Audit, Client & Firm Workflow Management Software
CA Firms
Track client documents, audit stages, GST/ITR deadlines, assignments, team workload and firm operations.
Built For
CA firms that need cleaner tracking across clients, documents, filings, audits and team assignments.
Client work becomes difficult to control when documents, deadlines and staff assignments are spread across chat, folders and spreadsheets.
Old Workflow
Partners ask for status manually, staff update separate sheets, and deadline risk grows when client documents are missing.
What It Solves
Client work becomes difficult to control when documents, deadlines and staff assignments are spread across chat, folders and spreadsheets.
Use Cases
Audit workflow tracking
GST and ITR deadline management
Client document collection
Feature Modules
Product Modules
Client files
Document checklist
Audit stages
Deadline tracker
Task assignment
Team workload
Workflow
How Teams Use It
01Add client
02Request documents
03Assign staff
04Track audit stage
05Monitor deadline
06Review workload
Screenshots Gallery
Product Screens to Review in Demo
Pricing / Subscription
Pricing can be structured by firm size, users and enabled workflow modules.
FAQ
Can firms add their own checklist templates? Yes, checklist structures can be customized.
Can partners track team workload? Yes, workload views are part of the product flow.
Can client reminders be automated? Reminder workflows can be added during implementation.
Tech Stack
Laravel
Next.js
MySQL
Notifications
Demo Actions
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