Everything Your CA Firm Needs,
One Platform.

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

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

Unified calendar of all client deadlines. Smart alerts fire before every statutory due date.

Assign tasks like Jira — with priority, due dates, time logs, and sub-tasks.

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

Visual dashboards for pending, overdue, and completed filings. Identify bottlenecks instantly.

Standardize workflows with reusable templates containing predefined subtasks, document checklists, and assigned roles.

Ensure quality control with creator-reviewer pipelines. Tasks move to managers or specific users for approval.

Raise and resolve client queries through a structured ticket system with SLA tracking.

View the same tasks as a Kanban board, a sortable list, or a spreadsheet-style table. Bulk-edit due dates, assignees, and statuses across hundreds of tasks at once.

See the whole team's week at a glance. Plot tasks by due date in a weekly planner or month calendar and drag to reschedule.

Go beyond Todo–Done. Create your own colour-coded stages per board — Data Received, Under Preparation, Sent for Review, Filed — and as many statuses as your firm needs.

Stack filters across client, staff, return type, status, priority, due date, and tags. Save filtered views and switch between them in one click.

Ask in plain English — "show overdue GST tasks for retail clients assigned to Priya" — and let AI build the filter and surface exactly what you need.

Securely store GST login, income tax portal, MCA, and other credentials — bank-level encrypted.

Automatically pull each client's GST filing status and data from the GST portal — no manual logins. When a staff member moves a GST task to Done, QwikCA re-checks the portal to confirm the return was actually filed before closing it.

Capture enquiries and track prospects on a visual lead pipeline — New, Contacted, Proposal Sent, Won. Convert a won lead into a full client record in one click.

Set triggers per client — when a task moves to Done, a document is uploaded, or a deadline nears, auto-fire an email notification or create the next task.

Store multiple contacts per client — owner, accountant, director — with quick email access.

Send configurable document checklists to clients via email. Track uploads.

Dedicated iOS and Android app for clients. Push notifications, instant document capture, and on-the-go task approvals.

Track Digital Signature Certificates movements, manage keys, and get automated expiry reminders.

Give clients a secure login to view filing status, upload documents, and collaborate on tasks with real-time commenting.

AES-256 encryption for all client documents. Zero-knowledge architecture.

Organize documents by category — Income proofs, GST docs, ITR, bank statements. Per-client secure folders.

Every document version is saved. Revert, compare, and maintain a full audit trail.

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

Choose which clients get which reminders — by return type, amount, or filing status.

Send mass reminders to all clients or a filtered segment. Track delivery and open rates.

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

Know exactly which clients received and read your reminders. Auto follow-up on unread messages.

Track every Digital Signature Certificate validity date with automated reminders weeks before expiry.

Monitor GST, MSME, IEC, and professional license validity. Auto-alerts before any registration lapses.

Get reminded when portal passwords — GST, Income Tax, MCA — are due for rotation. Keep every login current.

Every statutory deadline tracked with escalating reminders so filing windows never close on you.

Flag documents with expiry dates — KYC, agreements, certificates — and renew them on time automatically.

Standardize recurring work with reusable templates containing predefined subtasks, document checklists, and assigned roles.

Deep insights into practice revenue. Track profitability per client and service type.

Analyze staff performance, task completion rates, and billable hour distributions.

Get a real-time health score of your entire client base compliance status.

Monitor how long tasks and documents are pending with clients automatically.

Identify unbilled tasks or missed recurring services that should have been invoiced.

Export custom data views to Excel or PDF for partners and stakeholders.

Generate UDINs and keep a searchable register for every certificate, report, and attestation. Link each UDIN to its client and task and stay ICAI audit-ready.

Raise GST-compliant invoices with HSN/SAC codes, firm branding, and sequential numbering. Auto-generate an invoice the moment a task is marked complete.

Attach a Razorpay/UPI payment link to every invoice and send it over email. Payments reconcile against the client ledger automatically.

Track billed, received, and outstanding fees per client and service. Auto-chase overdue payments with scheduled reminders.

Log firm expenses and petty cash with receipt-photo attachments from web or mobile. Generate clean P&L views for partners.

Issue proforma invoices and set up recurring billing for retainer clients so monthly and annual fees raise themselves.

Define what each staff member can view, edit, or delete — Partners, Managers, Articles.

Log daily staff login/logout with location tracking and IP-locking for security.

Staff log time against tasks and clients. Track billable vs non-billable hours.

Map out your firm chart. Create departments (Audit, GST) and assign staff to different levels with diverse permissions.

Firm mobile app for your team. Log GPS-verified attendance in the field, capture expense receipts, and manage tasks remotely.

See every team member's active tasks, completed work, and capacity at a glance.

Staff apply for leave online. Managers approve in one click. Task calendars auto-update.

Mention colleagues on tasks and share notes on client files.

A single approvals queue for partners — leave requests, task reviews, invoices, and expenses all line up for one-click approve or reject.