Practice-Management SaaS for Chartered Accountant Firms
Smart CA runs a CA firm's entire practice: it auto-generates recurring GST/TDS/ITR compliance tasks, assigns them to staff, and gives partners a real-time view — while each client gets a self-service portal for documents, tickets, and billing. Many firms share one deployment, isolated by row-level tenancy, and it installs like a native app on any phone.
Each user type gets a focused surface built for their job — from the platform owner down to the firm's end clients.
Many firms share one deployment, isolated by row-level tenancy — a firm key enforced through a request-scoped tenant context and a global query scope, administered from a super-admin console.
Task masters, groups, and recurrence patterns generate and schedule GST, TDS, and ITR work automatically — assigned straight to staff queues, with partners watching real-time status.
Businesses with GST/PAN/TAN and entity details, plus a credentials vault for portal logins and filing IDs with reveal/copy controls.
Recurring bills, server-side GST tax-invoice PDFs, payment reminders, expenses, CSV export, and a payments-oversight dashboard.
Per-client and org-wide file storage. Clients get a self-service portal view of their own documents with secure downloads.
Firm-wide channel and direct messages with emoji, reactions, read receipts, deep links, and tiered message retention — a paid add-on, gated per firm on both API and app.
A queued fan-out pipeline to per-device FCM tokens with per-role device caps; a service worker handles both foreground and background delivery.
Clients raise tickets from their portal; firm admins triage and assign; staff work them from their queue — status tracked end to end.
Escalating brute-force lockout with no account-enumeration leak, per-role session caps, forced first-login password change, and password changes that invalidate other sessions.
The system is built around real CA firm workflows. Every step removes a manual touchpoint.
A firm is provisioned with its plan, trial, add-ons, and storage pool. Row-level tenancy keeps its data isolated from every other firm on the deployment from day one.
Partners add client businesses with GST/PAN/TAN details and credentials, then define task masters — recurrence templates that automatically spawn GST, TDS, and ITR compliance work.
Generated tasks land in each employee's personal work queue with calendar notes and todos. Team Chat keeps coordination inside the firm, and push notifications reach every device.
Recurring bills and GST tax invoices generate as compliant PDFs on the server. Reminders chase payments; the oversight dashboard rolls up who owes what.
Each client logs into their own portal for documents, support tickets, and billing visibility — installable as a native-feeling PWA on any phone.
Yearly plans with add-ons that scale with your firm — or a single-tenant on-premise deployment if you want your own instance. Reach out for a demo.