Run your practice like it's 2030. Not 1998.
Clients, filings, documents and follow-ups — one energetic workspace so your team ships compliance work without the spreadsheet circus.
Good morning, Priya
14 due this week
247
Active clients
38
Open tasks
12
Docs pending
Mehta & Co.
GST return — Nov
Dec 11On trackBansal Textiles
TDS payment Q3
Dec 14Awaiting docsIyer Holdings
Audit draft review
Dec 16In review
Trusted ops layer for CA firms
10,000+
Returns filed
₹5B+
Assets reconciled
99.9%
Deadline accuracy
180+
Practices onboarded
* Anonymised aggregates across customer firms. Indicative figures.
What's inside
A workspace shaped around the way your practice actually runs.
CA Suite replaces the patchwork of spreadsheets, email threads and shared drives with one structured place for client work.
Document collection
Request and gather client files without messy email threads.
Send branded requests, track what's outstanding, and let clients drag-and-drop ledgers, bank statements and invoices in one secure place.
- Form 26AS.pdfReceived
- Bank stmt — HDFC.csvReceived
- Sales register Q3Pending
Automation
Reminders and repeatable workflows so nothing slips.
Build recurring engagements once. Reminders, escalations and handoffs run themselves — your team only touches what needs judgement.
- GST monthly92%
- TDS quarterly78%
- ROC filings55%
Task management
Assign work, see status, keep the team aligned.
From draft to partner review — every task has an owner, a due date and a clear path. Workloads stay balanced without status meetings.
To do
- Draft notes
- Send query
In review
- Audit P&L
- Reconcile A/R
Done
- Filed GST
Client management
One place per client for scope, history, and engagement context.
Every client has a single source of truth — engagement letters, prior filings, contacts, notes and timelines accessible in seconds.
Mehta & Co.
Partnership · 14 engagements
42
Returns
100%
On time
2019
Since
How it works
From onboarding to filing — four loud, simple steps.
- Step 01
Onboard the client
Invite a client in seconds. Import prior filings, set engagement scope, and assign a partner-in-charge.
- Step 02
Collect documents Automatically
Send a branded request list. Clients upload directly — no email back-and-forth, no missing attachments.
- Step 03
Run the work
Tasks flow through your team with automated reminders, reviews and partner sign-offs.
- Step 04
Close the loop
File, archive and reset for the next cycle. Reminders for the next due date are already scheduled.
In their words
Trusted by the firms other firms watch.
Illustrative quotes for layout — names and firms are placeholders, not verified endorsements.
5 out of 5 stars“We replaced three tools and a chaos of spreadsheets with CA Suite. Our partners finally see the whole practice on one screen.”
5 out of 5 stars“Document collection used to consume our juniors. Now clients upload directly and the team focuses on review work where it matters.”
5 out of 5 stars“Deadline accuracy is the metric I care about. We haven't missed a filing in two quarters since switching over.”
Pricing
One plan. All of CA Suite. Priced for your firm.
No tier grids, no per-seat puzzles. We price for the size and shape of your practice — so you pay for what you actually use.
Billed annually · indicative public list price; final quote after scoping call
- White-glove onboarding for partners and staff
- Team training and recorded sessions
- Dedicated account manager
- Priority support with response SLAs
- Data migration from existing tools
FAQ
Questions, answered plainly.
Who is CA Suite for?
How do you handle security and confidentiality?
How does document collection work?
How long does onboarding take?
Can we migrate from our current tools?
What does support look like after we go live?
Do you offer training for our team?
Your practice deserves better than spreadsheets.
Get started free, or book a walkthrough with our team.
No card required · Migration assisted · Cancel anytime