Every client, every due date, every return — under control
CA practices juggle hundreds of clients, GST, ITR, TDS and ROC deadlines, documents arriving on WhatsApp and work spread across partners, staff and articles. We build practice management systems that keep the whole office on track.
- No missed due dates
- Faster document collection
- Clear staff workload
Sound familiar?
- Compliance due dates for every client tracked in Excel sheets and diaries
- Client documents scattered across WhatsApp, email and pen drives
- No clear view of which staff or article is working on what
- Professional fees billed late and outstanding followed up manually
What changes with Simplify
- No missed due dates
- Faster document collection
- Clear staff workload
- Staff trained, support 7 days a week
What our ca & accounting firms solution includes
Start with what you need most. Every module can be customised to your exact process.
Client compliance calendar
GST, ITR, TDS, ROC and audit due dates generated automatically for every client and financial year.
Task & workflow tracking
Assign work to staff and articles, track status, review and sign-off — with workload per person.
Document collection
Clients upload documents through a secure link; files are organised by client, service and financial year.
Automatic client reminders
WhatsApp, SMS and email reminders for pending documents, data and upcoming due dates.
Fee billing & collections
Professional fee invoices, recurring retainer billing, receipts and outstanding follow-ups.
Partner dashboard
Pending filings, overdue tasks, staff workload and fee collection — at a glance.
How we set it up for your ca & accounting firms business
- 01
Understand
We visit or call, study how your business runs today and note every pain point — free of cost.
- 02
Design
You see screens and a clear plan with fixed scope, timeline and price before any work starts.
- 03
Build & Migrate
We build in short stages, show you progress, and safely move your data from old software.
- 04
Train & Support
Your team is trained hands-on, and we stay with you 7 days a week after go-live.
CA & Accounting Firms software — common questions
Does it file GST or income tax returns?
No — you keep filing through the government portals and the utilities you already use. The system tracks every return, due date, document and task around that work, so nothing is missed.
Is client data kept confidential?
Yes. Access is role-based for partners, staff and articles, every action is logged, and data is backed up automatically every day.
We already use old software. Will we lose our data?
No. We migrate your existing customers, items, stock, ledgers and history into the new system, and can run both systems side by side until you are fully confident.
Do you work outside Chhattisgarh?
Yes. We are based in Chhattisgarh and serve businesses across India. Most work — requirement meetings, training and support — happens online, and we travel on-site when the project needs it.
How long does it take to get started?
Simple setups can go live in days. Larger custom systems are delivered in stages so you start using the important parts early. You will get a clear timeline after the first discussion.
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Sites, materials, labour, contractors and billing — tracked from one screen.
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Production planning, raw material, job work, quality and dispatch.
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Make your Business Operation Simple with Simplify
Let's simplify your ca & accounting firms business
Book a free 30-minute discussion. We'll understand your business and show you exactly what can be automated — no obligation.
Or call +91 74899 71353 — 7 days a week