CA practice management software for Indian firms
Run an entire practice from one workspace: a multi-client dashboard, client onboarding, per-client GST and income-tax oversight, a filing tracker, a private file vault, a task queue and calendar, and client billing — with every client kept as its own isolated set of books.
The CA practice dashboard — overdue filings, the statutory calendar, and per-client portfolio health.
One workspace for the whole client base
See every client’s status, do the work, and keep each client’s books — and your firm’s own — properly separate.
Running many clients without losing the thread
The hard part of a practice is not any single computation — it is holding the whole portfolio in view while keeping each client sealed off from the next.
The practice workspace opens on a multi-client dashboard that aggregates the status that actually matters to a firm: which clients have GST returns due or done, and where each income-tax computation sits. A filing tracker turns that into a working list, so instead of opening each client to ask "have we filed this", a partner reads the portfolio at a glance and assigns what remains. Clients are brought in by invitation during onboarding, and the firm can take on a business that already keeps its books in ReadyBooks just as easily as one starting from scratch.
Crucially, all of this respects multi-tenant boundaries. Every client is its own tenant with its own data, the firm’s own practice books are a separate tenant again, and you operate on a client by switching into that client’s context. That means there is no screen where two clients’ numbers can blur together — you are always working on exactly one set of books, and a client’s data is structurally isolated from every other client’s. For a firm, that isolation is not a nicety; it is the basic condition of being trusted with other people’s accounts.
Documents, tasks, deadlines, and finalisation
Beyond the numbers, a practice runs on paperwork, to-do lists, statutory dates, and the careful back-and-forth of closing a client’s year.
Each client gets a private file vault — a Drive-like document store for the firm’s working papers, organised into folders, with uploads and signed-link downloads so access stays under control. It is where the engagement’s documents live as one organised set, instead of being scattered across email threads and individual laptops where they are hard to find and impossible to govern. The work itself is organised through a task queue, so filing and compliance jobs are assigned and tracked, and a calendar surfaces the due dates the practice is working against.
Finalisation gets special treatment. Accounting periods can be locked once closed, and when a genuine adjustment is needed there is a collaborative period-unlock flow, so changing a closed period is a deliberate, agreed action between the firm and the client rather than someone quietly reopening the books. Throughout, an activity timeline and login records capture what staff did across clients, giving a partner the accountability trail to review work. And because the firm’s commercials matter too, client billing tracks usage and flags overages so the practice bills accurately. Note that the workspace described here is the web product — we are extending the mobile experience for CA workflows, but we market only what has shipped.
Where the workspace fits a firm
Three CA-practice scenarios the workspace is built for.