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CA Client Management Software — Every Client. Every Deadline. One Dashboard.

TaxZeo gives CA firms a 360° client management system — contact details, GST/PAN/GSTIN, compliance history, document vault, billing records, and task history — all in one place.

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500+ CA firms · No credit card required · Indian data servers

Everything You Need to Know About Every Client

One client profile replaces scattered spreadsheets, sticky notes, and WhatsApp threads.

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Client Master

Store GSTIN, PAN, DSC expiry, registered address, and contact details in a single, searchable client record.

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Compliance Health Score

Per-client score calculated from pending filings, overdue items, and historical compliance rate. Spot at-risk clients instantly.

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Document Vault

Year-on-year filing archive — tax returns, GST workings, Form 16, audit reports — organised and searchable.

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Billing History

All invoices, payments received, and outstanding dues linked to each client. No revenue leakage.

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Task History

Full audit trail — who did what, when, and on which client file. Essential for review and accountability.

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Client Portal

Self-service portal for secure document uploads. Clients see their own compliance status without calling your office.

Replace WhatsApp with a Proper Client System

Most CA firms run client management on WhatsApp and Excel. Here is what changes when you switch to TaxZeo.

Before TaxZeoAfter TaxZeo
✗Documents via WhatsApp✓Secure portal upload with auto-notification
✗Status calls every Friday✓Real-time status visible in client portal
✗Spreadsheet of client contacts✓Searchable CRM with GSTIN, PAN, DSC expiry
✗Forgot to renew DSC?✓Automated DSC expiry alert 30 days before
✗Revenue leakage✓Billing linked to services, no work goes unbilled

Frequently Asked Questions

Common questions about CA client management software and TaxZeo.

What is CA client management software?▾
CA client management software is a CRM specifically designed for Indian Chartered Accountant firms. It stores client master data (PAN, GSTIN, DSC, contact details), tracks compliance history, manages documents, and records billing — all accessible by the entire CA team from any device.
Does TaxZeo track DSC expiry dates?▾
Yes. TaxZeo stores each client's Digital Signature Certificate (DSC) expiry date and sends automated alerts 30 days before expiry, so CA staff can arrange renewal in time.
Can clients upload documents directly to TaxZeo?▾
Yes. Every client gets a self-service portal where they can upload documents (bank statements, invoices, Form 16, TDS certificates) securely. CA staff are notified automatically.
Does TaxZeo have a client compliance health score?▾
Yes. TaxZeo calculates a compliance health score for each client based on pending filings, overdue items, and historical compliance rate. This helps CA firms identify at-risk clients quickly.
Can TaxZeo send WhatsApp reminders to clients?▾
Yes. TaxZeo integrates with WhatsApp Business API to send automated document request reminders, due date alerts, and filing confirmations to clients — replacing manual WhatsApp messages.

Explore More TaxZeo Features

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Give Every Client the Attention They Deserve

Join 500+ CA firms using TaxZeo to manage clients, compliance, and billing from one dashboard. No credit card required.

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