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Practice Suite

CA Practice Management Suite

India’s AI-smart CA Practice management platform. Now you can easily manage your tasks, calendar, billing, communications, reports, and audit management for multiple clients in one place.

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Features

What you get

From filings to billing- run your firm efficiently through one software.

Tasks and SLAs

Manage your client-wise workload, rule escalations, due buckets, and team tasks for your whole team.

Calendar

Track hearings, deadlines, limitations, and internal meetings in one centralized calendar stress-free.

Billing

Handle billings, retainers, collections, and reports linked to pending and completed cases/tasks.

Ease of Communication

Monitor queries, document requests, questionnaires, approvals, and reminders in one place.

Reports

Generate client reports (PDF/Excel) and share them through the portal or email.

Audit

No need to pull out individual files anymore- get access to the full log of actions, versions, and data sync events.

Workflow

How Your CA Practice Runs on TaxEye

1
Plan Your Work

Create tasks via clients/cases and SLAs.

2
Execution

Assign the tasks and track the progress.

3
Co-Work

Take the client’s questions, document requests & approvals.

4
Billing and Invoicing

Generate invoices for case closures and hourly retainers.

5
Review

Rundown of all the reports for partner risk assessment/review.

Screens

A Glimpse of our CA Practice Management Platform

Client 360

Manage client records, compliance activity, filings, notices, and assignments.

Task Manager

Create, assign, link, and track client tasks easily from anywhere, anytime.

Billings and Invoices

Manage retainers, invoices, payments, collections, and client billing details.

Document and Evidence Vault

Access client filings, receipts, intimations, orders, and supporting documents.

Client Portal

Take a look at the client profile, filings, notices, demands, and tax credits.

Practice Analytics

Review matter history, key dates, AI actions, cost & time, communication thread, etc.

Notice Case Detail

Timeline, evidence, tasks, drafts — all in one screen

Draft Wizard + AI Editor

Template selection, fact input, AI draft, annexures

Appellate Tracking

Forum-wise dashboard with hearing dates and outcomes

Demands & Refunds

Demand status, 245 adjustments, refund tracking

FAQ

Frequently Asked Questions on CA Practice Management Suite

Yes, once you assign a task to a specific case or notice. It directly gets linked with case IDs, draft versions, annexures, and evidence documents. For example, a draft reply to notice 143 (1) will link to the notice record and draft workspace.

You can configure rules as per your own convenience, for example, you can raise an escalation to a partner if a task is outstanding for 2 days. The automated reminder goes to the team members, and your partner is also notified at the same time.

Yes, you can integrate individual invoices to cases and tasks by setting up retainers, milestones, and hourly billings per client. Debtor schedules and ageing reports show outstanding amounts.

Absolutely, your clients can upload documents, respond to your queries, and approve the drafts all from the portal; all the communication and interactions are logged with timestamps.

Of course, your partners can check on the team's workload through the dashboard- members, escalation status, and deadlines. As an admin, you decide who can view and edit records.

Is your CA Firm Growing While Your Systems are Still Manual?

Our TaxEye platform centralizes clients, tasks, billing, documents, teams, and reviews.

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