Knowledge Base & Support Center
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Search step-by-step guides, video tutorials, and technical documentation for Indian CA practice management.
Quick-Start Guides
Comprehensive step-by-step walkthroughs to get your partners and articles productive on Day 1.
View Guides →Video Tutorials
Watch short 2-minute video demonstrations of automated GST, TDS, and WhatsApp client intake.
Watch Tutorials →Priority CA Helpline
Direct phone & screen-sharing support with our dedicated practice migration specialists.
Contact Support →How fast can our CA firm migrate client data from Excel or other software?
Most firms complete setup in under 15 minutes. CAfirmOS includes a 1-click bulk Excel importer for Client Master details (PAN, GSTIN, TAN, contact person, fee structures). Our onboarding team also provides free white-glove migration assistance.
How do we configure our practice team and article clerk permissions?
Navigate to Firm Settings > Team Roles. You can invite team members with predefined roles: Partner, Manager, Senior Associate, or Article Trainee. Each role can be configured with granular read/write permissions for fee ledgers, client portals, and government passwords.
How does the statutory compliance calendar auto-populate due dates?
When you assign an engagement type to a client (e.g. Regular GST, Composition, TDS deductor, Corporate Tax Audit, MCA ROC), CAfirmOS automatically maps the statutory calendar according to current CBDT, CBIC, and MCA notifications, complete with T-7, T-3, and Due Day reminders.
Can we conduct GSTR-2B reconciliation without sharing OTP every time?
Yes! CAfirmOS connects via authorized GSTN GSP protocols or direct file import. The 4-way matching engine compares your client purchase register against 2B, flagging matched, mismatched, and supplier-missing bills with 1-click Excel output.
How do clients upload bills and bank statements through WhatsApp?
Clients simply send photos or PDF documents to your firm dedicated WhatsApp number. Our Vision OCR extracts the vendor name, invoice date, total amount, and GSTIN automatically, storing the file in the client document vault and alerting the assigned article trainee.
Are there any per-message charges for automated statutory reminders?
No. When connected via our direct Multi-Device QR session (similar to WhatsApp Web), there are zero per-message charges or third-party Meta template fees. All automated notifications are included with your subscription.
How does automated fee collection with UPI payment links work?
When generating fee invoices, CAfirmOS embeds dynamic UPI QR codes and Razorpay links. Clients can pay directly via Google Pay, PhonePe, Paytm, or Net Banking. Once paid, the receipt posts directly to the client ledger and sends a WhatsApp receipt.
Can we track out-of-pocket expenses (ROC fees, stamp duty, travel)?
Yes. Staff can log out-of-pocket disbursements with attached challan receipts. These expenses automatically appear on the client billing schedule when raising the periodic professional fee debit note.
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Our Mumbai-based support team is available via phone, WhatsApp, and Google Meet for all subscribed CA firms.