,…
About this module Data, AI and integrationWhatsApp integration
Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.
About this module Finance and complianceAudit trail and user rights
Keeps an edit log of every voucher and master: who created, changed or deleted it, when, and the old and new values.
About this module Data, AI and integrationBI dashboards
Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.
About this module Data, AI and integrationMobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
About this moduleIndustries it serves.
Related products.
Retail POS and Billing Software
Retail billing software for single shops and chains.
View Retail and servicesService Centre and Repair Software
Service centre management software for repair shops and for brands running authorised service centres.
View Retail and servicesClinic Management Software
Clinic management software for single doctors, polyclinics and multi-branch practices.
View Retail and servicesInsurance Agency Management
Insurance agency management software for agents and agencies who sell policies of several insurers, often with sub-agents under…
View Retail and servicesHousing Society Management
Housing society management software for co-operative housing societies run by a volunteer committee.
View Retail and servicesTemple and Trust Management
Temple management software for temples and charitable trusts that receive donations under many heads.
ViewQuestions, answered.
Can it create GST and TDS return tasks every period on its own?
Yes. You mark which services each client takes and how often they fall due. The tasks then appear each period with their due dates, so nothing depends on someone remembering to add them.
Can partners see which staff member is overloaded?
Yes. Every task has an owner and a status, so partners can see pending work staff-wise and client-wise. Work can be moved from one person to another before a due date is missed.
Can clients send their documents through the app?
Yes. A client can upload bank statements, invoices and other papers against the task they are meant for. Your team stops searching through email and WhatsApp for the right file.
Does it file returns on the government portals?
No. Filing is still done on the department's portal or in your filing utility. This software manages the work around it: who is doing what, by when, with which papers, and whether the client has been billed.
Does CA Practice Management Software work on mobile?
Yes. It runs on Web, Android and iOS, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can CA Practice Management Software be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See CA Practice Management Software working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.