Professional Services Platform
The integrated CRM suite for CAs, Lawyers, and Consultants professionals to manage growth at scale.
- CA
- Lawyers
- Consultants
- Professional Firms
- Ongoing68
- Completed32
- In Review19
- On Hold9
AI Service Assignment Agent
Automatically assigns services, tasks, and client engagements to the most suitable employee using AI-driven workload analysis and performance intelligence.
How it works:
The AI Agent evaluates multiple factors before assigning work, including:
Employee TAT (Turnaround Time)
Success & completion rate
Current workload capacity
Skill specialization
Department expertise
Client priority & SLA
Historical performance metrics
Queuing services, tasks & engagements for assignment…
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
| GID | Client Name | Service | Status |
|---|---|---|---|
| 17549223 | Vertex Tools Pvt Ltd | GSTR-3B | Ongoing |
| 17605880 | Silverline Retail LLP | ROC compliance | On Hold |
| 18003775 | Lakshmanan & Co | ITR filing | Completed |
Core CRM Features
Leads
Free 5-User Business License
First 5 business licenses for LEDGERS Accounting Software — free.
10% off every additional accounting license beyond the first five.
LEDGERS
Accounting
Provisioning business licenses…
Cloud 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.
Leads
Everything You Need to Know
Answers, insights, and step-by-step guidance for LEDGERS PRO Partners
Frequently Asked Questions
Common questions about the LEDGERS PRO partnership and platform