Stop chasing documents.
Start closing filings.
CAassist automates document collection, WhatsApp reminders, GST reconciliation, and compliance tracking — so your team spends time on advisory work, not chasing clients for the same PDF three times a month.
GST Filed
94%
Overdue Tasks
3
Outstanding Fees
₹2.4L
Active Clients
182
- Compliance modules, one platform
- 18+
- Saved per staff member, weekly
- 10h+
- To your first compliance calendar
- 5 min
- Statutory deadlines missed
- 0
Compliance modules, one platform
Saved per staff member, weekly
To your first compliance calendar
Statutory deadlines missed
Every CA firm is fighting the same five fires
CAassist was built around the actual daily friction of running a practice, not a generic project-management template.
The daily grind
With CAassist
Clients ignore WhatsApp messages sent from a personal number
Shared team inbox with templates, automation, and delivery tracking
Documents pile up across email, WhatsApp, and Google Drive
One Document Vault, auto-classified by compliance type and client
GSTR-2B reconciliation eats two full days every month
Automated reconciliation with Safe / Review / Blocked ITC buckets
Statutory deadlines tracked across three different spreadsheets
One Compliance Calendar, pre-loaded with every due date that matters
No visibility into who on the team is overloaded
Real-time workload and task dashboards for every staff member
Your WhatsApp becomes a compliance office
Clients already live on WhatsApp. CAassist meets them there — collecting documents, answering status questions, and nudging them before every deadline.
One shared team inbox
Every client conversation in one place — no client relationship trapped on a staff member's personal phone.
Documents auto-filed on arrival
A PDF forwarded on WhatsApp is classified into the right client and compliance folder before anyone opens it.
Reminders that send themselves
Deadline and document reminders go out on schedule, with escalation when a client goes quiet.
CAassist Assistant
online
9:02 AM
9:15 AM
9:16 AM
9:30 AM
9:30 AM
One platform for CRM, compliance, and client communication
Document intelligence, WhatsApp automation, and GST reconciliation — working together instead of across 4-7 disconnected tools.
18+ modules built specifically for Indian compliance work
From TDS challans to ROC filings to notice tracking — see the complete list.
From morning chaos to a practice that runs itself
Here's what a filing week actually looks like when collection, reminders, and reconciliation are automated.
9:00 AM
Morning snapshot
Open the dashboard to a live view: filings on track, documents pending, fees outstanding — no spreadsheet to update first.
9:30 AM
Work the action queue
Tasks are already generated from the compliance calendar and sorted by urgency. Your team just starts at the top.
On the go
Clients handled automatically
WhatsApp reminders go out, documents arrive and auto-file themselves, and unresponsive clients get escalated — without a single phone call.
Filing day
Reconcile and file with confidence
GSTR-2B reconciliation splits ITC into Safe, Review, and Blocked buckets. What used to take two days is done before lunch.
Hours back, every single week
Firms on CAassist report 10+ hours saved per staff member per week — time that goes back into advisory work and taking on more clients.
Without CAassist
- Staff mornings lost to chasing clients on calls and personal WhatsApp
- GSTR-2B reconciliation eats two full working days per month
- Deadlines tracked across three spreadsheets — and someone's memory
- Documents scattered across email, WhatsApp, and Google Drive
With CAassist
- Reminders, escalation, and document collection fully automated
- Reconciliation with Safe / Review / Blocked ITC buckets in under an hour
- Every statutory due date pre-loaded, tasks auto-generated ahead of time
- One searchable vault, auto-classified by client and compliance type
Handle more clients with the same team. Plans start at ₹1,499/month — less than an hour of billable partner time.
Firms already running on CAassist
Partners and practitioners on what changed after they switched.
“We used to lose entire mornings chasing clients for GST invoices over WhatsApp. Now the reminders go out automatically and documents land in the right folder before I've had my first cup of tea.”
Rajesh Mehta
Partner, Mehta & Co, Pune
“The reconciliation view alone paid for the subscription. Seeing ITC split into Safe, Needs Review, and Blocked buckets took what used to be a two-day exercise down to under an hour.”
Sunita Rao
GST Practitioner, Rao Tax Associates, Bengaluru
“Our articles used to keep the compliance calendar in three different spreadsheets. Now everyone works off the same task board, and nothing statutory has slipped since we switched.”
Amit Deshpande
Managing Partner, Deshpande & Associates, Mumbai
Plans that scale with your client base
Start free for 14 days. Upgrade, downgrade, or cancel anytime.
Starter
For solo practitioners and small firms
₹14,990/year
- Client CRM & Document Vault
- Compliance Calendar (GST, ITR, TDS)
- WhatsApp Inbox (shared, 1 number)
- Client Portal
- Task management (Kanban & list)
- Email support
Growth
For growing firms managing multiple GSTINs
₹39,990/year
- Everything in Starter
- GST Reconciliation & IMS workflow
- AI Document Classification
- WhatsApp automation & broadcast
- Client Reminder Automation
- Reports & Analytics
- Role-based access (Partner/Manager/Article)
- Priority support
Enterprise
For large firms and multi-branch practices
Custom
- Everything in Growth
- Multi-branch & multi-partner support
- Dedicated WhatsApp Business number
- Custom fields, folders & compliance packs
- Notice & litigation tracking
- Dedicated onboarding manager
- Custom SLA & priority phone support
Common questions
Everything you need to know before starting your trial.
Ready to stop chasing clients for documents?
Start a 14-day free trial — import your client list and watch your first compliance calendar populate in minutes.