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 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.
- Cut document-chasing from days to hours — clients upload to a portal, not over WhatsApp
- Never miss a compliance deadline again — auto-reminders to the team and the client
- Know exactly who's working on what — no more "I thought you were doing it"
- Billing realisation rises 15–25% as time tracking becomes effortless
- Onboarding new juniors goes from weeks to days — the system is the SOP
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. We take this seriously — it's why most of our clients are in regulated industries.
- We're the team that built CA OMS — so custom modules, workflows, and integrations are easy. Talk to us; we'll scope it and price 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.