All-in-One Practice
Management Software
for Indian CA Firms
Tasks, clients, documents, billing, and compliance — automated and unified for Chartered Accountant firms of every size.
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.
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.
Compliance Analytics
Visual dashboards for pending, overdue, and completed filings. Identify bottlenecks in your workflow instantly.
Task Templates & Checklists
Standardize workflows with reusable templates containing predefined subtasks, document checklists, and assigned roles.
Manager Review Workflows
Ensure quality control with creator-reviewer pipelines. Tasks move to managers or specific users for approval.
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.
Secure Client Portal
Give clients their own secure portal to view filing status, upload documents, and collaborate on tasks with real-time commenting.
Automated Document Requests
Send configurable document request checklists to clients via WhatsApp and email. Track which documents have been uploaded.
Client Mobile App
Dedicated iOS and Android app for clients. Push notifications, instant document capture, and on-the-go task approvals.
DSC Management & Movement
Track Digital Signature Certificates (DSC) movements, manage keys, and get automated expiry reminders via WhatsApp.
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.
Local Drive Sync
Automatically sync all client documents, attachments, and firm files directly to your internal local hard drive network.
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
Task-Linked Auto Invoicing
Generate professional invoices automatically fixed to task completion. Ensure no billable work is missed in your practice.
Automated Fee Collection
Schedule recurring fee collection. Automatically send UPI or payment links to clients on specific dates with follow-up reminders.
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 Module & Attachments
Log firm expenses, petty cash, and reimbursements. Upload and attach receipt photos for audit trails. Get a clear P&L view.
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.
Register In/Out Attendance
Track exact staff login and logout times. Modern attendance register with location and IP-locking for security.
Time Logs (Jira-style)
Staff log time against specific tasks and clients. Track billable vs non-billable hours. Generate client-wise time reports.
Practice Profitability Reports
Deep insights into your practice. Track profitability per client, staff productivity trends, and revenue leakages automatically.
Firm Organization & Departments
Map out your firm chart. Create departments (Audit, GST) and assign staff to different levels with granular permissions for diff users.
Staff Mobile App
Firm mobile app for your team. Log GPS-verified attendance in the field, capture expense receipts, and manage tasks remotely.
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.
Integrations
Seamlessly integrates with your accounting and communication tools.
Simple, Transparent Pricing
All plans include a free trial. Scale your firm with confidence.
Free Plan
Perfect for small firms starting out
- 1 Staff Member
- 5 Clients Management
- Kanban Task Board
- Automated Recurring Tasks
- DSC Management
- Staff Attendance (In/Out)
- Deadline & Compliance Calendar
- Staff Task Assignment
- Start with Free Trial
Professional
All features for growing teams
- Kanban Task Board
- Automated Recurring Tasks
- Deadline & Compliance Calendar
- Staff Task Assignment & Tracking
- Client Credentials Vault
- Full Client Portal (All Features)
- Task-level Comment Threads
- Time Tracking & Login/Logout Logs
- GST Portal Sync (Auto-fetch)
- Leads & Inquiry Management
- Advanced Staff Permissions
- Client Email Notifications
- DSC Management & Movement Logs
- Staff Register In/Out Attendance
- Compliance Deadlines & Calendar
- Smart Invoicing & UPI Payments
- Task-linked Auto Invoicing
- Practice Profitability Reports
- Secure Document Vault (AES-256)
- Free Trial Included
Unlimited Plan
Best for large firms with many staff
- Unlimited Staff Members
- Unlimited Clients
- Full Client Portal (All Features)
- Task-level Comment Threads
- Time Tracking & Login/Logout Logs
- GST Portal Sync (Auto-fetch)
- Leads & Inquiry Management
- Advanced Staff Permissions
- Client Email Notifications
- Customizable Workflow Creation
- Staff Register In/Out Attendance
- DSC Management & Movement Logs
- Compliance Deadlines & Calendar
- Automated WhatsApp/Email Alerts
- Smart Invoicing & UPI Payments
- Task-linked Auto Invoicing
- Practice Profitability Reports
- Secure Document Vault (AES-256)
- Priority 24/7 Phone Support
- Dedicated Success Manager
- Free Trial Included
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."
"QwikCA has revolutionized how we handle GST filings. The automated reminders save us hours every week."
"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."
"The best practice management software for Indian CAs. It understands our unique workflow needs perfectly."
"Living in Mumbai, the pace is fast. QwikCA helps us keep up with deadlines effortlessly."
"We switched to QwikCA and never looked back. It's incredibly realistic and tailored exactly for Indian tax environments. A lifesaver."
Ready to modernize your CA practice?
Start your free trial today — no credit card required. Full access to all features for 7 days.
Stay in the loop
Get the latest updates, tips, and news delivered to your inbox.
We respect your privacy. Unsubscribe at any time.