Run Your Entire CA Practice From One Platform.
Manage clients, tasks, GST, TDS, Income Tax, ROC, documents, and your team — all from one secure workspace built for Indian CA firms.
12-Day
Free Trial
Full access, no limitations
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Built for
Indian CA Firms
GST, ITR, TDS, ROC & more
Secure
Cloud Platform
Encrypted, backed up daily
From Client Onboarding to Filed Return — in One Place
Every task your CA firm handles follows the same simple workflow.
Add Client
Set up client profile with PAN, GST number, contact details and assigned services.
Assign Service
Pick the compliance work — GST return, ITR, TDS, ROC filing, audit or payroll.
Assign Team Member
Assign the task to an article, senior CA or manager with a due date.
Track Progress
Live status updates — Not Started, In Progress, Under Review, Completed.
File Return
Mark task complete, attach the filed return or acknowledgement document.
Client Notified
Client gets an automatic notification that their filing is done.
The Reality of Most CA Offices
Excel sheets, WhatsApp messages and manual follow-ups lead to missed deadlines, unhappy clients and business loss.
Missed Deadlines
CA Team Changes Everything
One intelligent platform to manage your entire practice and stay ahead every day.
Client Management
Centralise client information and communication
Task Management
Assign, track and complete tasks on time
Due Date Tracking
Never miss any compliance or important date
Document Management
Store, organise and access documents securely
Employee Performance
Track productivity and performance in real-time
Recurring Compliance
Automate recurring tasks and workflows
Audit Workflow
Manage audit assignments from start to finish
Reports & Insights
Get real-time reports and business insights
Built Around Every Department of a CA Firm
- GST Returns
- Due Date Tracking
- Phone Notices
- Input Credit
- Reconciliation
- IT Returns
- Refund Tracking
- Scrutiny Cases
- Notices
- Capital Gains
- TDS Returns
- Payment Tracking
- Corrections
- Challan Status
- Deductor Details
- ROC Filings
- Annual Compliance
- DIR Filings
- MGT & AOC
- Charge Management
- Audit Assignment
- Working Papers
- Review Process
- Audit Reports
- Completion Tracking
- Employee Salary
- Attendance
- Payslips
- Advance & Loans
- Employee Tasks
The Old Way
- Scattered Excel Sheets
- WhatsApp Messages
- Phone Calls & Follow-ups
- Sticky Notes & Reminders
- Manual Tracking
- Confusion & Missed Deadlines
- Unhappy Clients
With CA Team
- All-in-One Dashboard
- Automatic Reminders
- Task Ownership
- Live Progress Tracking
- Document Centralisation
- Reports & Insights
- Happy Clients & Growth
Real CA Firms. Measurable Results.
See how CA firms across India transformed their practice with CA Team.
Mehta & Associates
Mumbai, Maharashtra
The Challenge
Managing 300+ clients across GST, ITR and TDS using Excel sheets and WhatsApp groups. Deadlines were missed regularly and client communication was chaotic.
The Results
90%
reduction in missed deadlines
3×
faster task assignment
15 hrs
saved per week
“Earlier we had 3 people just tracking deadlines. Now CA Team does it automatically — our entire team focuses on actual work.”
Joshi Tax Consultants
Pune, Maharashtra
The Challenge
A 20-member firm struggling with document chaos — client files scattered across drives, email and physical folders. Zero visibility on team workload.
The Results
100%
documents centralised
40%
boost in team output
6 mo
zero missed filings
“We went from hunting for files across 4 different places to finding everything in seconds. The ROC compliance module alone saved us from a ₹2L penalty.”
Patel & Co. CA Firm
Ahmedabad, Gujarat
The Challenge
Growing from 5 to 30 team members created coordination nightmares. Senior CAs had no visibility into what articles were doing or which tasks were overdue.
The Results
30
team members onboarded in 1 day
2×
more clients with same team
₹0
penalties since switching
“The employee performance module gave me real visibility for the first time. I know exactly who is working on what — and nothing falls through the cracks.”
CA Firms Love CA Team
Don't just take our word for it — hear from the CAs who use it every day.
“Earlier we managed everything in Excel and WhatsApp. Now every deadline is tracked automatically and our team is 3× more productive. CA Team paid for itself in the first month.”
CA Rahul Mehta
Partner, Mehta & Associates — Mumbai
“The GST and ITR tracking alone is worth it. I have 180 clients and I used to live in constant fear of missing a deadline. That fear is completely gone now.”
CA Priya Sharma
Founder, Sharma Tax Advisory — Delhi
“The document management is seamless. We were on 4 different tools — CA Team replaced all of them. Our team got 40% more productive within the first 30 days.”
CA Vikram Joshi
Managing Partner, Joshi Tax Consultants — Pune
“I can now see what every team member is working on in real time. The employee performance module gave me visibility I never had before. Onboarding took less than a day.”
CA Anita Patel
Founder, Patel & Co. — Ahmedabad
“We handle ROC filings for 90+ companies. Tracking all those deadlines manually was a nightmare. CA Team's ROC module has made it completely stress-free.”
CA Nikhil Kapoor
Director, Kapoor & Sons CA Firm — Bangalore
“The audit workflow feature is exceptional. From assignment to final report, everything is tracked. Our audit team's turnaround time dropped by 35% in two months.”
CA Sunita Rao
Senior Partner, Rao Associates — Hyderabad
4.9 / 5 average rating
Based on reviews from 500+ CA firms across India
Simple Pricing. All The Features.
Every plan includes all CATeam features. You only pay for the number of team members.
All Plans Include
Everything you need to run your CA firm efficiently.
Easy Setup
Get started in less than 5 minutes
Secure & Reliable
Bank-level security to keep your data safe
Upgrade Anytime
Scale your plan as your team grows
FAQ
Frequently Asked Questions
Everything you need to know about CA Team.
Still have questions? Email us at contact@cateam.in
Your CA Firm Deserves Better. Start for Free.
Join 500+ CA firms already running smarter on CA Team. No risk — 12 days free, no card required.
12-Day Free Trial
Everything Included. Zero Cost to Start.
- Full access to all features — no limitations
- Set up your firm in under 5 minutes
- Import clients and tasks instantly
- Dedicated onboarding support included
- No credit card required — cancel anytime
“CA Team replaced our Excel sheets, WhatsApp groups and sticky notes. Our team is 3× more productive and we haven't missed a single deadline since we switched.”
CA Rahul Mehta
Partner, Mehta & Associates · Mumbai
90%
fewer misses
3×
productivity
15h
saved/week