See the work.
Know what you’re owed.
Keep fees against the client and service. Follow invoices, receipts and outstanding balances, with time and profitability reports on Pro and Team.
See billing and practice insights
A clear head.
A connected
practice.
Practice management for Indian Chartered Accountants. Bring your clients, compliance and team together, and know what needs you next.
Free for 10 clients No credit card
YOUR PRACTICE, IN PERSPECTIVEInteractive preview
CAConnectRautela & Associates · PuneSample data
Dashboard
15 Sep
Overdue Work
Upcoming
Client Activity
Fees Outstanding
Firm Compliance
Overdue work, upcoming deadlines, client activity, fees and compliance, your practice at a glance.
Every client. Every deadline.
One place to begin your day.
One client record.
A more connected way to work.
Built around ITR, GST, TDS, ROC and audit.
From the next due date to the fee you collect.
Add the client
Details, services & KYC
Know what’s due
A service-led filing calendar
Move the work forward
Documents, tasks & review
Keep track of fees
Billing, receipts & balances
Less chasing.
More practising.
Your expertise belongs with your clients. Give the follow-ups, filing dates and scattered spreadsheets a place of their own.
A calendar that knows your work
Tag clients with GST, TDS, ITR or ROC. Their statutory deadlines appear in your shared calendar.
Documents, without the back-and-forth
Send a secure upload link. Clients respond from their phone, with no account or app required.
Everyone knows what comes next
Assign work, track progress and keep client context together, even when a colleague is away.
Your morning, organised.THE WORKSPACE
The work is connected.
Now your tools are, too.
From a client’s first document to their next filing. Explore the workflows that keep your practice moving.
The morning view
Not a report you run. The four figures that decide your day, with whatever is already past its due date at the top.
Dashboard
15 Sep
Overdue Work
Upcoming
Client Activity
Fees Outstanding
Firm Compliance
Overdue work, upcoming deadlines, client activity, fees and compliance, your practice at a glance.
- In your practice
- Open the morning view. Review overdue work, recorded Income Tax status changes and advance tax estimates.
- What changes
- See what changed since your last check, with overdue work first and client context close at hand.
Client management
One record per client, and everything else in the product hangs off it.
- In your practice
- Add PAN, GSTIN and service tags to one client record. Manage KYC checklists and enable read-only client portals on Pro or Team.
- What changes
- Client emails are drafted from real deadlines, documents, and fees, all anchored to a single source of truth.
Compliance calendar
You never type a filing date. Tag a client with a service and their year fills itself in.
- In your practice
- Tag a client with a service. The Indian statutory calendar pre-loads automatically and groups items by priority.
- What changes
- On Pro and Team, email reminders go out before the due date. Track pending or filed status in the shared calendar.
GST 2A/2B reconciliation
The job that gets done in Excel the night before the return, done in seconds instead.
- In your practice
- Upload the purchase register as CSV and the GSTR-2B as JSON. Mismatches surface invoice by invoice.
- What changes
- Amount mismatches and missing invoices are flagged for bulk resolution, and the run is kept as permanent proof.
TDS returns
The challans and deductees behind every 24Q and 26Q, checked before you file rather than after.
- In your practice
- Log challans and deductees for 24Q and 26Q. The system checks section 206AA and 194C on the financial-year aggregate.
- What changes
- Missing PANs and challans that do not add up are flagged with the exact rupee shortfall before you file.
Audit workpapers
A digital audit file per client per year: the checklist, the evidence, and who signed it off.
- In your practice
- Use seeded checklists for Tax Audit u/s 44AB, Statutory Audit, and GST Audit, attaching evidence from documents you hold.
- What changes
- A digital audit file per client, with an append-only event log, evidence and Form 3CD clause workpapers.
Notices & documents
From the day the notice lands to the day the matter closes, and the paperwork it takes to get there.
- In your practice
- Paste an IT notice or upload the PDF to instantly generate a drafted reply to review and sign.
- What changes
- Track matters through hearings and orders, with document requests the client can open without an app.
Fees & the firm
What you are owed, and who in the firm is carrying what.
- In your practice
- Invite staff, assign clients or filings, and check the fee register per client per service.
- What changes
- Anyone can cover for anyone on leave, and you optionally list publicly to find new work.
Interactive demonstrations use illustrative client data. View screenshots from the product
Better for your firm.
Easier for your clients.
The details stay connected, even when the work moves between your team and your clients.
See the work.
One link.
No new app to learn.
Your client opens a secure link, sees what you need and uploads from their phone. The documents land with the right request.
See your client’s side
A first draft.
Your final judgement.
Turn an Income Tax notice into a structured reply with the DIN, section and assessment year carried through. You verify the facts, complete the figures and decide what to file.
A closer look at draftingNotice, as received
NOTICE UNDER SECTION 143(2) OF THE
INCOME-TAX ACT, 1961
DIN: ITBA/AST/S/143(2)/2026-27/10982…
Date: 12/08/2026
Your case has been selected for
scrutiny under CASS on the following
issues:
(i) Large deduction claimed under
Chapter VI-A
(ii) Substantial cash deposits not
commensurate with turnoverIllustrative draft · review required
To, The Assessing Officer Circle 2(1), Pune DIN: ITBA/AST/S/143(2)/2026-27/10982… Respected Sir/Madam, With reference to the captioned notice dated 12/08/2026 issued under section 143(2) for Assessment Year 2026-27, the assessee respectfully submits as under. 1. Large deduction claimed under Chapter VI-A The deduction claimed in the return of income is ₹[state amount]…
The DIN, section, date and assessment year are carried through from the notice. Figures are left as ₹[state amount] , never invented. You fill them in and sign, as you always have.
Start small.
Feel the difference.
No all-or-nothing migration. Begin with a few active clients and build from there.
- 01
Make it your firm
Add your firm’s details. Invite colleagues when you are ready.
- 02
Bring your clients in
Add their details and service tags. The filing calendar fills itself in.
- 03
Take the day in order
Overdue first, then this week. Collect documents, prepare work and track fees.
Room to start.
Space to grow.
A free plan to find your rhythm. Simple monthly pricing as your practice grows.
Compare every featureStarter
Find your rhythm.
₹0/ month
- Up to 10 clients
- One member
- 3 AI drafts / month
- Compliance calendar
Solo
Your independent practice.
₹999/ month
- Up to 50 clients
- One member
- 20 AI drafts / month
- Compliance calendar
Pro
For small teamsA small team, working together.
₹1,999/ month
- Up to 150 clients
- 3 team members
- 100 AI drafts / month
- Client portals included
Team
More room for your whole firm.
₹2,999/ month
- Unlimited clients
- Unlimited team members
- Unlimited AI drafts
- Client portals included
No credit card. No trial clock. Paid upgrades are arranged with our team.
Your clients’ trust matters. So does yours.
Firm-level data access, private document storage, two-step sign-in and an export whenever you need it.
A few things
you might be wondering.
Can I try it with a few clients first?
Yes. The Starter plan is free for up to 10 clients, with no credit card and no trial deadline. Add active clients first and expand when you are ready.
Does this replace my accounting software?
CAConnect manages your practice: clients, compliance, documents and work. Continue using Tally or your existing bookkeeping software for the books.
Do my clients need another app?
No. Document requests open in their phone’s browser through a secure link. No login or installation is needed. Read-only client portals are available on Pro and Team.
Can I take my data with me?
Yes. Firm owners can export practice records as CSV and uploaded documents in one ZIP from Account security. There is no export fee.
A little more clarity.
A better day at the practice.
Start with your next ten clients. We’ll help you take it from there.
Get started for free
For the practice you’re building.