The best CA management software for Indian firms. Create proposals, track compliance, manage clients, and automate follow-ups — all from one platform built for chartered accountants.
WhatsApp + Email Automated Follow-ups for Faster Client Response.
Purpose-built tools for chartered accountants to streamline proposals, follow-ups, and client engagement.
Create branded engagement letters and proposals in minutes with CA-specific templates for audit, tax, GST, and advisory services.
Never lose a client to delayed responses. Automated reminders on WhatsApp and Email ensure faster client engagement.
Legally binding e-signatures with complete audit trails. Stay compliant with ICAI guidelines for engagement letters.
Track proposals, revenue, and team performance from a single dashboard built specifically for CA firms.
Every proposal, portal, and communication carries your firm's branding. Look professional at every touchpoint.
Role-based access for partners, managers, and articled clerks. Delegate work with full visibility.
Pick a template, customize pricing, and generate a professional proposal in minutes.
Share via WhatsApp or Email. Automated follow-ups ensure clients respond faster.
Clients review, accept, and e-sign — all tracked in your dashboard.
Join thousands of professionals who have transformed their practice with precision and speed.
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
Your Next Client is Waiting — Send Your First Proposal in 10 Minutes.
