From sign-up to a fully automated practice, in nine steps
No lengthy implementation project. Most firms are live within a day.
Choose your plan
Compare Starter, Growth, and Enterprise on the Pricing page and pick the one that fits your client count and team size.
Complete payment
Pay securely via UPI, card, or net banking through Razorpay. A GST-compliant invoice is generated and emailed instantly.
Create your account
Set your firm name, admin email, and password. You're logged straight into a guided setup flow — no waiting on a sales call.
Upload firm information
Add your firm's PAN, GSTIN, address, and logo so client-facing invoices, reminders, and the portal carry your branding.
Upload your client list
Import your existing client roster from a spreadsheet, or add clients one at a time — CAassist validates PAN and GSTIN formats as it goes.
System imports your data
CAassist auto-generates a compliance calendar and document checklist per client based on the services you've mapped to each of them.
Verification
A quick review screen shows exactly what was imported — flagged duplicates and malformed records first — before anything goes live.
Connect WhatsApp
Link your firm's WhatsApp Business number so client reminders, document requests, and replies flow into one shared inbox.
Automation begins
Reminder rules, the compliance calendar, and document routing switch on automatically — your dashboard is ready from day one.
Automation compounds every month
Once WhatsApp is connected and clients are imported, CAassist keeps running in the background: nightly compliance task generation, monthly reminder cycles, and document routing — without anyone touching a spreadsheet.
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.