®The operating system for accounting practices.
Client coordination, document handling, GST and ITR deadlines, attendance, and reporting: every part of a CA firm's back office in one connected system. Built with practising CAs, deployed at firms across India.
Perfect for
- Chartered Accountant firms (2–50+ staff)
- Tax consultants and GST practitioners
- Audit, advisory, and corporate-services firms
- Multi-partner practices with shared clients
Built for how a CA practice actually runs.
Chartered accountants run one of the most deadline-dense businesses there is. GST returns, TDS filings, ITR, ROC, audit dates: dozens of clients, each with a different set of obligations landing on a different calendar.
Most practices track this in spreadsheets and WhatsApp, with the partner carrying the real schedule in their head. It works until the practice grows past the point where one person can hold it all.
Generic project-management tools don't fit because they don't understand compliance calendars. Accounting software doesn't fit because it manages books, not the practice. So we built CA OMS around the practice itself (with practising CAs, deployed at firms across India) and we keep building it, which is why custom modules and integrations are straightforward when a firm needs them.
Built around how the work actually happens.
Client & engagement management
One record per client with engagement history, contacts, documents, and a full audit trail. Assign partners, juniors, and reviewers per task.
Document vault
Upload, version, and share returns, ledgers, and notices. Secure permissions, expiry alerts, and one-click client share links.
Deadline dashboards
GST, TDS, ITR, ROC, and custom deadlines: visible to the team. Auto-reminders before, on, and after the due date.
Practice reports
Hours logged, billing realisation, partner-wise output, client profitability. Weekly partner summary in your inbox.
Role-based access
Partners, managers, juniors, interns, each sees only what they should. Full audit log of who saw and changed what.
Built for compliance
Data stays in India by default. Optional self-hosted deployment. Backed up daily with point-in-time restore.
Real outcomes, not just features.
- Document chasing shrinks from days to hours. Clients upload to a portal instead of sending files over WhatsApp.
- Compliance deadlines don't slip. Auto-reminders go to the team and client before every due date.
- Task ownership is always clear. No more dropped work or duplicated effort.
- Billing realisation rises 15–25% as time tracking becomes effortless.
- New juniors go from onboarding to productive in days. The system is the firm's standard operating procedure.
Things people ask.
- Most firms are live within 7–10 days. We handle data import (Tally, Excel, your old system), team training, and the first month of hand-holding.
- Yes. CA OMS can be deployed in your cloud (AWS / Azure / your data centre) or run on-premise. Source-code access is available on enterprise plans.
- Yes. We can import client masters, ledgers, and invoices from Tally. We also have native exports to the formats your accountants already use.
- Role-based access, encrypted at rest and in transit, audit logs on every change, daily backups, and the option to host the system entirely in your control. Security is core to the product. Most of our clients are in regulated industries.
- We built CA OMS, so custom modules, workflows, and integrations are easy to add. Talk to us and we'll scope it.
How long does setup take?
Can we self-host CA OMS on our own server?
Does it integrate with Tally?
What about data security?
What if we need a custom feature?
See CA OMS in action.
30-minute demo tailored to your business. No slideware, just the product.