Run your entire CA practice from one dashboard
Deliver client records on WhatsApp. Track tasks across your team. Raise GST invoices. All in one place, built for the way Indian CAs actually work.
Rajesh (Client)
online
KP & Associates
Business Account
Instant Delivery
Records reach clients in seconds via WhatsApp.
Secure Storage
Enterprise-grade encryption for all documents.
Save 10+ Hours/Week
Eliminate repetitive calls and manual sharing.
The Problem
Sound familiar?
Every CA firm faces these problems. CA Manager solves all three.
Endless Phone Calls
Clients call repeatedly asking for the same documents. Your staff spends hours answering instead of doing productive work.
Manual File Sharing
Sending files over email or WhatsApp one by one is tedious, error-prone, and impossible to track.
No Structured Records
Clients have no single place to view their documents. Records get lost in chat histories and overflowing inboxes.
Everything you need
Built for the way Indian CAs work
Replace Excel sheets, shared drives and scattered WhatsApp threads with one purpose-built platform.
Your clients get records on WhatsApp. Instantly.
We use the official Meta WhatsApp Business API. Clients send a simple message, pick a category and year, and instantly download their documents. No apps, no logins, no follow-ups.
- Official WhatsApp Business integration
- Clients self-serve with simple menus
- Complete delivery history and audit trail
70%
fewer client calls
10+
hours saved / week
24/7
client self-serve
<60s
record delivery
Every client document, one organized place
Upload ITRs, GST filings, balance sheets, KYCs and more. Everything is auto-tagged to the right client, searchable, and shareable with a single tap.
- Tag records by client and category
- Search across thousands of files in seconds
- Bulk upload on Growth and Pro plans
Nothing slips through the cracks
Assign filings and follow-ups to your team, set priorities and due dates, and see the full activity trail. Included in every plan.
- Assign tasks to team members with due dates
- Priority, status and comments on each task
- Activity log for every change
Bill clients in under 60 seconds
Create professional, GST-compliant invoices with your firm’s branding. Track paid and unpaid, record payments, and download print-ready PDFs.
- GST-ready templates with your branding
- Track paid, sent, overdue invoices at a glance
- Record payments and download PDFs instantly
Stay on top without checking ten places
In-app bell, sound alerts and toast notifications keep your team aligned. Get pinged the moment a task is assigned, a comment lands, or a payment comes in.
- Assignments, due reminders, completions and comments
- Sound alert and toast on new events
- Click through to the exact task or invoice
How It Works
Three steps to transform client communication
Upload Records
Upload ITR acknowledgements, computation sheets, balance sheets, and any other documents for your clients.
Connect WhatsApp
Link your WhatsApp Business number. Clients receive instant notifications when new records are ready.
Clients Self-Serve
Clients view and download their records anytime via WhatsApp. No calls, no follow-ups, no friction.
Pricing
Simple, transparent pricing
Tasks, team collaboration and GST invoicing included on every plan. Pay annually and focus on what matters: your clients.
Starter
For individual CAs getting started
- 100 Clients
- 1 GB Storage
- Records Vault
- WhatsApp Delivery
- Tasks & Team
- GST-ready Invoices
- Email Support
Growth
For growing CA firms
- 300 Clients
- 5 GB Storage
- Records Vault
- WhatsApp Delivery
- Tasks & Team
- GST-ready Invoices
- Bulk Upload
- Priority Support
Pro
For large practices
- Unlimited Clients
- 10 GB Storage
- Records Vault
- WhatsApp Delivery
- Tasks & Team
- GST-ready Invoices
- Bulk Upload
- Custom Branding
- Dedicated Support
Testimonials
Trusted by CA firms across India
“CA Manager cut our client calls by 70%. My team finally has time to focus on actual compliance work instead of sending files all day.”
CA Rajesh Sharma
Sharma & Associates, Mumbai
“Our clients love getting their ITR acknowledgements on WhatsApp instantly. The self-service portal alone is worth every rupee.”
CA Priya Mehta
Mehta Tax Consultants, Ahmedabad
“We manage 250+ clients and the Growth plan handles everything seamlessly. Setup took less than an hour.”
CA Vikram Patel
Patel & Co., Bengaluru
Ready to eliminate client calls?
Join hundreds of CA firms using CA Manager to deliver records on WhatsApp, manage tasks and invoice clients, all from one dashboard.