CA Practice Management

CA Practice OS Practice Management and Return Preparation Software for CA Firms

A cloud platform for Chartered Accountant firms in India that combines practice management with the preparation and validation of statutory returns, on a single data model for each firm.

Request a Demonstration How CA Practice OS Works

~200Statutory and cross-module validation rules

23Return types with approval chains

44Clauses in the tax audit engagement

0–100Compliance health score per client

Solution Overview

CA Practice OS is a cloud platform for Chartered Accountant firms in India. It brings together the two sets of tools a firm uses today: practice management for clients, deadlines, tasks, documents and billing, and separate utilities for preparing GST, TDS, income tax, tax audit, ROC and payroll returns.

Every module writes to one data model for the firm, so figures can be checked across returns before they are filed. The product is designed for firms with 2 to 15 staff serving 100 to 500 clients.

Document Collection Matrix: OctoberIllustrative, sample data

Client	Sales register	Purchases	Bank statement	Health score
Client A Traders	Received	Received	Received	92
Client B Textiles	Received	Unreadable	Received	74
Client C Exports	Received	Received	Missing	81
Client D Foods	Missing	Missing	Received	58

41Clients complete

9Follow-ups sent

3Clearer copies requested

₹18,400Accrued penalty exposure

Figure 1. Document Collection Matrix. Illustrative screen showing documents received by client and period, with a health score per client. All client names and values are sample data.

Practice Challenges Addressed

India has 98,967 firms registered with ICAI¹, serving 1.67 crore active GST taxpayers² and many of the more than 7 crore income tax returns filed for assessment year 2025-26³. The Income-tax Act 2025 also came into force on 1 April 2026, introducing the tax year concept and new form numbers⁴.

Errors Across Returns

Desktop tax utilities validate data within one return type. A GST turnover of ₹2.1 crore that conflicts with ₹1.7 crore of business income in the income tax return may not be detected before filing.

Manual Document Collection

Client documents arrive through several channels and are filed by hand, and partners have limited visibility of work in progress.

Cost of Missed Deadlines

Changes such as the GSTR-3B hard-lock and the three-year time bar on GST returns make errors and delays harder to correct.

How CA Practice OS Works

The sequence below follows a monthly GST engagement from client onboarding to billing. Each step is recorded in a hash-chained audit trail, and the deadline, task and client records update as the work moves forward.

Onboard Client
PAN and GSTIN validated
Enrol Services
Deadlines generated
Assign Work
Scoped by role and client
Collect Documents
WhatsApp, email or portal
Import Books
Tally export and GSTR-2B match
Prepare Return
GSTR-1 and 3B data
Validate
Cross-module rules and score
Review and Approve
Two or three levels
File Return
Generated file uploaded to the portal
Close the Deadline
Audit trail updated
Bill and Collect
GST invoice and receipts

Step in the platformDistinctive stepHuman decisionPerformed outside the platform

Figure 2. Monthly GST Engagement. The eleven-step engagement path. Step 7 applies the cross-module validation engine before approval. Step 9 is completed by uploading the generated file to the GST portal.

Cross-Return Validation

The validation engine applies about 200 statutory and cross-module rules and produces a 0–100 compliance health score for each client, together with notice-risk scoring.

Figure 3. Cross-Module Validation Checks. Examples of checks that compare figures between return types before approval.

WhatsApp Document Intake

Client Sends a Document

A client sends a file on WhatsApp, the channel most clients already use.

Platform Processing

Message verified
Document classified
Stored against client and period
Unreadable files trigger a request for a clearer copy

Firm Sees the Update

Collection matrix updated
Assigned staff member notified
Design target of 12 seconds to the dashboard

Figure 4. WhatsApp Intake Sequence. The path of a client document from the WhatsApp message to the firm's collection matrix. The 12-second figure is a design target.

Privacy-Tiered AI Assistant

The AI assistant handles client data on a locally hosted model by default. Queries are classified for personal data, and retrieval data is isolated per firm.

Structured Tax Data

Answers come first from structured tax master data.

Locally Hosted Model

Queries involving client data are answered by a locally hosted language model.

Cloud Model

Cloud models are used only for queries without client data.

Figure 5. AI Query Routing. The three tiers used by the assistant. Client data is never sent to a cloud model.

Platform Modules

Practice Management

Client master
Compliance calendar
Penalty register
Tasks and approvals
Staff and timesheets
Document collection
Client portal
GST billing
Reports

Statutory Compliance

GST returns
TDS
Income tax returns
Tax audit (Form 3CD)
ROC tracking
Payroll
Professional tax
Form 15CA and 15CB
Bookkeeping
PMLA KYC

Intelligence

Cross-module validation
Tax master data
Tally data intelligence
Privacy-tiered AI assistant

Figure 6. Platform Module Map. Current modules of CA Practice OS grouped by layer. The intelligence layer applies across practice and statutory modules.

