Product build for CA and audit firms
CA Firm Workflow Platform Case Study
A firm operations platform for client files, audit stages, document tracking, deadlines and team workload.
Result
What Changed
The product turns firm work into a trackable workflow with clearer ownership and fewer manual status checks.
Business Problem
CA firms need reliable visibility across clients, missing documents, audit stages, GST/ITR deadlines and staff assignments.
Old Workflow
Client status lived across chat, folders and spreadsheets, making partner review and deadline control difficult.
What We Built
Cybals structured a CA firm product around client records, document checklists, deadline tracking and workload visibility.
Architecture / Stack
Laravel
Next.js
MySQL
Notifications
Modules and Features
Clients
Documents
Audits
Deadlines
Assignments
Proof Depth
Client document tracking
Audit stage visibility
GST/ITR deadline views
Team workload dashboards
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