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CA Practice Management Software India — TaxZeo

The all-in-one practice management OS built exclusively for Indian CA firms.

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

Every Indian CA Firm Faces These 5 Pain Points

You did not start your CA practice to spend half the day firefighting the same operational fires.

Missed compliance deadlines

GSTR-1, GSTR-3B, TDS, ITR — scattered due dates across dozens of clients with no centralised calendar.

Client documents on WhatsApp at 11 pm

Bank statements, Form 16, and invoices arrive via personal chats with no structure or searchability.

3 hours/day on status calls

Staff spend their mornings chasing clients for updates that a client portal could surface instantly.

Revenue leakage from unbilled work

Out-of-scope tasks slip through without timesheets or task logs, leaving billable hours unrecovered.

Zero visibility into team workload

No dashboard to see which team member is working on what — leading to bottlenecks and missed SLAs.

One Platform. Every Workflow.

TaxZeo replaces 6+ fragmented tools with a single compliance and practice management OS — built for Indian CA firms.

GST Compliance Tracking

Auto-status for all clients — GSTR-1, GSTR-3B, GSTR-9, GSTR-9C, GSTR-2B reconciliation at a glance.

AI Document Parser

Upload bank statements, Form 16, or invoices and let AI extract structured data — no manual keying.

Tally Direct Push

Push vouchers, invoices, and journals to Tally ERP 9 or Tally Prime via HTTP connector. Zero manual entry.

GST Portal Auto-Pull

Pull live GSTN filing status via OTP-based GSP integration — no manual login to the GST portal.

Client Portal

A branded document vault and status tracker for your clients — reduce inbound WhatsApp messages by 80%.

AI Chatbot Website

Get a multilingual AI chatbot on your CA firm website for 24/7 lead capture and FAQ responses.

CRM & Lead Management

Sync leads from Meta (Facebook/Instagram) forms and WhatsApp into a unified pipeline.

Invoicing & Quotations

GST-compliant invoices and professional quotations — generate and email in under 60 seconds.

Why CA Firms Choose TaxZeo

40%

reduction in compliance follow-up time

Automated reminders replace manual status calls.

350+

clients managed by a single firm on TaxZeo

One dashboard. All clients. Zero chaos.

15 hrs

saved per week on document collection

Client portal + AI parser do the heavy lifting.

Frequently Asked Questions

Everything you need to know about CA practice management software and TaxZeo.

What is CA practice management software?▾
CA practice management software is a digital platform that helps Indian Chartered Accountant firms manage their entire workflow in one place — including compliance tracking (GST, TDS, ITR, ROC), client management, document storage, billing, and team task assignment. It replaces fragmented tools like Excel sheets, WhatsApp, and email attachments.
What features should CA practice management software have?▾
Essential features include: GST compliance calendar (GSTR-1, GSTR-3B, GSTR-9), TDS tracking, ITR and ROC status tracking, client portal for document uploads, invoicing, team task management, and direct Tally integration. Advanced platforms like TaxZeo also include AI document parsing, GST portal auto-pull, and an AI chatbot for the CA firm's website.
How is TaxZeo different from Jamku or QwikCA?▾
TaxZeo offers features that Jamku and QwikCA do not — including AI document parsing (bank statements, Form 16, invoices), GST portal auto-pull via GSTN API, a Tally Direct Connector, an AI-powered CA website builder with multilingual chatbot, and CRM with Meta Leads integration. TaxZeo is an end-to-end platform, not just a compliance tracker.
Is TaxZeo suitable for a solo CA practitioner?▾
Yes. TaxZeo is priced per firm, not per user, so a solo CA gets the same features as a 50-member firm. The AI document parser and automation features save the most time for a solo practitioner who handles everything themselves.
Does TaxZeo integrate with Tally ERP 9 and Tally Prime?▾
Yes. TaxZeo's Tally Connector pushes vouchers, invoices, and journal entries directly to Tally ERP 9 or Tally Prime via Tally's HTTP port (9000). A lightweight script runs on the same PC as Tally — no server, no firewall changes.
Does TaxZeo support GST portal auto-pull?▾
Yes. TaxZeo connects to the GST portal via a registered GSP (GST Suvidha Provider). Trigger an OTP on the client's registered mobile, and TaxZeo pulls GSTR filing status, ARN, and filing dates automatically — no manual login required.
Is there a free trial for TaxZeo?▾
Yes. TaxZeo offers a free trial with full feature access. No credit card required. Sign up at ca.zeohq.com.

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