CRM Built for CAs
Manage clients, filings, deadlines, and team workflows on a single platform-designed specifically for CAs to streamline compliance and scale their practice.
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Centralised client management All client data, documents, and engagement history in one secure dashboard.
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Automated compliance reminders Never miss GST, IT, or ROC deadlines with smart reminders and status tracking.
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Team workflow management Assign tasks, track progress, and manage workloads across your CA team.
Get a Personalized Demo
See how LEDGERS CRM helps CA firms save time, reduce errors, and grow efficiently.
Who Should Use CRM-CA?
Designed for every stage of a 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.
Core Features of CRM-CA
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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.
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Service Catalog Management
Create structured service catalogs with clear pricing, variants, and deliverables. Ensure consistent service presentation and transparent communication with clients.
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Quotes & Proposal Management
Generate professional proposals directly from your service catalog. Share quotes with clients and track proposal status in real time.
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Integrated Payment Management
Enable smooth and secure online payments by integrating your payment gateway with the CRM. Clients can pay directly from proposals, while all payment updates are reflected automatically for complete financial visibility.
Essential Tools for Modern CA Practices
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.
How CRM-CA Helps Your Practice Grow
Purpose-built CRM workflows that simplify compliance, improve efficiency, and help CA firms scale with confidence.
Centralise Clients & Tasks
All client data, services, and deadlines in one place.
Automate Follow-ups
Schedule automated follow-ups to ensure timely client communication and deadline tracking.
Track Team Performance
Know exactly who is working on what, in real time.
Your Data. Fully Protected.
Security standards that meet professional CA expectations.
Enterprise-Grade Security by Design
CRM-CA is built with security at its core to protect sensitive client records, filings, and financial data - not added later.
- Secure cloud infrastructure with continuous monitoring
- Client-wise data isolation & strict confidentiality
- Compliance-ready architecture for CA firms
Trusted by growing Chartered Accountant practices across India.
Role-Based Access Control
Granular permissions for partners, managers, staff, and interns.
Backups & Reliability
Automated backups and monitoring ensure zero data loss.