Practice management for CA & tax firms

Run your entire CA practice from one platform

CA Assist unifies GST, ITR, TDS, ROC/MCA and PF/ESI compliance, client & task management, billing, payroll and a secure client portal — on web and mobile. Stop juggling spreadsheets and never miss a filing deadline again.

Start free trial See it in action
  • ✓ Multi-tenant & secure
  • ✓ Web · iOS · Android
  • ✓ Built for Indian compliance
app.caassists.com/dashboard
Dashboard Overview Tax Calendar Activity
248Total Clients
1,932Documents
₹6.4LRevenue (Month)
17Pending Tasks
GST filing status
Upcoming deadlines
GSTR-3B · 20 Jun
TDS 26Q · 31 Jul
ITR filing · 31 Jul
ROC AOC-4 · 30 Sep
40+Modules in one app
6Compliance engines
2Native mobile platforms
100%Tenant data isolation
Why CA Assist

Everything your practice needs, nothing it doesn't

Purpose-built for Indian Chartered Accountants — replace a dozen disconnected tools with a single, role-aware platform your whole firm can trust.

Never miss a deadline

A unified tax calendar surfaces every GST, TDS, ITR and ROC due date with automated reminders, so nothing slips through the cracks.

Do more in less time

Bulk operations, workflow automation and reusable document templates cut repetitive work — your team focuses on advisory, not admin.

Delight your clients

A branded client portal, e-signatures and in-app chat keep clients informed and let them self-onboard, upload documents and track status.

Secure by design

Multi-tenant isolation, JWT authentication, granular role-based access and a complete audit trail keep every firm's data private and compliant.

Work from anywhere

Native iOS and Android apps give partners, staff and clients full access on the move — dashboards, tasks, documents and approvals in your pocket.

Grow with confidence

Built-in CRM/leads pipeline, billing, email & social marketing and rich reports help you win clients and understand firm performance.

Indian compliance, covered

Six compliance engines under one roof

Track every statutory obligation against the right client type using a Government-of-India compliance catalogue — with status, due dates and filing history.

GST

GST Returns & Tracker

GSTR-1, 3B and more with total / filed / pending / overdue summaries, bulk generation and per-client filing.

e-Invoice

GST e-Invoice (IRN)

Generate and track e-invoice IRNs with clear status tracking for every registered client.

ITR

Income Tax (ITR) Filing

Manage ITR workflows, statuses and supporting documents across your client base.

TDS

TDS Returns

Track 24Q/26Q/27Q deductions, challans and quarterly filing status in one register.

ROC / MCA

ROC / MCA Compliance

Company filings such as AOC-4 and MGT-7 with due-date tracking and document storage.

PF / ESI

PF & ESI Returns

Payroll statutory returns with deadlines, status and history for every applicable client.

Compliance modules track status and deadlines to keep your firm organised. CA Assist complements — and does not replace — official government filing portals.

One platform, every workflow

40+ connected modules across five pillars

From onboarding a client to filing their returns and raising the invoice — it's all here, and it all talks to each other.

Practice management

  • Clients & client types
  • Tasks & task scheduler
  • Assignments (trainee ↔ manager)
  • Time tracking & billing
  • Approvals workflow
  • Branches & multi-company

People & payroll

  • Employees & roles
  • Payroll runs
  • Leaves & leave master
  • Holidays calendar
  • Expense claims
  • PF/ESI & statutory

Client collaboration

  • Client portal
  • Self-onboarding
  • Document vault
  • Templates & e-signature
  • In-app chat
  • Knowledge base

Billing & growth

  • Billing & invoices
  • Subscriptions
  • Leads / CRM pipeline
  • Email marketing
  • Social marketing
  • Reports & analytics

Finance & books

  • Bank reconciliation
  • Vendors & registers
  • Advance tax
  • Accounting settings
  • Master data
  • Audit management

Platform & admin

  • Multi-tenant isolation
  • Role-based access
  • Audit trail
  • Automation & workflow builder
  • Bulk operations
  • Storage & quotas
Win & grow your client base

Built-in Lead Management & CRM

Capture every enquiry, move it through a visual pipeline, and convert a won lead into a fully-fledged client in a single click — all inside CA Assist, no separate CRM needed.

app.caassists.com/leads
Total86
New21
Contacted18
Qualified15
Proposal9
Won17
Lost6
₹ Open pipeline value: ₹12,40,000
New 21
Rohit MehtaMehta & Sons · ₹45,000RA
Sunrise ExportsWebsite · ₹1,20,000PK
Qualified 15
Anita VermaReferral · ₹80,000SJ
Delta Foods Pvt LtdEvent · ₹2,10,000RA
Proposal 9
Cygnus LLPCold Call · ₹1,50,000PK
Won 17
Bright TradersSocial · ₹95,000✓ Converted to client

Visual pipeline

Track leads across six stages — new, contacted, qualified, proposal, won and lost — with live counts.

