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AI Powered CA Practice Management Platform

All-in-One Practice
Management Software
for Indian CA Firms

Tasks, clients, documents, billing, and compliance — AI automated and unified for Chartered Accountant firms of every size.

20k +
CA Firms
98%
Retention Rate
4.9★
Avg. Rating
QwikCA
Dashboard
Clients
Tasks
Compliance Hub
Team Management
PDF Hub
Billing & Finance
Services
Automation
Log Time
AG
Anil Gupta
Admin
Automate Task
+ Create Task
Board
To Do 2
LOW
Review Audit Report - 25
EduSmart Systems
Mar 24
PR
HIGH
File GSTR-1 for March - 15
EduSmart Systems
Feb 23
AM
In Progress 0
No tasks here
Drop a task or
create one
Review 1
MEDIUM
Review Audit Report - 19
EduSmart Systems
Mar 9
AM
🗂 Kanban Task Board
🔔 WhatsApp & Email Reminders
📥 GST Portal Auto-Fetch
Smart Invoicing & Payment Links
🔒 Secure Document Vault
Staff Attendance & Time Logs
🛡 Role-based Access Control
📄 PDF Hub & Merge
🤖 Automated Recurring Tasks
🧾 Auto Invoice Generation
👥 Client CRM & Credentials
📊 Staff Time Logs (Jira-style)
🗂 Kanban Task Board
🔔 WhatsApp & Email Reminders
📥 GST Portal Auto-Fetch
Smart Invoicing & Payment Links
🔒 Secure Document Vault
Staff Attendance & Time Logs
🛡 Role-based Access Control
📄 PDF Hub & Merge
🤖 Automated Recurring Tasks
🧾 Auto Invoice Generation
👥 Client CRM & Credentials
📊 Staff Time Logs (Jira-style)
Tasks 12
JS
AT
+3
To Do
High
GSTR-3B Filing for Acme Corp
AT
TDS
Q4 TDS Return Preparation
JS
Doing
Client Audit: TechSolutions Pvt Ltd
3/5 subtasks
Review
Audit
Review Balance Sheet Draft
MD

Automate your CA Office in 3 Steps

From client onboarding to billing — minutes, not days.

Onboard Clients

Import clients via Excel or add manually. We auto-configure compliance calendars and assign recurring tasks instantly.

Automate Tasks & Reminders

Tasks auto-create for GST, TDS, and ITR due dates. WhatsApp and email reminders are sent to clients for documents and payments.

File, Invoice & Get Paid

Track filings, generate invoices automatically, and send payment links — all from one dashboard.

Everything in one platform

Every Tool Your CA Firm Needs

Stop juggling multiple apps — QwikCA gives your firm one unified platform.

Task & Workflow Management

Kanban Task Board

Visualize work across stages — Todo, In Progress, Review, Done. Drag-and-drop cards per client or return type.

Automated Recurring Tasks

Set once, run forever. Auto-create GST, TDS, ITR, and custom tasks on schedule — assigned to the right staff automatically.

Deadline & Calendar View

See all client deadlines in a unified compliance calendar. Smart alerts before every due date.

Staff Task Assignment

Assign tasks like Jira — with priority, due dates, time logs, and sub-tasks. Know exactly who is doing what.

Task Status Tracking

Real-time progress on every return and filing. Filter by client, staff, return type, or status.

Ticket System

Raise and resolve client queries through a structured support ticket system. Track resolution time and priority.

Client Management (CRM)

Client Credentials Vault

Securely store and manage GST login, income tax portal, MCA credentials and more — all encrypted with bank-level security.

Contact Persons

Store multiple contacts per client — owner, accountant, director. Quick access to WhatsApp and email for each contact.

Client Portal

Give clients their own secure portal to view filing status, upload documents, and download reports.

Automated Document Requests

Send configurable document request checklists to clients via WhatsApp and email. Track which documents have been uploaded.

Secure Document Management

Bank-Level Encrypted Storage

All client documents stored with AES-256 encryption. Zero-knowledge architecture keeps your data safe.

Client Document Sections

Organize documents by category — Income proofs, GST docs, ITR, bank statements, agreements. Each client gets their own secure folder.

PDF Hub

All-in-one PDF tools — view, annotate, split, merge, compress, and convert documents without leaving QwikCA.

PDF Merge & Secure

Merge multiple client documents into one secured PDF. Set password protection and permissions automatically based on client PAN or DOB.

Adobe API Integration

Advanced document workflows: extract tables from bank statements to Excel, split large PDFs, OCR scanned documents, and more.

Document Version History

Track every version of every document. Revert to previous versions, compare changes, and maintain a complete audit trail.

Automated Communication

WhatsApp Automation

Send templated compliance reminders, document requests, payment links, and filing confirmations via WhatsApp — configurable per client.

Email Automation

Configurable email templates for due date reminders, document requests, invoice delivery, and custom firm announcements.

