Client & Case Management
Every client, entity and engagement in one register — with contact details, PAN and GST references, and the full history of work done for them.
For CA, CS & Tax Consultants
CA Office Automation — Practice Management Software for CA, CS & Tax Firms
Client records, compliance due dates, document workflows and billing in one system, so nothing depends on someone remembering. Built for practices in Sangli, Kolhapur, Pune and across India.
Based outside India? See how we work with overseas clients
The Problem
Why businesses move to CA Office Automation
A growing practice does not usually fail on technical skill. It fails on tracking — which client's return is pending, whose documents are still awaited, which filing is due this week, and what has actually been billed. That tracking normally lives across Excel sheets, WhatsApp groups and one senior person's memory.
CA Office Automation puts it in one place. Every client, every engagement, every statutory due date and every document sits in a single system your whole team can see — so partners stop being the only ones who know the status.
It is a product, so you are not starting from a blank page — but it is not rigid. Where your process differs, we adapt the software to match rather than asking you to change how you work.
What It Does
CA Office Automation Features
Everything below is part of the core product. Additional modules and integrations are added where your process needs them.
Compliance & Due-Date Tracker
Statutory deadlines tracked per client with reminders ahead of time, so filings are not discovered late.
Document Vault
Client documents stored against the engagement they belong to, searchable and permission-controlled, instead of scattered across inboxes.
Automated Billing
Bills raised against engagements and time spent, with outstanding tracked per client so recovery does not slip.
Task & Staff Allocation
Work assigned to articles and staff with visible status, so a partner can see what is pending without asking.
Practice Reports
Work in hand, filings completed, billing raised and recovery position — the numbers a partner actually reviews.
How We Roll It Out
From First Call to Going Live
01
Walk through your process
We see how you work today and where CA Office Automation fits — on-site if you are in Maharashtra, over video anywhere else.
02
Configure and adapt
Masters, formats, rates and reports set up for your business, with any changes your process genuinely needs.
03
Move your existing data
Masters, opening balances and history imported from Excel, Tally or your current software, checked with you before go-live.
04
Train and go live
Your staff trained on the real system with your own data, then supported through the first live cycle rather than left at handover.
CA Office Automation — Frequently Asked Questions
Is this suitable for a small practice or only large firms?
Both. A single practitioner with two staff benefits from the due-date tracking and document vault as much as a multi-partner firm — arguably more, because there is no one else to catch a missed deadline.
Can it track due dates for different compliance types?
Yes. Due dates are tracked per client and per engagement type, so income tax, GST, ROC and audit deadlines can each carry their own schedule and reminders.
Where is client data stored?
Wherever you choose. It can run on your own office server or on cloud hosting you control. Given the confidentiality of client records, that choice stays yours rather than ours.
Can staff be restricted to only their own clients?
Yes. Role-based access controls what each person can open, and an audit trail records who changed what.
Can we import our existing client list?
Yes. Client masters and opening balances can normally be imported from Excel or your current software. We check the data with you before go-live.
Do you customise it for how our practice works?
Yes. The product covers the common ground, and we adapt workflows, document categories and report formats to match how your office actually runs.
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