CRM Built for CAs
Manage clients, filings, and team workflows on a single platform designed specifically to scale your professional practice.
Platform Capabilities
Essential Tools for Seamless Growth
Engagement Management
Manage client engagements from initiation to completion. Assign work to team members, track progress, and maintain clarity across all active services.
Role-Based Access Control
Define roles with specific permissions to maintain data security and operational control. Ensure users access only what is relevant to their responsibilities.
Marketplace
Get instant 10% discount on IndiaFilings services and track all purchased services directly within your CRM for complete visibility and streamlined client management.
Services
Versatile Solutions for
Every CA Practice
Solo Chartered Accountants
Manage clients, deadlines, and compliance without Excel or WhatsApp chaos.
CA Firms & Tax Consultants
Centralised dashboard for GST, IT, ROC, and audit workflows.
Compliance Service Providers
Handle high-volume recurring filings with automated reminders.
Growing Practices
Scale your practice without losing control or visibility.
Lead Automation
EvaluatingPowerful Integrated Modules
to Drive Efficiency
Lead Management
Capture and manage enquiries from multiple sources in one centralized system. Track lead status, assignments, follow-ups, and sources with complete visibility across your sales pipeline.
Service Catalog Management
Create structured service catalogs with clear pricing, variants, and deliverables. Ensure consistent service presentation and transparent communication with clients.
Quotes & Proposal Management
Generate professional proposals directly from your service catalog. Share quotes with clients and track proposal status in real time.
Lead Pipeline
Live SyncEverything You Need to Know
Answers, insights, and step-by-step guidance for Managing your CA Practice
Frequently Asked Questions
Common questions about managing your CA practice with LEDGERS CRM