Missed compliance deadlines
A GSTR-3B due date buried in a three-week-old WhatsApp thread slips past quietly — and your client pays the penalty with your firm's name on the filing.
₹200/day late fee + 18% interest
Built for Indian CA firms
Your entire CA practice, finally organised.
Replace the WhatsApp, Google Drive and email chaos with one structured, professional platform — clients, documents, deadlines and reports, all in one place that remembers everything.
- No credit card required
- Setup in 10 minutes
- ICAI compliant
Report sent to client
Practice OverviewJune 2026
84Total Clients
12Overdue Tasks
247Docs Stored
Upcoming Deadlines
- GSTR-3B — Ramesh Traders20 Jun
- TDS Q1 Return — ABS Pvt Ltd31 Jul
- ITR Filing — Priya Nair31 Jul
Encrypted & secure
Trusted by CA firms across India
- Mumbai
- Delhi
- Bengaluru
- Hyderabad
- Pune
- Chennai
- Ahmedabad
- Kolkata
- Jaipur
- Surat
Running a CA firm on WhatsApp is costing you.
Every firm starts with a tidy Drive folder and a deadline spreadsheet. Then tax season arrives — and the “system” becomes everyone's memory.
Documents scattered everywhere
PAN cards in email, balance sheets in someone's personal Drive, last year's computation on a formatted desktop. Filing season starts with a treasure hunt.
5+ hours lost every week just searching
No visibility over your team
You can't see who touched which client or what was promised on a call. When someone resigns mid-season, their knowledge walks out with them.
Zero handover, zero audit trail
Reports rebuilt from scratch
The same balance sheet, the same certificate — retyped for every client because the “template” is last month's file with find-and-replace.
30–45 minutes per report, every time
Everything your practice needs. Nothing it doesn’t.
Purpose-built modules designed around how Indian CA firms actually work — every screen speaks your language: PAN, GSTIN, ITR, ROC.
Client Management
One living profile per client — PAN, GSTIN, CIN, Aadhaar, contacts and engagement history in a single view.
- Bulk import from Excel in minutes
- Tag and filter by entity type or service
- Assign clients to specific staff
Document Repository
A bank-grade vault for every client file, with version history and OCR that reads inside scanned PDFs.
- Expiry alerts for DSCs and registrations
- Per-document visibility controls
Compliance Tasks
Every major Indian due date — ITR, GST, TDS, ROC — pre-loaded and recurring, in calendar, list or kanban view.
- Reminders at 7, 3 and 1 day before due
- Recurring tasks roll over every period
- Filter by client, staff or statute
Client Portal
A branded login where each client's documents and reports are already waiting. No more 11pm requests.
- Email / OTP login, strictly read-only
- Clients see only their own data
Report Generation
Design a template once. CA Buddy fills in client data and produces a polished PDF in seconds.
- Placeholders auto-fill client fields
- Branded, export-ready output
- Role-based staff management
- Per-client communication log
- Immutable, court-ready audit trail
Life after the WhatsApp-and-Drive scramble.
Same clients, same deadlines, same team — the only difference is whether your firm runs on memory, or on a system that never forgets.
- Every statutory date auto-tracked with layered reminders
- One vault — version history, OCR search, expiry alerts
- Clients self-serve from a portal carrying your branding
- Templated reports generated in seconds, not sittings
- A live dashboard of every task, client and staff member
- Filing season runs like a checklist, not a crisis
800+CA firms run their practice on CA Buddy
92,000+client documents stored & secured
40,000+statutory deadlines tracked every year
12 hrssaved per firm, every single week
Up and running in minutes.
No consultants, no “implementation phase”. Four steps, and most practices are fully moved in within their first week.
- 01 10 minutes
Register & set up your firm
Add your ICAI registration, logo and letterhead. Your branding flows into every report and portal page.
- 02 Day one
Add your clients
Import your client list from Excel — PAN, GSTIN and contacts map automatically. Tag, then assign staff.
- 03 Week one
Upload & organise
Move documents out of email and Drive into per-client folders. Preset deadlines make most tasks one click.
- 04 Ongoing
Share & delight
Invite clients to their portal, generate reports in one click, and watch the late-night requests disappear.
One platform, three portals.
