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CA Practice Management

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Status: LIVE — ca.sahayakonline.co.in

What it does​

CA Practice Management is the operating system for a chartered-accountancy firm. Instead of chasing documents over WhatsApp, raising invoices in a spreadsheet, and tracking client due-dates on a wall calendar, your whole practice runs in one place — every client, every task, every deadline, and every rupee billed.

Who it's for: practising CAs, CA firms, and tax/compliance consultants who manage filings and books for a roster of clients.

Key features​

  • Document collection portal — request, receive and organise client documents without email back-and-forth.
  • Billing & invoicing — raise and track invoices per client and per engagement.
  • Task management — assign work to staff, track status, and see team workload at a glance.
  • Per-client compliance score — a live health indicator for each client so nothing slips.
  • Deadline calendar — every client's statutory due-dates in one view.

Pricing​

TierPrice
Starter₹24,000 / year
Growth₹48,000 / year
Scale₹84,000 / year

See sahayakonline.co.in/pricing for the published table.

Sign up & log in​

  1. Go to ca.sahayakonline.co.in/ca.
  2. Click Sign up to create your firm account (or Log in at /ca/login if you already have one).
  3. Complete the short onboarding, then you land on your practice dashboard.

Main screens​

  • Dashboard — practice overview: open tasks, upcoming deadlines, billing snapshot.
  • Clients — your client roster, each with its own compliance score.
  • Documents — the collection portal and document store.
  • Tasks — assignable work items with status tracking.
  • Billing — invoices and payment status.
  • Calendar — consolidated statutory deadline view.

Compliance scope​

Tracks the recurring statutory deadlines a CA practice manages on behalf of clients — periodic filings, renewals and due-dates — surfaced per client through the compliance score and the deadline calendar.