The Only OS You Need
for Your CA Firm
Run your entire practice without chasing clients on personal WhatsApp or losing track of filing deadlines. Client records, statutory calendars, automated document collection, and billing in one fast workspace.
From Reminder to
Filing Automatically.
CAfirmOS reminds clients on WhatsApp, reads statements and invoices, reconciles GSTR-2B, and prepares filing-ready JSON so your team only reviews and approves.
Auto Reminder on WhatsApp
Automated follow-up at start of compliance period
Hi Rahul, your GST documents for Aug 2024 are due. Please share your sales, purchases, and bank statements here.
Client Shares Documents
Files received via WhatsApp & indexed to workspace
AI Document Analysis
Extracts line items, validates GSTINs, reconciles ITC
Issues Auto-Flagged
Catches errors before portal submission.
Filing Ready JSON
Government portal compliant payload with checksums.
Client Notified & Invoice Added
Autonomous post-task execution completes the loop
Client receives a WhatsApp confirmation receipt and your practice fee invoice is automatically generated with a 1-click UPI payment link.
From Reminder to
Filing Automatically.
CAfirmOS sends client reminders on WhatsApp, extracts line items from statements and invoices, reconciles GSTR-2B, and prepares filing-ready JSON so your team only reviews and signs off.
- Automated client reminders on WhatsApp
- Secure upload links linked directly to client masters
- Line-item OCR extraction and ITC reconciliation
- Filing-ready JSON schemas for government portals
- Auto-invoice generation with dynamic UPI collection links
Auto Reminder
CAfirmOS reminds your client on WhatsApp
Hi Rahul,
Your GST documents for Aug 2024 are due. Please share your documents here.
Client Shares Documents
Client replies on WhatsApp.
AI Analyses Documents
Classifies & extracts data automatically.
Issues Detected
Highlights issues to review.
Filing Ready
Prepares JSON automatically.
Client Notified & Invoice Added
As soon as the task is complete, your client is notified and the invoice is automatically generated.
Your team completes the task.
CAfirmOS handles everything after it.
GST Return: Rahul Enterprises
Aug 2024 • 12 documents
Updates client status
Records completion
Sends client notification
(Email/WhatsApp)
Generates invoice
Updates billing
Updates dashboard
Logs activity
Starts next workflow
Everything You Need for
Modern CA Firms
From client management to compliance tracking, CAfirmOS brings your entire practice together in one seamless platform so you can save time, stay organized, and grow faster.
Client Management
Keep PAN, GSTIN, digital signatures, and filing history organized per entity.
Automated Compliance Tracking
Statutory due dates auto-generate tasks for GST, TDS, advance tax, and ROC.
WhatsApp Reminders
Send secure upload links automatically before monthly cut-offs without manual chasing.
Document Management
Store statements, working papers, and computations in an encrypted Indian vault.
Task & Team Management
Allocate returns, track article timesheets, and review working papers on time.
Invoicing & Billing
Generate GST invoices with dynamic UPI QR codes immediately when work finishes.
Reports & Insights
Track unbilled work-in-progress, recovery cycles, and filing progress in real time.
Workflow Automation
Standardize return filings and review pipelines with zero manual repetition.
Automate the Routine.
Keep Full Control.
Client chasing, passbook reading, and draft prep run on autopilot. Your team reviews the exceptions and makes the final sign-off.
Tax_Computation_Summary.pdf
Processed in 1.4s by AI
Why Indian CA Firms Choose CAfirmOS as Their Practice OS
CAfirmOS is engineered specifically for Chartered Accountants, Tax Consultants, and Audit Practitioners across India seeking to eliminate spreadsheet chaos and modernize their firm operations.
Complete CA Firm Management
From article assistant timesheet tracking to partnership profit-sharing insights, CAfirmOS streamlines day-to-day operations with enterprise-grade CA practice management software capabilities.
Explore CA firm managementDedicated CRM for CA Firms
Maintain an intelligent client master with PAN, GSTIN, entity structure, digital signatures, and direct WhatsApp notification channels to collect bank statements and invoices without constant follow-ups.
Discover CRM for CAsAutomated Compliance Tracking
Never miss a GST, TDS, advance tax, or audit deadline. CAfirmOS syncs with the live Indian compliance calendar to trigger automatic task assignment and real-time filing status updates.
View 2026 Compliance CalendarFrequently Asked Questions About CAfirmOS
What is CAfirmOS?
CAfirmOS is the practice management operating system built exclusively for Indian Chartered Accountant firms. It unifies client records, statutory GST, TDS, and ITR compliance tracking, automated WhatsApp document collection, working papers, and billing into one platform.
Why is CAfirmOS called an operating system for CA firms?
Traditional practice management tools are either basic to-do lists or generic sales CRMs. CAfirmOS coordinates all four key operations of a practice: client records, statutory compliance calendars, automated client follow-ups, and partner billing MIS.
How does CAfirmOS automate GST, TDS, and Income Tax filing workflows?
CAfirmOS automatically maps statutory due dates from the Indian tax calendar to your active client roster. When a deadline approaches (GSTR-1, GSTR-3B, Advance Tax, ITR, ROC), CAfirmOS generates filing assignments, triggers automated WhatsApp document request links to clients, and tracks status through partner sign-off.
Can partners, qualified CAs, and article assistants collaborate on CAfirmOS?
Yes. CAfirmOS offers role-based access control built for Indian partnership structures. Partners enjoy firm-wide visibility and billing MIS; managers track assignments and reviews; while article assistants record timesheets, upload working papers, and manage client communications with masked contact details.
How secure is client financial and tax data on CAfirmOS?
All data is protected using 256-bit AES encryption at rest and TLS 1.3 in transit. Databases are hosted strictly in Indian data centers adhering to ISO 27001 standards, DPDPA 2023 regulations, and ICAI client confidentiality guidelines.
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