Key Capabilities

Clients and Deadlines

Client master with PAN and GSTIN validation
Partner portfolios and bulk import
Compliance calendar with holiday adjustment
Penalty register with daily accrual and alerts

Work Management

Tasks and Kanban board
Two- and three-level approvals across 23 return types
48-hour escalation
Staff workload, timesheets and CPD tracking

Documents and Portal

Document vault with version history
Collection matrix by client and period
Client portal with OTP login
Data-access and erasure requests

GST, TDS and Income Tax

GSTR-1, 3B, 9 and 9C preparation
GSTR-2B reconciliation
TDS returns, FVU generation and Form 16
ITR JSON generation, AIS and 26AS, regime comparison

Tax Audit and ROC

44-clause tax audit engagement
Form 3CD population from Tally
CARO and UDIN
Company compliance tracking

Billing

GST invoices with CGST, SGST and IGST split
Receipts across UPI, NEFT, cheque and NACH
TDS on receipts
Receivables ageing

Payroll and Other Statutes

Payroll with EPF, ESIC and PT
Form 15CA and 15CB
Bookkeeping and bank reconciliation
PMLA KYC and risk scoring

Tally Intelligence

Import of Tally exports with data-quality scoring
Invoice matching
Vendor compliance checks
Monthly digest

Validation

About 200 statutory and cross-module rules
0–100 health score per client
Notice-risk scoring
Accrued late fees and interest shown in rupees

Comparison with Typical Approaches

Capability	Typical Approach	CA Practice OS
Data model	Practice management and return preparation in separate products	One data model per firm covering clients, documents, returns and invoices
Validation	Checks within a single return type	About 200 rules, including GST to ITR, TDS to ITR and payroll to TDS
Document collection	Email and WhatsApp handled by hand	WhatsApp intake with classification and a live collection matrix
AI and confidentiality	Client data sent to external AI services, or no AI	Local model by default; client data not sent to a cloud model
Governance	Informal review and limited audit evidence	Multi-level approvals and a tamper-evident audit trail that support ICAI peer review⁵
Penalty exposure	Not measured	Accrued late fees and interest in rupees, with threshold alerts

Intended Users

Principal or Managing Partner

Reviews the firm's workload, receivables and overall risk.

Partners

Approve returns, review portfolios and prepare for peer review.

Office Manager or Senior CA

Administers tasks, the calendar and document collection.

Article Assistants

Prepare returns and follow up on documents.

Billing Staff

Issue invoices and record receipts.

The Firm's Clients

Send documents by WhatsApp and use the client portal.

Security and Confidentiality

Control	Implementation
Firm data isolation	Database row-level security in three layers: firm, partner portfolio and staff assignment
Access control	Six roles enforced at API and database level, with TOTP two-factor authentication
Audit trail	Every write recorded in a hash-chained audit log, with a daily integrity check
Credential protection	Client portal credentials and messaging tokens encrypted with AES-256-GCM
AI confidentiality	Queries classified for personal data; retrieval data isolated per firm

Scope and Current Coverage

Returns are prepared, validated and approved in the platform and exported as portal-ready files, which the firm uploads to the government portal. Direct filing through licensed intermediaries is planned. Tally data is imported from exports, and a live connector is planned. Updates for Income-tax Act 2025 form numbers and terminology, online payment collection, e-invoicing for firms' own invoices, and consent management under the DPDP Act are in progress or planned.

Frequently Asked Questions

Does CA Practice OS file returns directly on government portals?

No. Returns are prepared, validated and approved in the platform and exported as portal-ready files for upload by the firm. Direct filing through licensed intermediaries is planned.

Which firm sizes is the product designed for?

The product is designed for firms with 2 to 15 staff serving 100 to 500 clients, particularly those with multi-level review and recurring GST and TDS work.

Is client data sent to external AI services?

No. Client data is handled by a locally hosted model. Cloud models are used only for queries without client data.

Does the platform work with Tally?

Yes. Tally exports can be imported, scored for data quality and reconciled with GSTR-2B. A live connector is planned.

Does the platform support ICAI peer review?

Multi-level approvals and a tamper-evident audit trail provide documented evidence of quality control that supports peer review. The firm remains responsible for its peer review.

Which return types are supported?

The platform supports GST, TDS, income tax, tax audit (Form 3CD), ROC tracking, payroll and professional tax, and Forms 15CA and 15CB.

Request a CA Practice OS Demonstration

Aevum Digital can demonstrate a monthly GST engagement, from WhatsApp document intake through cross-return validation and partner approval, using sample data.

Contact Aevum Digital

References

ICAI members, students and firms statistics as of 28 February 2025, published by TaxConcept. Source.
GSTN, Nine Years of GST, reported by A2Z Taxcorp, 2026. Source.
Income Tax Department, reported by IANS, 15 September 2025. Source.
Central Board of Direct Taxes, press release on the Income-tax Act 2025 coming into force, 2026. Source.
StudyCafe, ICAI peer review deadline for Phase IV firms, 2026. Source.

CA Practice OS supports the work of qualified professionals. Responsibility for returns and filings remains with the firm. Regulatory information on this page was last reviewed on 1 November 2026 and is provided for general information.