Capture every source

Tag where each lead came from — website, referral, cold call, social, email, events and walk-ins.

Owners & pipeline value

Assign leads to team members and see your open pipeline value in ₹ at a glance.

One-click convert

Turn a won lead into a client record instantly — no re-keying of contact details.

Take a look inside

A clean, Apple-inspired interface your team will love

Fast, focused and consistent across web and mobile — designed so staff need almost no training.

GST Returns & Tracker
312Total
274Filed
31Pending
7Overdue
ClientReturnPeriodStatus
Acme Pvt LtdGSTR-3BMay 2026Filed
Bright TradersGSTR-1May 2026Pending
Cygnus LLPGSTR-3BApr 2026Overdue
Delta FoodsGSTR-1May 2026Filed
GST tracker — total, filed, pending & overdue at a glance.
Tax Calendar
June 2026
MTWTFSS 1234567 891011121314 15161718192021
GSTR-3BTDSAdvance tax
Tax calendar — every statutory due date in one view.
Client Portal
My documents
GST-Workings-May.xlsx
ITR-Computation.pdf
Engagement-Letter.pdf Sign
Open tasks
Share April bank statement
Approve invoice #1042
Client portal — documents, e-sign & tasks for your clients.
CA Assist on the go

Your practice in your pocket — iOS & Android

The native CA Assist mobile app mirrors the web platform so your team and clients stay productive anywhere. Review dashboards, action tasks, approve requests, chat, upload documents and check compliance — all from your phone.

  • Real-time dashboard & tax calendar
  • Tasks, approvals & assignments on the move
  • Document vault & e-signature
  • Client portal & in-app chat
  • Push notifications for deadlines & updates
Download on theApp Store Get it onGoogle Play

Launching soon on iOS & Android — get notified.

Dashboard
248Clients
17Tasks
₹6.4LRevenue
1.9kDocs
GSTR-3B due · 20 Jun TDS 26Q · 31 Jul 3 approvals pending
Get started in days, not months

Up and running in three simple steps

  1. 1

    Set up your firm

    Create your tenant, add branches, staff and roles. Import your client list to get going fast.

  2. 2

    Onboard clients

    Invite clients to self-onboard through the portal, collect documents and map their compliance obligations.

  3. 3

    Work & file

    Assign tasks, track GST/ITR/TDS/ROC deadlines, collaborate, bill and report — from web or mobile.

Simple, transparent pricing

Plans that scale with your firm

Start free, upgrade when you're ready. Every plan includes web & mobile access and core compliance modules.

Starter

₹0/ free trial

For solo practitioners getting started.

  • Up to 10 clients
  • GST, ITR & TDS tracking
  • Tasks & document vault
  • Web & mobile access
Start free
Most popular

Practice

Custom/ per firm

For growing CA firms with a team.

  • Unlimited clients
  • All compliance engines
  • Client portal & e-signature
  • Payroll, billing & CRM
  • Roles, approvals & audit trail
Request a demo

Enterprise

Custom/ multi-branch

For large & multi-branch practices.

  • Everything in Practice
  • Multi-company & branches
  • Automation & workflow builder
  • Storage quotas & admin tools
  • Priority support
Talk to sales
Questions, answered

Frequently asked questions

What is CA Assist?

CA Assist is a multi-tenant practice management platform for Chartered Accountants and tax firms. It brings GST, ITR, TDS, ROC/MCA and PF/ESI compliance tracking, client and task management, billing, payroll and a client portal into a single web and mobile app.

Which compliance modules are included?

A GST tracker, GST e-Invoice (IRN) tracking, ITR filing, TDS, ROC/MCA compliance, PF/ESI returns and advance tax — plus a unified tax calendar with reminders and a Government-of-India compliance catalogue mapped to client types.

Is there a mobile app?

Yes — a native iOS and Android app built with React Native gives your team and clients on-the-go access to dashboards, tasks, documents, compliance and the client portal.

Does it support multiple firms and roles?

Yes. CA Assist is multi-tenant with strict per-firm data isolation and role-based access for Administrator, Tenant, Manager, Employee, Trainee and Client roles, plus a complete audit trail.

Does CA Assist file returns directly with the government?

CA Assist helps you organise, track and meet every statutory deadline. It complements official government portals for the final submission, keeping your firm's filing status and history in one place.

Ready to modernise your practice?

Join forward-thinking CA firms running on CA Assist. Request a personalised demo or start your free trial today.

No credit card required · 14-day free trial · Or email us at info@cygnatica.com