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.
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 Portal
Give clients a secure login to view filing status, upload documents, and download reports.
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.
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.
Automatic Invoice Generation
Generate professional, GST-compliant invoices automatically when a task is completed.
Automatic Payment Links
Auto-send UPI, Razorpay, or PayU payment links to clients on due dates.
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 Management
Log firm expenses and reimbursements. Get a clear P&L view of practice profitability.
GST-Compliant Invoices
Auto-apply GST and TDS on invoices with GSTIN, HSN codes, and IGST/CGST/SGST splits.
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.
Staff Attendance Tracking
Log daily attendance, WFH, and leave. Automated monthly reports for payroll.
Time Logs (Jira-style)
Staff log time against tasks and clients. Track billable vs non-billable hours.
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 & Time Logs✅ Role-based Permissions
✅ Document Request Automation🔜 Client Portal
✅ Bank-Level Document Storage✅ PDF Hub (Merge, Protect)
✅ Adobe Document API✅ WhatsApp & Email Automation
✅ Auto Invoice Generation✅ Auto & Manual Payment Links
✅ Available now · 🔜 Coming soon
Ready to modernize your CA practice?
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