Complete Feature List
Everything Your CA Firm Needs,
One Platform.
Purpose-built for Chartered Accountants — from client onboarding and task automation to GST filing and smart invoicing.
Task & Workflow Management
Organise, assign, and track every return and client task.
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 tasks on schedule — assigned to the right staff automatically.
Deadline & Compliance Calendar
Unified calendar of all client deadlines. Smart alerts fire before every statutory due date.
Staff Task Assignment
Assign tasks like Jira — with priority, due dates, time logs, and sub-tasks.
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 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.
Support Ticket System
Raise and resolve client queries through a structured ticket system with SLA tracking.
Client Management (CRM)
Everything you need to know about each client, in one place.
Client Credentials Vault
Securely store GST login, income tax portal, MCA, and other credentials — bank-level encrypted.
Contact Persons
Store multiple contacts per client — owner, accountant, director — with quick WhatsApp and email access.
Automated Document Requests
Send configurable document checklists to clients via WhatsApp and email. Track uploads.
Coming Soon
Client Mobile App
Dedicated iOS and Android app for clients. Push notifications, instant document capture, and on-the-go task approvals.
New
DSC Management & Movements
Track Digital Signature Certificates movements, manage keys, and get automated expiry reminders.
Live
Secure Client Portal
Give clients a secure login to view filing status, upload documents, and collaborate on tasks with real-time commenting.
Secure Document Management
Bank-level encryption. Every document, perfectly organized.
Bank-Level Encrypted Storage
AES-256 encryption for all client documents. Zero-knowledge architecture.
Client Document Sections
Organize documents by category — Income proofs, GST docs, ITR, bank statements. Per-client secure folders.
PDF Hub
View, annotate, split, merge, compress, and convert PDFs without leaving QwikCA.
PDF Merge & Password Protect
Merge multiple client documents. Auto-set password based on PAN or DOB.
Adobe Document API
Extract tables from bank statements to Excel, OCR scanned documents, split large PDFs.
Local Drive Sync
Automatically sync all client documents, attachments, and firm files directly to your internal local hard drive network.
Document Version History
Every document version is saved. Revert, compare, and maintain a full audit trail.
Automated Communication
Keep clients informed automatically, on the channel they prefer.
WhatsApp Automation
Send compliance reminders, document requests, payment links, and filing confirmations via WhatsApp — configurable per client.
Email Automation
Configurable templates for due date reminders, document requests, invoice delivery, and firm announcements.
Configurable Notification Rules
Choose which clients get which reminders — by return type, amount, or filing status.
Bulk Messaging
Send mass reminders to all clients or a filtered segment. Track delivery and open rates.
Staff Notifications
In-app and email alerts for task assignments, deadline changes, new documents, and ticket updates.
Delivery & Read Tracking
Know exactly which clients received and read your reminders. Auto follow-up on unread messages.
Finance & Billing
Auto-generate invoices, send payment links, and track every rupee.
Task-Linked Auto Invoicing
Generate professional, GST-compliant invoices automatically fixed to task completion.
Automated Fee Collection
Auto-send UPI, Razorpay, or PayU payment links to clients on due dates with follow-ups.
Manual Payment Links
Create one-time payment requests for any amount — for ad hoc services or additional billing.
Fee Tracking & Outstanding
See all pending invoices and overdue accounts. Auto follow-up on overdue dues.
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-Compliant Invoices
Auto-apply GST and TDS on invoices with GSTIN, HSN codes, and IGST/CGST/SGST splits.
Reporting & Analytics
Actionable insights into your practice performance and compliance.
Practice Profitability
Deep insights into practice revenue. Track profitability per client and service type.
Staff Productivity Trends
Analyze staff performance, task completion rates, and billable hour distributions.
Compliance Health Score
Get a real-time health score of your entire client base compliance status.
Client Aging Reports
Monitor how long tasks and documents are pending with clients automatically.
Revenue Leakage Alerts
Identify unbilled tasks or missed recurring services that should have been invoiced.
Custom Report Builder
Export custom data views to Excel or PDF for partners and stakeholders.
Staff & Firm Management
Manage your team like a pro — roles, attendance, time, and performance.
Role-Based Permissions
Define what each staff member can view, edit, or delete — Partners, Managers, Articles.
Register In/Out Attendance
Log daily staff login/logout with location tracking and IP-locking for security.
Time Logs (Jira-style)
Staff log time against tasks and clients. Track billable vs non-billable hours.
Firm Organization & Departments
Map out your firm chart. Create departments (Audit, GST) and assign staff to different levels with diverse permissions.
Staff Mobile App
Firm mobile app for your team. Log GPS-verified attendance in the field, capture expense receipts, and manage tasks remotely.
Team Workload Dashboard
See every team member's active tasks, completed work, and capacity at a glance.
Leave Management
Staff apply for leave online. Managers approve in one click. Task calendars auto-update.
Internal Messaging
Mention colleagues on tasks and share notes on client files.
At a Glance
✅ Kanban Task Board✅ Automated Recurring Tasks
✅ Staff Attendance (In/Out)✅ Firm Organization & Roles
✅ Task Templates & Subtasks✅ Client & Staff Mobile Apps
✅ DSC Management & Logs✅ Compliance Analytics
✅ Document Request Automation✅ Secure Client Portal
✅ Bank-Level Document Storage✅ PDF Hub (Merge, Protect)
✅ Adobe Document API✅ Practice Profitability Reports
✅ Auto Invoice Generation✅ Auto & Manual Payment Links
✅ Available now · 🔜 Coming soon
Ready to modernize your CA practice?
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