CA & Accounting Firm Management Software

CA Firm Software โ€” Client Files, Deadlines & Billing in One Place

Manage client engagements, ITR/GST compliance deadlines, document vault, billing by retainer or hours โ€” without missed deadlines and scattered registers.

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Trusted by CA firms and accounting practices across India

The challenges we solve

Compliance Deadlines Missed

ITR, GST, TDS, ROC deadlines for dozens of clients โ€” no centralised tracker means some filings get missed, attracting penalties.

Client Document Chaos

Client documents shared over WhatsApp and email, stored in unorganised folders โ€” finding a specific document wastes hours.

Billing Not Linked to Work

Billing clients for professional fees with no link to work done โ€” under-billing for effort, disputes over invoices.

Compliance Deadline Calendar

All client compliance tasks on a single calendar โ€” ITR, GST, TDS, ROC. Reminders fire automatically. Never miss a due date again.

Client Document Vault

Upload and organise all client documents โ€” returns filed, certificates, agreements. Accessible in seconds, securely stored.

Professional Fee Billing

Bill by retainer, per-return, or hourly. GoClixy links billing to client work done. Detailed invoices with GST (SAC 9982).

Everything you need to run your ca & accounting firm

Client File Management

All clients, engagements, and contact details

Compliance Deadline Tracker

ITR, GST, TDS, ROC โ€” alerts before due dates

Document Vault

Upload returns filed, certificates, agreements

Professional Fee Billing

Retainer, per-return, or hourly โ€” GST invoice

Payment & Outstanding Tracking

Fees invoiced, collected, pending โ€” per client

Work Status Reports

Pending vs completed work, deadline summary

Staff & Payroll

CA, article, and support staff attendance and salary

Role-Based Access

Partner, article, client โ€” separate access levels

WhatsApp Deadline Alerts

Alert team and clients before compliance due dates

Up and running in minutes

1

Sign Up Free

Enter your firm name and city. Account ready in 30 seconds.

2

Add Clients

Register clients with their compliance profile โ€” ITR, GST, TDS, ROC requirements.

3

Track & Bill

Manage deadlines, upload filed documents, and generate professional fee invoices.

โ€œWe have 180 clients and were missing GST deadlines occasionally. GoClixy's compliance calendar eliminated that completely. Client billing is now linked to actual work โ€” disputes dropped to zero.โ€

CA Pradeep Sharma

Partner ยท Sharma & Associates

New Delhi

CA & Accounting Firm software โ€” questions answered

Ready to run your business smarter?

Join thousands of businesses already using GoClixy. Start free โ€” no credit card required.