01
Add your clients
Name, PAN, GSTIN, and which services you handle for them, ITR, GST, TDS, ROC. Two minutes each, and you can add the rest as you go. Nothing is mandatory except the name.
A working day, brought together.
See how clients, compliance and documents come together in CAConnect, with screenshots from the product at every step.
The steps
02
Their deadlines appear on their own
The moment you tag a client with a service, their filing calendar fills in: GSTR-1 on the 11th, GSTR-3B on the 20th, TDS quarterly, ITR on 31 July, or 31 October for audit cases. You never type a date. Grouped by what is overdue, what is due this week, and what can wait.
03
Ask for documents once
Build a checklist, send one WhatsApp link. This is what your client sees when they tap it, no login, no account, no app to install. They photograph the register on their phone and it lands against the right line on your checklist.
04
Prepare a TDS return without the guesswork
Log the challans and deductees behind a 24Q or 26Q, and CAConnect checks the numbers as you enter them, a PAN that is missing or invalid, a challan that does not add up to what is claimed against it, a vendor whose payments this year crossed the threshold without enough TDS deducted. Nothing here invents a rule; it does the arithmetic and shows the exact shortfall.
05
Run an audit off a checklist, not a memory
Open an engagement for Tax Audit, Statutory Audit or GST Audit and the relevant checklist loads in, the actual clauses, not a generic to-do list. Attach evidence against each item as you clear it, a senior reviews and signs off, and the whole file exports as one document for the year.
06
Draft the notice reply
Paste an Income Tax or GST notice, or upload the PDF. You get a formal point-wise reply in Indian legal register, in under 30 seconds, ready to review and sign on your letterhead.
07
Know about a demand before the client calls
Record what the portal shows for a client’s refund and outstanding demand, and CAConnect tells you what changed since your last check, a new demand raised, one that grew, a refund that came through. It shows up on your dashboard the moment you record it, instead of waiting for you to remember to look.
08
Know what you are owed
Log a fee per client per service as you bill it. Collected this month, outstanding, and overdue, three numbers most small practices genuinely cannot state on demand.
09
Let new clients find you
Optional, and off until you switch it on. Publish a profile with your ICAI number, your specialisations and fixed prices for the work you do most. People searching for a CA in your city can see exactly what something costs and request it directly, and an accepted request becomes a client in your list, with their details already filled in.
And the work of
running your firm.
The client work and the business behind it, with a shared record of what happened and what comes next.
Give every task an owner
Assign clients and work, organise recurring tasks and track progress through your workflows. Team members get a personal work queue. Custom workflows are available on Pro and Team.
Turn the work into a clear bill
Create GST invoices, record receipts, track unbilled work and manage client ledgers and retainers. Starter includes 10 issued invoices per month; paid plans include unlimited invoices.
Understand where the time goes
On Pro and Team, log time with task timers and weekly timesheets. Review client and service profitability, team utilisation and upcoming workload from recorded time, fees and cost rates.
It drafts. You decide.
- It will not invent a figure
- Anything the notice does not state comes back as a marked placeholder, ₹[state amount], [attach Form 26AS], for you to complete. A plausible-looking fabricated number in a statutory reply is the worst thing this could do, so it does not do it.
- It uses what the notice gives it
- The DIN, the section, the notice date, the assessment year, the acknowledgement number, the ward or circle, carried through verbatim. A placeholder for something stated plainly in the notice is work handed back to you, not caution.
- It is a drafting aid, not an opinion
- It does not advise you on the merits and it is not a legal opinion. You review, amend and sign, and you remain professionally responsible for what you file, exactly as you always have.
- Your clients’ data stays yours
- Every record is scoped to your firm at the database level, not merely hidden in the interface. Client documents sit in private storage and are reachable only through short-lived signed links.
Set up in under five minutes
Add one client, tag them with a service, and watch their filing calendar appear. That is the whole test, and it is free for your first ten clients.