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CA Assist

caassists.com

From ₹2,499/mo Free trial WebiOSAndroid

Spec sheet

Product
CA Assist is a practice-management platform for Chartered Accountants and tax firms, combining compliance tracking, client and task management, billing, payroll and a client portal.Read 14 Nov 2026 · caassists.com
Trial
The site advertises a 14-day free trial and says no credit card is required.Read 14 Nov 2026 · caassists.com
Security
Security features described include per-firm data isolation, two-factor authentication, role-based access, encrypted storage and an audit trail.Read 14 Nov 2026 · caassists.com
Compliance
It covers GST, GST e-Invoice, ITR, TDS, ROC/MCA, PF/ESI and advance tax workflows.Read 14 Nov 2026 · caassists.com
Backup
The product offers per-firm backup and restore.Read 14 Nov 2026 · caassists.com
Client collaboration
Client-facing tools include a branded portal, e-signatures, WhatsApp and SMS notifications, email, and in-app chat.Read 14 Nov 2026 · caassists.com
CRM
The built-in CRM supports a visual six-stage lead pipeline and one-click conversion of a won lead into a client record.Read 14 Nov 2026 · caassists.com
Filing limitation
CA Assist organizes and tracks filing obligations but complements rather than replaces government filing portals.Read 14 Nov 2026 · caassists.com
Mobile
A native iOS and Android app is described, although the site says it is launching soon.Read 14 Nov 2026 · caassists.com
Overage charges
Additional clients cost ₹250 per 10 clients and additional storage costs ₹250 per 100 MB per month, billed automatically.Read 14 Nov 2026 · caassists.com
Pricing inclusions
Each plan includes all compliance engines, web and mobile access, and unlimited returns; listed prices include 18% GST.Read 14 Nov 2026 · caassists.com
Tax calendar
A unified tax calendar tracks statutory due dates and provides automated reminders.Read 14 Nov 2026 · caassists.com
Workflow tools
Bulk operations, workflow automation and reusable document templates are included.Read 14 Nov 2026 · caassists.com

Plans and prices

Starter ₹2,499 a month Monthly; quarterly and yearly billing available Up to 50 clients · 1 staff seat · 250 MB storage · All compliance engines · Web and mobile access Read 14 Nov 2026 · caassists.com
Professional ₹4,499 a month Monthly; quarterly and yearly billing available Up to 100 clients · 3 staff seats · 500 MB storage · Client portal, e-signature, payroll · Billing, CRM, approvals, audit trail Read 14 Nov 2026 · caassists.com
Enterprise ₹9,999 a month Monthly; quarterly and yearly billing available Up to 200 clients · 10 staff seats · 1 GB storage · Multi-company, branches, white-label domain · Automation and workflow builder Read 14 Nov 2026 · caassists.com

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