CaCRM is a secure, cloud-based CA CRM and practice management software designed for Indian Chartered Accountants. Automate critical compliance deadlines, secure client KYC credentials, track DSC token expiries, and manage article clerk review processes in one unified, encrypted platform.
ITR-6 - Rajesh Corp
Aman Agarwal (Locker Safe 1)
Empowering Growth-Focused CA Practices Across India
Try out three typical CA bottlenecks below and see how CaCRM automates them in real-time.
Traditional filing involves manual Excel logs and emailing clients. In CaCRM, updating status automatically generates receipts and sends notifications instantly.
👇 **Try it now:** Click the **"Mark as Filed"** button in the list on the right.
| Client | Return Type | Status | Action |
|---|
Generic practice software lacks context. CaCRM is custom-engineered for the compliance structure of Indian firms.
Consolidate return lifecycles. Track assessment notices, pending details collection, and return completion across multiple financial years.
Adjust the sliders below to calculate hours saved and billable revenue gains realized by automating tracking with CaCRM.
🎉 Based on our standard packages. Start trial today.
Why generic CRM tools or manual Excel files fall short of CA operational requirements in India.
| Practice Requirement | CaCRM | Manual Excel | Generic CRMs |
|---|---|---|---|
| Tax Compliance Calendars | Pre-loaded templates for GST & Tax filing | Manual entry, high missed deadline risk | Requires complex custom integrations |
| DSC Expiry Alerting | Native alerts and location storage codes | Managed on paper or individual checklists | Not supported out-of-the-box |
| Clerk Quality Gateways | Formally structured sign-off review gates | verbal updates, file clutter | Simple tasks with no quality audit checks |
| Client KYC Isolation | Secure database key encryption (DEK) | Password files stored on personal PCs | Shared databases, no single tenant DEKs |
| WhatsApp Automation | Native templates for invoices and returns | Copying and pasting messages manually | Requires costly developer APIs |
Everything your firm needs to run a secure, organized, and profitable professional consulting office.
Select your tier. All yearly packages include free concierge migration of your client databases.
See how managing partners of active tax practices use CaCRM to reduce administrative bottlenecks.
Our firm had three article clerks tracking client filings in Excel logs. We missed a critical GSTR-3B filing, resulting in late fees. Since migrating to CaCRM, we haven't missed a single deadline, and clients appreciate the automated filing confirmation templates sent straight to their WhatsApp.
DSC tracking used to be our biggest operations headache. USB tokens were scattered across desks. The location codes inside CaCRM catalog tokens in precise safes or drawers, and automated warnings prompt clients for renewals before expirations block our filings.
Common questions about practice configurations, security, and WhatsApp integrations.
Request a personalized platform walkthrough from our onboarding specialists in Siliguri and see how CaCRM simplifies your firm's workflows.
CaCRM is proudly developed by Groveus Informatics Pvt. Ltd., a Siliguri-based software company with 10+ years of experience delivering enterprise solutions to 500+ clients globally. We build secure, compliant, and scalable software for organizations of all sizes.
Visit Groveus.com →