Partners see everything, staff see their assignments, clients see only their own files.
CA / Admin
Full practice control
- Full access to all clients, documents and reports
- Team management and permission control
- Full audit trail of every action
- Firm branding, setup and global settings
CA Staff / Junior
Assigned client access
- View and manage tasks for assigned clients
- Upload documents with CA-set permissions
- Receive reminders and notifications
- Cannot access other clients' data
Your Clients
Branded read-only portal
- Secure portal with email / OTP login
- View and download shared documents
- Access finalised reports
- See their own activity history
Never miss an Indian deadline again.
Pre-loaded with every major Indian compliance date — ITR, GST, TDS, ROC and more — with automated reminders at 7, 3 and 1 day before due. Each task carries its own checklist, documents and assignee.
- Calendar, list and kanban views
- Email and in-app reminders
- Assign tasks to specific staff
- WhatsApp reminders — coming soon
- AES-256 encryption at rest
- TLS 1.2+ in transit
- Role-based access
- Daily backups
Preset deadlines
ITR (Non-Audit)31 JulyHigh
GSTR-3B Monthly20th of next monthHigh
TDS Return (Q1)31 JulyMedium
ITR (Audit)31 OctoberMedium
ROC Annual Return30 NovemberTracked
TDS Return (Q4)31 MayTracked
Simple, honest pricing.
No hidden fees, no per-client charges. Pick a plan today — change it the day your practice outgrows it.
Solo
For individual practitioners
₹999 / month
Billed monthly, cancel anytime
- Up to 30 clients
- 5 GB document storage
- 1 staff account
- Full compliance calendar & reminders
- Branded client portal
- Report templates & PDF generation
Firm
For growing 2–10 partner firms
₹2,499 / month
Billed monthly, cancel anytime
- Up to 150 clients
- 25 GB document storage
- 10 staff accounts with role-based access
- Everything in Solo
- Audit trail with CSV export
- Priority email support
Enterprise
For 10–20 partner offices
Custom
Billed monthly, cancel anytime
- Unlimited clients & storage
- Unlimited staff accounts
- Dedicated onboarding & data migration
- Branch-level reporting
- Priority phone support & SLA
Every plan includes unlimited client portal logins and a 14-day free trial — no credit card required. Prices exclude GST.
What CAs are saying.
What changed after firms moved their practice onto CA Buddy.
0 missed deadlines in 8 months
“We used to manage 60 clients on a WhatsApp group and a shared Drive. CA Buddy changed everything — the team finally knows what's due this week, and we haven't missed a deadline in eight months.”
11pm document calls: gone
“The client portal alone is worth it. Clients stopped messaging us at 11pm — they just log in and download. It's given me my evenings back.”
30 min → 2 min per report
“Reports used to take thirty minutes per client. Now it's two. Last March we generated 140 provisional balance sheets without breaking a sweat.”
Everything CAs ask us before switching.
Straight answers on security, migration and pricing. Something else on your mind? A human replies within one working day.
Is my clients' data safe with CA Buddy?
Yes. Everything is encrypted with AES-256 at rest and TLS 1.2+ in transit, stored in Indian data centres, and protected by role-based access. We never sell or mine your data — it belongs to your firm, full stop.
Can I import my existing clients and documents?
Absolutely. Import your client master from Excel and bulk-upload documents into per-client folders — most firms move over in a weekend. On Firm and Enterprise plans, our team does the migration with you.
I'm a solo practitioner. Isn't this overkill for me?
The opposite — solo CAs feel the chaos most. The Solo plan pays for itself the first time a reminder saves you a late-fee conversation, and the platform grows with you when you hire.
Do my clients have to pay or install anything?
No. Portal access is unlimited and free on every plan. Clients log in from any browser with email and OTP — nothing to install, and they see only their own documents.
What happens when my 14-day trial ends?
We never ask for a card up front, so there's no surprise charge. Pick a plan to continue — or don't, and your data stays exportable for 60 days before deletion.
Can I cancel anytime? What happens to my data?
Yes — no lock-in, cancel in two clicks. Export clients as CSV and all documents as a ZIP whenever you like.
Ready to bring order to your practice?
Join hundreds of CA firms across India. Set up in ten minutes — 14-day free trial, no credit card required.