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CA Practice ERP Live · in daily use

Practice management for chartered accountants

The system a CA firm runs its own practice on — proposal to engagement, tasks from templates, timesheet, invoice and reminders, with Indian statutory compliance tracked — now offered to other practices.

CA & CS practices Managed by KIT Custom quote, not a plan
CA Practice ERP
  • About 1,000 real clients in daily use
  • Multi-tenant — a second firm already live
  • A native WhatsApp Business inbox
  • Nightly database backups
What it does today

Every line names a screen that exists

Who it is for: Chartered-accountant practices: partners, managers and staff; each firm its own tenant.

Proposal → engagement → tasks

Proposals with service line items convert to engagements; tasks generated from templates with checklists, assignment, filing state and release date.

Compliance registers

GST, TDS, ITR, ROC, PT, LLP and UDIN registers with derived status; per-return due dates and filing states.

Timesheet to invoice

Task-linked time, GST-compliant invoicing with FY-sequential numbers, payments, PDF; rule-based client reminders.

WhatsApp inside the practice

A real-time inbox on the native WhatsApp Business Platform, templates, automation rules, campaigns, voice notes and documents; leads land from conversations.

Schedule III statements

Balance sheet, P&L and notes to accounts generated from the books.

Team day

Scheduling, a visitor register, report formats with a preparation workflow, and a practice AOP (service-wise billing, collection, realisation against targets).

The problem it removes

Why businesses come to CA Practice ERP

Client records in folders

Every partner keeps their own list; the firm has none.

Filing season in spreadsheets

GST, TDS and ITR tracked by hand, status asked for on the phone.

Collections after the fact

Fees billed, then chased from memory.

How we deliver

Specified, built, verified, gated, operated

Every KIT system ships through the same operating discipline.

01Specify

Every build starts as written acceptance criteria you can read, not a guess. Wrong assumptions die before code exists.

02Build

AI-first engineering against proven patterns from every system we have shipped. Every change is a reviewed pull request traceable to a person.

03Verify

We exercise every function ourselves, including the failure cases, before you ever see it. You review a working thing.

04Gate

Nothing reaches production on its own. A human runs every release after pre-flight checks on the target server.

05Operate

Monitoring, auto-restart, offsite backups with tested restores, and a documented rollback path for every system.

Get a quote

Tell us about your ca & cs practices business

A few quick questions so the quote fits your size, then how to reach you. We reply within one business day; no card, no obligation.

  • Priced per business, on your numbers
  • A walkthrough on a call or WhatsApp
  • Hosting, updates and recovery run by KIT

Quote for CA Practice ERP

Answers stay with your enquiry so the first call is about your business, not ours.

1 About your business
2 How to reach you
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