ManageFirm

ManageFirm is a compliance and accounting workspace built for Chartered Accountant (CA) and Company Secretary (CS) firms and their clients in India. Manage your entire practice — clients, tasks, documents, and billing — in one secure place. Designed for firms that handle GST, TDS, ITR, ROC, and audit work, ManageFirm keeps your team organised and your clients in the loop. WHAT YOU CAN DO - Dashboard: see active, pending, completed, and overdue work at a glance - Client management: onboard clients, track status, and keep records organised - Team management: add employees and assign work - Tasks: create one-off and recurring compliance tasks with deadlines - Documents: a structured workspace plus a secure client upload portal - Billing: create invoices, record payments, and track pending dues - Reports: monitor compliance, tasks, clients, and revenue - Notifications: stay updated on document requests and client activity FOR CLIENTS Clients get their own simple portal to view tasks, upload requested documents, and check invoices — making collaboration with your firm fast and paperless. SECURITY & PRIVACY Your data is encrypted in transit and protected with role-based access. You can permanently delete your account and data anytime from Settings. ManageFirm helps CA and CS firms save time, reduce manual follow-ups, and stay compliant.