Configurable Notification Rules

Set which clients get which reminders — by return type, amount threshold, or filing status. Full control over every notification.

Bulk Messaging

Send mass reminders to all clients or filtered segments at once — no manual effort. Track delivery and open rates.

Staff Notifications

Instant in-app and email alerts for task assignments, deadline changes, new client documents, and ticket updates.

Delivery Tracking

Know exactly which clients received, opened, and responded to your reminders. Follow up on unread messages automatically.

Finance & Billing

Auto Invoice Generation

Generate professional invoices automatically when a task is marked complete. Customize templates with your firm branding.

Automatic Payment Links

Set up recurring fee collection. Automatically send UPI, Razorpay, or PayU payment links to clients on due dates.

Manual Payment Links

Create one-time custom payment requests for any amount — for ad hoc services, reimbursements, or additional billing.

Fee Tracking & Outstanding

Track all pending invoices, partial payments, and overdue accounts at a glance. Follow up automatically with payment reminders.

Expense Management

Log firm expenses, petty cash, and reimbursements. Get a clear P&L view of your practice profitability.

GST on Services (TDS Ready)

Auto-apply GST and TDS on invoices. Generate GST-compliant invoices with GSTIN, HSN codes, and IGST/CGST/SGST splits.

Staff & Firm Management

Role-Based Permissions

Define what each staff member can view, edit, or delete — Partners, Managers, Staff. Granular permission control at every level.

Staff Attendance Tracking

Log daily attendance, work-from-home, and leave. Automated monthly attendance reports for payroll processing.

Time Logs (Jira-style)

Staff log time against specific tasks and clients. Track billable vs non-billable hours. Generate client-wise time reports.

Team Dashboard

See every team member's workload, pending tasks, and capacity at a glance. Rebalance assignments without digging through spreadsheets.

Leave Management

Staff can apply for leave online. Managers approve or reject with one click. Auto-update task calendars when leave is approved.

Internal Messaging

Built-in staff communication — mention colleagues on tasks, share notes on client files, and coordinate without switching to WhatsApp.

Simple, Transparent Pricing

Start free and scale as your practice grows. No hidden fees.

Starter

Perfect for individual accountants/Staff

₹100 /user/mo
  • 1 User (Staff/Admin)
  • Unlimited Client Access & Storage
  • Unified Tasks List
  • Deadline & Compliance Calendar
  • Support Ticket System
  • Client Credentials Vault
  • WhatsApp & Email Automation
  • Staff Notifications
  • Auto & Manual Payment Links
  • Expense Management
  • Internal Messaging

Team (20 Staff)

Best for medium-sized CA practices

₹1,500 /mo
  • Up to 20 Staff/Admin Users
  • Everything in Starter, plus:
  • Task Kanban Board
  • Automated Recurring Tasks
  • Advanced Reporting
  • Bulk Document Requests
Most Popular

Professional

Advanced features for growing practices

₹200 /user/mo
  • Per User (Staff/Admin) Pricing
  • Everything in Starter & Team, plus:
  • PDF Hub (Annotate, Merge, Compress)
  • Adobe Document API Integration
  • Document Version History
  • Priority Support (Chat & Call)

Unlimited

Unlimited scale for large enterprises

₹5,000 /mo
  • Unlimited Staff/Admin Users
  • Everything in Professional, plus:
  • All Advanced Features Active
  • White-label Portal
  • Custom SLA & Contracts
  • Dedicated Account Manager

Trusted by Leading CA Firms

Join thousands of CAs who've automated their practice with QwikCA.

"Literally saved my time! QwikCA automates tasks that used to take hours. Managing branch compliances is a breeze now."
DC
Deepak Chopra
Managing Partner at Pillai & Sons
"QwikCA has revolutionized how we handle GST filings. The automated reminders save us hours every week."
Rajesh Gupta
Rajesh Gupta
Senior Partner at Gupta & Associates, Delhi
"The auto-fetch feature from the GST portal alone has cut down our firm's manual data entry by 80%. Exceptional product for Indian CAs."
PR
Pallavi Rane
Senior FCA at Rajan Business Solutions
"The best practice management software for Indian CAs. It understands our unique workflow needs perfectly."
Suresh Reddy
Suresh Reddy
Tax Consultant at Reddy Consultants, Hyderabad, Telangana
"Living in Mumbai, the pace is fast. QwikCA helps us keep up with deadlines effortlessly."
Anjali Desai
Anjali Desai
Partner at Desai & Co, Mumbai, Maharashtra
"We switched to QwikCA and never looked back. It's incredibly realistic and tailored exactly for Indian tax environments. A lifesaver."
DM
Divya Menon
Tax Consultant at Menon Audit & Advisory

Ready to modernize your CA practice?

Start your free trial today — no credit card required. Full access to all features for 14 days.

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