CA Firm Software Built Around Client Filings and Billing
CA firms juggle dozens of clients, each with its own GST, TDS, ROC and income tax filing deadlines, document checklists and billing basis. TCB Infotech builds ERP integration, custom software and AI around that reality, so filing status, staff assignments and time-based billing sit in one system instead of scattered registers and spreadsheets.
50+ ERP and software projects. Zero failed projects since 2021.
A CA firm's real workload is many clients, not one project
Filing registers, WhatsApp reminders and spreadsheet billing sheets do not scale once a firm crosses a few dozen active clients.
Every client's filing status in one place
A CA firm's real workload is dozens of clients each on a different filing cycle: monthly GST, quarterly TDS, annual ROC and income tax returns, each needing its own document checklist. TCB Infotech builds a client-wise filing tracker so your team sees what is filed, pending or overdue at a glance instead of checking separate registers.
- Client-wise deadlines and document checklists in one view.
- Status updates as documents are collected and filings submitted.
- Connects to your existing ERP or practice management system.
Deadlines, documents and billing connected, not separate
ERP integration keeps client and ledger data current, a piece of custom software tracks filing-specific checklists and staff assignment that a generic accounting module does not cover, and AI flags upcoming deadlines and missing documents before they become overdue filings.
- Deadline reminders before a filing is due.
- Missing-document flags pulled from your checklist.
- Time-based billing tied to the same client record.
From Your Current Filing Process to a Running System
Everything a CA firm needs tracked, in one system
Client & Filing Deadline Tracking
Every client's filing due dates, in one calendar instead of separate registers.
Document Collection & Checklist Management
A checklist per filing type, so missing documents are flagged before a deadline.
Time & Billing Tracking
Hours logged against each client and task, so invoices match the work actually done.
Compliance Calendar Management
GST, TDS, ROC and income tax cycles tracked on one shared compliance calendar.
Staff & Task Assignment
Filings assigned to staff by client and deadline, with progress visible to partners.
Client Communication Records
Document requests and client replies logged against the relevant filing, not lost in email.
What This Changes for a CA Firm
Why CA Firms Run Their Systems Through TCB Infotech
CA Firms, Answered
What does TCB Infotech do for CA firms?
Does this replace our existing accounting or practice management system?
How does billing work across many clients with different scopes?
How long does a typical engagement take?
What support do we get after go-live?
Can ERP, custom software and AI be combined into one engagement for our firm?
Get Filing and Billing Software Built for Your CA Firm
Every CA firm tracks clients and deadlines a little differently. Book a free consultation, tell us how filings, documents and billing move through your firm today, and we will scope the ERP, software or AI that actually fits.
Book a Free Consultation →No commitment. See a scope before you decide.
How CA Firm Software Works
From mapping your filing calendar to a system your team uses every day. Here is how we track clients, deadlines, documents and billing for a CA firm.
Deadlines, documents and billing, tracked in that order
A compliance calendar built around your clients
Every client's GST, TDS, ROC and income tax due dates sit on one shared calendar instead of separate diaries per staff member, so nothing slips because one person was out that week.
- Client-wise filing due dates on one calendar.
- Reminders as a deadline approaches.
- Overdue filings flagged automatically.
Checklist-driven document collection per filing
Each filing type carries its own document checklist, so your team and the client both see exactly what is still missing instead of chasing documents one email at a time.
- A checklist per filing type.
- Missing-document status visible to staff and client.
- Documents linked to the specific filing they support.
Time logged by client, task and filing type
Staff log hours against the specific client and filing they worked on, so invoices reflect actual effort across audits, filings and advisory work rather than a flat monthly retainer.
- Hours logged per client and task.
- Billing basis set per client, retainer or hourly.
- Invoices traceable back to logged work.
Everything included in the engagement
Client & Filing Deadline Tracking
Every client's due dates on one calendar, with reminders before each deadline and flags on anything overdue.
Document Collection & Checklist Management
A checklist per filing type, shared with the client, so missing documents are visible before they delay a filing.
Time & Billing Tracking
Hours logged per client and task, with billing rules set per client so invoices match agreed terms.
Compliance Calendar Management
GST, TDS, ROC and income tax cycles rolled into one compliance calendar across every client.
Staff & Task Assignment
Filings assigned to specific staff with workload visible to partners across the whole client base.
Client Communication Records
Document requests and client replies logged against the relevant filing instead of scattered across email threads.