One platform for every workflow your firm runs.
CRM, proposals, engagement letters, client management, tasks, timesheets, invoicing, and the India compliance calendar — in one purpose-built workspace for Indian and global CA / CPA firms.
14-day free trial • No credit card required • Regional data residency (India & US)
Your firm runs on Tally, Excel, KDK, Drive, WhatsApp, and three browser tabs.
Each tool stores client data separately. Partners reconcile by email. Compliance deadlines slip. New staff take months to ramp. And no single screen shows you which engagement is actually profitable.
tools the average CA / CPA firm juggles daily
lost per partner reconciling data across tools
of that work is billable to your clients
Everything your firm needs, on one screen.
FirmEFlow is a single, multi-tenant platform that handles the full lifecycle of a professional services engagement — from the first lead in the pipeline to the final paid invoice.
CRM pipeline
8-stage pipeline (lead → contacted → proposal → negotiation → converted → onboarding → active → churned) with lead scoring, source attribution, and approval workflows on stage transitions.
Proposals & engagement letters
Draft proposals with firm-template seeding and SOP-driven line items. Email to prospects, accept, then auto-generate the engagement letter — firm-type templates (CA, CS, CPA, Law) with one-click client acceptance via secure link.
Client management
Client groups, contacts, addresses, encrypted credential vault, DSC certificate tracking, and onboarding checklists — built around how CA firms actually run client books.
Tasks & projects
Tasks with sub-steps and dependencies. Kanban projects with budgets and progress. Shareable read-only project links for client visibility.
Timesheet & invoicing
Weekly time-entry grid that auto-saves per cell and locks completed tasks. Invoices, credit/debit notes, recurring invoices, payment tracking, outstanding reports.
India compliance calendar
20+ pre-loaded deadlines for GST, ITR, TDS, ROC, and audit. Bulk-generate tasks for clients filtered by entity type. Calendar view across the firm.
Pre-built workflows for every professional discipline.
For CA / CPA & Tax Practices
CRM pipeline, client books with DSC tracking, engagement tasks, weekly timesheets, GST-compliant invoicing, and the India compliance calendar (GST / ITR / TDS / ROC / audit). Replaces Excel, KDK, Drive, ClickUp, and basic CRM tools.
For Legal Firms
Matter management, billable-hour tracking, retainer billing, e-discovery DMS, and conflict-check workflows — built for litigation, IBC and corporate practice teams.
For Management Consulting
Engagement profitability, utilisation tracking, project staffing, deliverable workflows, and proposal-to-cash automation — ready for retainer and project-based models.
For Financial Advisory
Client onboarding (KYC/Aadhaar), risk-profile workflows, advisory fee billing, document vault, and SEBI-compliant audit trails — purpose-built for India's RIA/IFA market.
Built in India. Built for India and the world.
65–75% lower cost than incumbent global platforms (TaxDome, Karbon, Canopy) with deeper India compliance than they will ever ship — and a richer feature-set than Indian incumbents like CACloudDesk and KDK Spectrum. CA in India, CPA in the US, both on the same platform.
CRM most CA tools don't ship
8-stage pipeline, lead scoring, approval workflows on stage transitions. Indian incumbents skip CRM entirely; global tools tack it on. We built it in.
India data residency
Customer data lives in AWS Mumbai (ap-south-1). DPDP Act 2023 ready. Multi-tenant isolation per workspace + single-session enforcement out of the box.
One platform, not five
Replaces Excel + KDK / CACloudDesk + Drive + ClickUp + basic CRM. One login, one bill, one source of truth across the firm.
Run your entire practice on one platform.
Talk to our team about a guided demo, migration from your current tools, and a pilot program tailored to your firm size.