One platform. Every professional services workflow.
One workspace for CRM, proposals, engagement letters, client books, tasks, timesheets, invoicing, and the India compliance calendar — for Indian and global CA / CPA firms.
CA / CPA & Tax PracticesLegal FirmsManagement ConsultingFinancial AdvisoryCompany Secretaries
Starter
For solo practitioners & boutique firms taking the leap from spreadsheets.
₹249/ user / mo
₹2,490/mo for 10 users • ₹29,900 billed yearly
Up to 10 users
- ✓CRM pipeline (8 stages, lead scoring)
- ✓Proposal writer + PDF export
- ✓Engagement letter generator
- ✓Client management + DSC tracking
- ✓Tasks, sub-tasks, dependencies
- ✓Projects (Kanban + budgets)
- ✓Weekly timesheet (auto-save)
- ✓Compliance calendar (20+ India deadlines)
- ✓Invoices + credit/debit notes
- ✓10 GB document storage
- ✓Email support (24h response)
Most Popular
Growth
For growing practices, 10–20 partners + staff working across multiple engagements.
₹207/ user / mo
₹4,140/mo for 20 users • ₹49,800 billed yearly
Up to 20 users
- ✓Everything in Starter, plus:
- ✓Firm-type engagement letter templates
- ✓Client acceptance via secure link
- ✓SOP-driven proposal line items
- ✓50 GB document storage
- ✓Recurring invoices + payment tracking
- ✓Public project share via link
- ✓Email accounts + send-from inbox
- ✓Compensation & role-label setup
- ✓Priority chat support (8h response)
- ✓99.9% uptime SLA
Professional
For mid-size firms, 20–50 staff, multiple offices, or multiple service lines.
₹166/ user / mo
₹8,290/mo for 50 users • ₹99,500 billed yearly
Up to 50 users
- ✓Everything in Growth, plus:
- ✓200 GB document storage
- ✓Access profiles (granular permissions)
- ✓Multi-tenant isolation per workspace
- ✓Single-session enforcement
- ✓Encrypted credential vault (DSC + portal logins)
- ✓Shared Customer Success Manager
- ✓1:1 onboarding (4 weeks)
- ✓Phone support (4h response)
Best Value
Enterprise
For large firms, networks, group consolidations & firms with 50+ professionals.
₹125/ user / mo
From ₹15,000/mo • custom annual contract
50+ users (custom quote)
- ✓Everything in Professional, plus:
- ✓Unlimited document storage
- ✓Custom roles & approval matrices
- ✓Dedicated CSM + 24/7 priority support
- ✓99.95% uptime SLA with credits
- ✓Custom implementation (8–12 wks)
- ✓Custom DPA + SOC 2 / ISO audit reports
- ✓Quarterly business reviews
- ✓India data residency guarantees
For CA / CPA & Tax Practices
CRM pipeline, proposal writer + engagement letters with one-click client acceptance, client books with DSC tracking, engagement tasks & projects, weekly timesheets, GST-compliant invoicing, and the India compliance calendar (GST / ITR / TDS / ROC / audit) — replaces Excel, KDK, Drive, ClickUp, Word/Drive engagement letters and basic CRM.
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.
Compare plans
All plans include unlimited clients, lifetime free updates, and India data residency.
| Feature | Starter | Growth | Professional | Enterprise |
|---|---|---|---|---|
| CRM & client management | ||||
| 8-stage CRM pipeline | ✓ | ✓ | ✓ | ✓ |
| Lead scoring + source attribution | ✓ | ✓ | ✓ | ✓ |
| Stage-transition approvals | — | ✓ | ✓ | ✓ |
| Client groups (related entities) | ✓ | ✓ | ✓ | ✓ |
| DSC certificate tracking | ✓ | ✓ | ✓ | ✓ |
| Encrypted credential vault | ✓ | ✓ | ✓ | ✓ |
| Onboarding checklists | ✓ | ✓ | ✓ | ✓ |
| Proposals & engagement letters | ||||
| Proposal builder + PDF export | ✓ | ✓ | ✓ | ✓ |
| Email proposals from your domain | ✓ | ✓ | ✓ | ✓ |
| Firm-wide proposal template seeding | ✓ | ✓ | ✓ | ✓ |
| SOP-driven proposal line items | — | ✓ | ✓ | ✓ |
| Auto-expire proposals (cron) | ✓ | ✓ | ✓ | ✓ |
| Convert accepted proposal → client | ✓ | ✓ | ✓ | ✓ |
| Engagement letter generator | ✓ | ✓ | ✓ | ✓ |
| Firm-type templates (CA / CS / CPA / Law) | — | ✓ | ✓ | ✓ |
| Client acceptance via secure link | — | ✓ | ✓ | ✓ |
| Acceptance audit trail (IP / UA / time) | — | ✓ | ✓ | ✓ |
| DocuSign / Adobe Sign envelopes | — | — | Roadmap | Roadmap |
| Tasks, projects & time | ||||
| Tasks with sub-steps | ✓ | ✓ | ✓ | ✓ |
| Task dependencies | — | ✓ | ✓ | ✓ |
| Kanban projects + budgets | ✓ | ✓ | ✓ | ✓ |
| Public read-only project share link | — | ✓ | ✓ | ✓ |
| Weekly timesheet grid (auto-save) | ✓ | ✓ | ✓ | ✓ |
| Lock timesheet on completed tasks | ✓ | ✓ | ✓ | ✓ |
| Invoicing & billing | ||||
| GST-compliant invoices | ✓ | ✓ | ✓ | ✓ |
| Credit & debit notes | ✓ | ✓ | ✓ | ✓ |
| Recurring invoices | — | ✓ | ✓ | ✓ |
| Payment tracking + outstanding reports | ✓ | ✓ | ✓ | ✓ |
| Compliance, documents & comms | ||||
| India compliance calendar (20+ deadlines) | ✓ | ✓ | ✓ | ✓ |
