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Compliance Template

CA Practice
Manager CRM

The billing and task-tracking calendar built specifically for Indian Chartered Accountants, tax agencies, and auditors.

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SartthiCRM CA Practice Compliance Calendar Workspace
Step 01

Practice Dashboard

A complete command center for your firm. Track revenue, unpaid fees, team attendance, and pending ITR approvals in real time.

Real-Time Metrics: Revenue & fee collection tracking.
Team Progress: Monitor manager and executive workload.
Step 02

Client Management

Organize every client's profile, contact details, registration information, and public support portal links in one centralized database.

Categorized Client Directory: Filter by ITR, Audit, GST & Custom.
1-Click Proposals: Generate client proposals directly.
Step 03

Compliance Calendar

Never miss statutory due dates. Visual month view with color-coded indicators for ITR, GST, Audit, and expected completion dates.

Statutory Deadline Mapping: Automated GST & ITR date tracking.
Overdue Alerts: Automatic highlighting for urgent returns.
Step 04

ITR Dashboard

Single command center for all assessees across Assessment Years. Track workflow stages from 'Not Started' to 'Billed' and 'E-Verified'.

Assessee Work Queue: Assignee and stage breakdown.
AY Filter Options: Switch seamlessly between Assessment Years.
Step 05

Task Pipeline

Visual Kanban boards for firm operations. Move cases seamlessly across To Do, In Progress, In Review, Reraised, and Done columns.

Kanban Workflows: Stage-by-stage task progress.
Priority Badges: High, Critical, and Medium priority labels.
Step 06

Team Performance

Monitor firm hierarchy across Owners, Managers, and Executives with live completion rates and overdue tracking.

Org Hierarchy View: Owner, Manager & Executive breakdown.
Efficiency Metrics: Turnaround times & completion percentage.
Step 07

Granular Permissions

Protect sensitive client financial data with granular role-based permissions for billing, payments, and editing access.

Role Controls: Restrict fee visibility to assigned staff.
Audit Trail Security: Control who can edit client records.
Step 08

Customer Relations

Never miss a client's special occasion. Track upcoming birthdays, anniversaries, and festivals, and log calls in one click.

Event Reminders: Birthdays and anniversaries dashboard.
Quick Actions: 1-click email and phone call logging.
Step 09

Email Communications

Automated communication on autopilot. Pre-designed templates for payment reminders, ITR filing notices, and service onboarding.

Automated Triggers: Background delivery based on due dates.
Customizable Templates: Edit subjects, branding, and body content.
Platform Tools

Engineered For Auditors

Compliance Calendar
Automated updates mapping client return deadlines, filing statuses, and submission metrics.
Document Vaults
Store audit letters, business credentials, and reports in secure, per-client directories.
WhatsApp Reports
Deliver payment warnings, send documents, and notify clients of deadlines automatically.
Task Allocations
Organize sub-tasks, assign partners, set reminders, and log time inputs.
Tailored Operating Flow

Tailored Operating Flow

01
Sole Practitioners
Track return deadlines, manage client bills, keep filing data cataloged.
02
Mid-Sized Firms
Assign tasks to articles, audit timesheets, secure customer database files.
03
Tax Advisory Hubs
Automate WhatsApp submission follow-ups, scale client data pipelines smoothly.
Flexible Pricing

Transparent Plans

Sartthi Cloud Host
₹1,999 / Month
  • Up to 10 CA members
  • Basic alerts
  • Secure cloud drive
  • Standard backup
Start Cloud Trial
Enterprise Private VM
₹5,499 / Month
  • Unlimited CA members
  • Custom sender ID templates
  • Dedicated private document server
  • Priority database backup logs
Deploy Enterprise
FAQ

Frequently Asked Questions

Yes — the Compliance Calendar maps client return deadlines and filing statuses, covering GST/ITR-style submission tracking.
Yes — Document Vaults use per-client directories with role-based access; the Enterprise plan adds a dedicated private document server.