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Getting Started

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.

Setting up QwikCA takes only a few minutes. This guide walks you through getting your firm live, from signup to your first assigned task.

1. Create your account

Start your 7-day free trial at firm.qwikca.in/signup — no credit card required. Use your firm’s email so you become the firm administrator.

2. Complete your firm profile

Add your firm details so invoices, the client portal and reminders carry your branding:

  • Firm name, address and GSTIN
  • Logo (used on invoices and the client portal)
  • Default working hours (used for attendance and timesheets)

3. Invite your team

Go to Team → Invite Members and add each staff member by email. You can assign a role to each person now or later — see Team Roles & Permissions for what each role can access.

4. Add your clients

Import your existing client list or add clients one by one. See Adding & Managing Clients for bulk import and the fields QwikCA tracks.

5. Set up your first workflow

Create the recurring work your firm does every month or quarter — GST filings, TDS payments, ROC compliance, ITR season. QwikCA can generate these automatically each cycle so you never recreate them by hand. See Automated Recurring Tasks.

6. Turn on reminders

Enable WhatsApp & Email Reminders so clients are nudged for documents and payments, and staff are reminded of upcoming deadlines — automatically.

Next steps

Every plan includes all features and unlimited clients, so you can explore everything during your trial.