Documentation
Everything you need to know about setting up and using QwikCA.
What is QwikCA?
Cloud practice & office management software for Indian CA firms — task management, UDIN tracking, client portal, attendance and reminders in one platform.
Getting Started: Set Up Your Firm
Create your QwikCA account, set up your firm profile, invite your team and start your 7-day free trial — a step-by-step setup guide for Indian CA firms.
Adding & Managing Clients
Add and organise clients in QwikCA — store GSTIN, PAN and contacts, group clients, manage credentials securely and give clients access to their own portal.
Kanban Task Board
Manage all your firm's work on QwikCA's Kanban task board — assign tasks to staff, track status and timesheets, and see every deadline in one view.
Automated Recurring Tasks
Automate repetitive compliance work in QwikCA — recurring monthly, quarterly and annual tasks for GST, TDS, ROC and ITR, created and assigned automatically.
UDIN Generation & Tracking
Track every UDIN your firm generates in QwikCA — link UDINs to clients and assignments, and keep a complete, searchable register for the whole practice.
DSC & Expiry Management
Track DSCs and other expiries in QwikCA — record holders and expiry dates, and get automatic reminders before any DSC or registration lapses.
GST Data Fetch & Deadline Tracking
Fetch GST status and track GST, TDS and ITR deadlines in QwikCA — keep filing status visible and never miss a due date with a compliance calendar and reminders.
Client Portal & Mobile App
Give clients their own QwikCA portal and mobile app to upload documents and track work, while your staff manage tasks and time on the go.
Staff Attendance & Timesheets
Track staff attendance, leave and timesheets in QwikCA — log working hours against client tasks and see where your firm's effort actually goes.
Team Roles & Permissions
Control who sees what in QwikCA with role-based access — give partners, managers, staff and articles the right access to clients, tasks and data.
WhatsApp & Email Reminders
Automate client and staff reminders in QwikCA over WhatsApp and email — chase documents, nudge payments and flag deadlines automatically so nothing is forgotten.
Invoicing & Payments
Raise GST-compliant invoices and collect payments in QwikCA — share payment links and track fees and outstanding dues across your firm.
Data Security & Privacy
How QwikCA protects your firm's and clients' data — encrypted storage, role-based access, a secure credentials vault and cloud hosting built for Indian CA firms.
Frequently Asked Questions
Common questions about QwikCA practice management software — pricing, free trial, features, data security, mobile app and support for Indian CA firms.