Every module your practice needs, working together
Not a bundle of disconnected tools — one system where documents, WhatsApp, compliance, and billing share the same client record.
Automation
AI Document Classification
Every file, sorted before your team even opens it
Documents arriving by WhatsApp, email, or client upload are automatically classified into GST, Income Tax, TDS, ROC, Bookkeeping, and KYC folders, with confidence scoring so low-certainty files get flagged for a quick human check instead of getting buried.
- Auto-tagged by compliance type and client
- Confidence score on every extraction
- Low-confidence documents routed for manual review
- Searchable vault, no more email hunting
Client Reminder Automation
Stop chasing clients for documents and payments
Set the rules once — pending document, upcoming due date, unpaid invoice — and CAassist sends the right reminder on the right channel, on schedule, with a daily cap so clients never feel spammed.
- Document, payment, and deadline reminder rules
- Configurable frequency and quiet hours
- Escalation to staff when a client goes unresponsive
- Full delivery and read-receipt log
WhatsApp Integration
A unified inbox, not fifty personal chats
Every client conversation lands in one shared inbox with bot-handled replies, template messages, and broadcast campaigns — so no client-firm relationship lives on a single staff member's phone.
- Shared team inbox with assignment
- Approved template messages for common requests
- Broadcast lists for deadline campaigns
- Automation rules for FAQs and status updates
Workflow Automation
Rules that run your practice while you sleep
Nightly jobs auto-generate compliance tasks ahead of due dates, route documents to the right folder, and escalate stalled client requests — automation that compounds every month.
- Nightly compliance task generation
- Rule-based document routing
- Escalation workflows for unresponsive clients
- Custom automation rules per firm
Compliance
GST Workflow
GSTR-1, 3B, 9, 9C and IFF — one pipeline
Track every GSTIN across every client through data collection, reconciliation, and filing — with return-specific checklists and auto-generated monthly tasks so nothing slips past a due date.
- Multi-GSTIN support per client
- GSTR-2B vs books reconciliation with ITC buckets
- Invoice Management System (IMS) accept/reject/pending queue
- Vendor compliance scoring for chronic late filers
TDS Workflow
24Q, 26Q, 27Q, 27EQ without spreadsheet chaos
Quarterly TDS return cycles get the same structured checklist-and-deadline treatment as GST, with challan tracking and mismatch flags before a return is ever filed.
- Quarter-wise return checklists
- Challan and deductee tracking
- Late-deduction and interest flags
- Form 16/16A generation reminders
Compliance Calendar
Every statutory deadline, auto-populated
GST, ITR, TDS, and ROC due dates are pre-loaded and kept current, with urgency badges — Overdue, Today, Urgent, Upcoming — so nothing depends on someone remembering a date.
- Pre-built statutory due-date catalogue
- Custom deadlines for firm-specific commitments
- Month and list calendar views
- Auto-generated tasks ahead of each deadline
Notice & Litigation Tracking
Every scrutiny notice, on a visible timeline
Track income tax, GST, TDS, and ROC notices from receipt to closure, with section references, demand amounts, and a shared timeline so nothing gets missed between staff handoffs.
- Section-wise notice tracking
- Demand amount and status tracking
- Shared response timeline
- Deadline alerts on pending replies
Client Management
Document Collection
One link, every format, zero follow-up calls
Clients upload PDFs, images, Excel sheets, or entire ZIP archives from a single portal link or WhatsApp thread. Auto-generated checklists adapt to client type and the services they're subscribed to.
- Client-type-aware document checklists
- PDF, image, Excel, and ZIP support
- Upload status visible to both CA and client
- Bulk import for onboarding an existing client base
Client Portal
A professional front door for every client
Clients get their own secure, branded login to upload documents, track task status, view invoices, and make payments — without ever seeing another client's data or your internal notes.
- OTP-based secure login
- Live status on tasks and filings
- Invoice viewing and online payment
- Fully isolated from firm-internal data
Role Management
Partner, manager, article — scoped access for each
Give every team member exactly the access their role needs: partners see everything, staff see their assigned work, and clients see only their own records.
- Partner, Manager, Senior Article, Article, Admin roles
- Per-role navigation and data scoping
- Workload and skill tracking per staff member
- Audit log of role and permission changes
Import Client Data
Bring your existing client list, don't retype it
Bulk-import your entire client roster from a spreadsheet during onboarding, with validation that catches duplicate PANs and malformed GSTINs before they become a support ticket.
- Spreadsheet bulk import
- PAN/GSTIN format validation
- Duplicate detection
- Import preview before committing
Operations
Practice Dashboard
Your entire practice, one screen
A real-time view of filing status, outstanding fees, overdue tasks, and team workload — the first thing you see every morning, not a spreadsheet you update every evening.
- Compliance and revenue metrics at a glance
- Critical-alert banner for overdue items
- Per-staff workload visibility
- Drill-down into any client or task
Reports & Analytics
Know which clients — and staff — need attention
Compliance, revenue, team performance, and client health reports, each with sub-scores like document submission rate and payment timeliness, so problems surface before they become churn.
- Compliance and revenue trend reports
- Team performance and workload reports
- Client health scoring
- Exportable, board-ready summaries
Advanced Analytics
Trends across your whole client base
Slice compliance and revenue data by client type, service line, or staff member to see where your practice is actually growing — and where it's quietly leaking time.
- Segment by client type or service
- Month-over-month trend views
- Fee realization tracking
- Custom saved views
Task Management
Kanban, list, or team view — your call
Every compliance task carries its own checklist, internal vs. statutory due date, priority, and time log, and can be viewed as a Kanban board, a flat list, or grouped by team member.
- Kanban, list, and team views
- Internal vs statutory due dates
- Per-task checklists and time tracking
- Bulk task generation from the compliance calendar
Notifications
The right alert, to the right person, on time
In-app and email alerts for overdue tasks, new documents, paid invoices, notices received, and new WhatsApp messages — configurable per user so nobody drowns in noise.
- Per-event notification preferences
- In-app notification center
- Email digest option
- Role-aware alerting (staff vs partner)
Export Reports
Your data, out in a click
Export client lists, task registers, and financial reports to Excel or PDF whenever you need them outside CAassist — for a bank, an auditor, or your own records.
- Excel and PDF export
- Scheduled report exports
- Firm-branded PDF templates
- No data lock-in
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.