Professional Services

CA Firm
IT Portal

Compliance calendar, timesheets, document portal — complete CA practice management.

Get This Portal for Your CA Firm → All Verticals
About This Vertical

Built for CA Firm

Built for CA firms and tax consultancies — client compliance tracking, deadline management, staff timesheets, document collection and billing.

Vertical-Specific Modules

  • ❦Client Master & Compliance Calendar
  • ❦Deadline & Task Management
  • ❦Staff Timesheet & Billing
  • ❦Document Collection Portal
  • ❦ITR / GST / TDS Tracker
  • ❦Notice & Response Log
  • ❦Invoice & Fee Collection
  • ❦Multi-partner Support

Included in Every Vertical

✓GST-compliant billing & invoicing
✓Role-based access control
✓WhatsApp & SMS notifications
✓Razorpay payment integration
✓Multi-branch support
✓Mobile-responsive interface
✓Data export (PDF/Excel)
✓Audit log & history
💬

Ready to discuss your ca firm portal?

Tell us your setup — locations, team size, current software. We'll scope a deployment in 24 hours.

Start the Discussion →

Fixed price · Deployed in days · You own everything

Core Features

What makes this vertical powerful.

  • ★Client Master & Compliance Calendar
  • ★Deadline & Task Management
  • ★Staff Timesheet & Billing
  • ★Document Collection Portal
  • ★ITR / GST / TDS Tracker
Also Included

Built-in for every deployment.

  • ✓Notice & Response Log
  • ✓Invoice & Fee Collection
  • ✓Multi-partner Support
  • ✓Client-wise Profitability
  • ✓Data Export
Speed & Efficiency

Features that make your team faster.

Specific tools built to cut manual work and speed up daily operations.

Compliance alert 15 days before
Sent to staff and client — deadline never missed.
Timesheet from mobile
Staff logs hours on phone — no end-of-week catch-up.
Document request with reminder
Sent to client with checklist — auto follow-up if not received.
Invoice from timesheet hours
One click after approval — no manual billing.
Client profitability report
Know which clients take more time than they pay for.
Pain Points

What slows your business down.

Deadlines missed — penalties
Staff juggling many clients — deadlines slipped.
Document collection chaotic
WhatsApp, email, physical — documents arrive incomplete.
Timesheet not tracked
Profitability unknown — underpricing common.
Notices not tracked
Income Tax and GST notices not acted on in time.
How We Solve It

Our portal handles it all.

Multi-level compliance alerts
Staff → partner → client — escalating reminders before deadline.
Client document portal
Structured checklist, online upload, auto follow-up.
Staff timesheet per task
Every hour logged — profitability visible per client.
Notice register with response deadline
Every notice logged — response deadline tracked.
Side-by-Side Comparison

Without us vs with our portal.

See exactly what changes when you go live.

Area ❌ Without Portal ✅ With Digitruinx Portal
Deadline Tracking✗ Staff memory + calendar✓ Multi-level alert: staff→partner→client
Document Collection✗ WhatsApp, emails, chaos✓ Portal checklist, auto follow-up
Timesheet✗ Not tracked, unprofitable clients hidden✓ Per-task timesheet, profitability visible
Invoice✗ Manual, delayed✓ Auto from approved timesheets
Penalty Risk✗ High — missed deadlines✓ Near-zero — multi-level alerts
AI & Automation Flow

How AI makes your workflow seamless.

Every step automated. Click or hover each step to see details.

Client Onboarded
Compliance calendar auto-populated
Deadline Alert
AI alerts staff 15 days before, client 7 days before
Document Request
Portal sends checklist, tracks what's received
Work Assigned
Staff assigned, timesheet tracking starts
Work Done
Staff marks complete, partner reviews before submission
Invoice Generated
From approved timesheet hours, sent to client
Notice Received
Logged, deadline tracked, team alerted
Risk & Compliance

Major risks — already handled.

⚠️
Missed deadline penalty
Firm liable for client penalty — reputation damage.
✓ Multi-level escalation: staff → partner → client — near-zero misses.
⚠️
Confidential client data
Cross-client visibility within firm — compliance risk.
✓ Isolated per-client access — no staff can see another client's files.
⚠️
Fee disputes
Client disputes hours billed.
✓ Timesheet-backed invoice with task breakdown — fully transparent.
Get Started

Ready to digitise your CA firm?

Tell us about your setup — locations, team size, current software. We'll scope a deployment in 24 hours.

Fixed price · Deployed in days · You own the code

Explore More

One platform. Every business.

The same platform powers 25+ business verticals.

See All Verticals →