| Bulk compliance task creation | ✓ | ✓ | ✓ | ✓ |
| Document storage | 10 GB | 50 GB | 200 GB | Unlimited |
| Tagged DMS (client + task) | ✓ | ✓ | ✓ | ✓ |
| Email log + activity timeline | ✓ | ✓ | ✓ | ✓ |
| Email accounts (send from your domain) | — | ✓ | ✓ | ✓ |
| SOP templates + services catalog | — | ✓ | ✓ | ✓ |
| Team, security & residency | ||||
| Standard roles (partner / mgr / sr / jr / intern) | ✓ | ✓ | ✓ | ✓ |
| Compensation + custom role labels | — | ✓ | ✓ | ✓ |
| Access profiles (granular perms) | — | — | ✓ | ✓ |
| Multi-tenant isolation per workspace | ✓ | ✓ | ✓ | ✓ |
| Single-session enforcement | ✓ | ✓ | ✓ | ✓ |
| India data residency (AWS Mumbai) | ✓ | ✓ | ✓ | ✓ |
| SOC 2 / ISO 27001 reports | — | — | On request | Included |
| Support & onboarding | ||||
| Onboarding | Self-serve + KB | Group webinar | 1:1 (4 wk) | Custom (8–12 wk) |
| Support response time | 24h | 8h | 4h | 1h priority |
| Dedicated CSM | — | — | Shared | Dedicated |
| SLA | 99.5% | 99.9% | 99.9% | 99.95% + credits |
🛡 SOC 2 Type 1 (in progress)🛡 ISO 27001 ready🛡 DPDP Act 2023 compliant🛡 GDPR ready🛡 AWS Mumbai (ap-south-1)🛡 14-day free trial — no card
Frequently asked questions
Can I change plans later?+
Yes. Upgrade any time — the difference is prorated to the day. Downgrades take effect at the next billing cycle. No lock-in, no exit penalty.
What happens after the 14-day free trial?+
You'll be prompted to pick a paid plan. If you don't, your data stays safe in read-only mode for 30 days while you decide. We never charge automatically — you'll always have to confirm payment.
Is there a money-back guarantee?+
Yes. 30-day money-back guarantee on all paid plans. Email support@firmeflow.com within the first 30 days for a full refund — no questions asked.
Do you provide a GST tax invoice?+
Yes. Every payment generates a GST-compliant tax invoice within 24 hours, emailed automatically and visible in your billing portal. We auto-generate e-invoices via the IRP portal for firms with > ₹5 cr ARR.
How do you compare to CACloudDesk and KDK Spectrum?+
FirmEFlow is roughly 2× the entry price of CACloudDesk and ~30% above KDK Spectrum, but covers a broader scope — CRM, proposals, engagement letters with client acceptance, client management, tasks & projects, timesheets, invoicing, documents and the India compliance calendar — in one platform. We're also 65–75% cheaper than global tools like Karbon or TaxDome for the same core practice management surface.
Can I draft proposals and engagement letters inside FirmEFlow?+
Yes. Draft proposals with prospect details, scope, line items (with frequency: one-time / monthly / quarterly / retainer), fees and terms — pre-filled from your firm's default template. Email to the prospect as styled HTML. When accepted, generate the engagement letter from a firm-type template (CA, CS, CPA, Tax, Law, Consulting) and issue a one-click secure acceptance link — the client opens it without an account, reviews and clicks accept. We record IP, user-agent and timestamp for the audit trail. Full DocuSign / Adobe Sign envelope signing is on the roadmap.
Is FirmEFlow only for CAs / CPAs, or can lawyers and consultants use it too?+
FirmEFlow is built for the full spectrum of professional services — CA / CPA / tax practices, legal firms, management consulting, financial advisory (RIA / IFA / Wealth), and company secretaries — across India, the US, and beyond. Each discipline gets pre-built workflows, document templates, and compliance calendars relevant to its jurisdiction.
What payment methods do you accept?+
India: UPI, credit/debit cards, netbanking, all major wallets, EMI, and Pay Later — all via Razorpay. Global: card payments via Stripe. We support both monthly and annual billing in INR and USD.
Where is my data stored? Is it secure?+
India customers: AWS Mumbai (ap-south-1) with India data residency. Global: AWS US-East. AES-256 encryption at rest, TLS 1.3 in transit, daily backups, 30-day point-in-time recovery, role-based access control.
Can I migrate my data from another tool?+
Yes. We migrate from CACloudDesk, KDK Spectrum, CompuTax, Tally, Excel, Drake, Karbon, TaxDome, and most legal/consulting tools — free for Growth plan and above. Typical timeline: 5–10 business days.
Do you support multi-partner / multi-entity firms?+
Yes. The Professional plan and above include multi-entity, multi-office, and partner-level billing splits. Enterprise customers get full consolidation, custom partnership accounting, and configurable approval matrices.
Run your entire practice on one platform.
14-day free trial. No credit card. Cancel any time.
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