Manual Data Entry Hell
Spend 20+ hours monthly typing invoices, bank statements, and receipts into Excel/Tally — error-prone and exhausting.
Private beta · 27 CAs already using it
The AI-Powered CA Practice Platform — Turn 20 Hours into 2 Hours.
Automate GST, TDS, Income Tax, Payroll, Reconciliation, and Compliance — all from one platform. 100% accurate math, AI-assisted document parsing, and a white-label client portal.
Join the waiting list — early adopters get 50% off for 12 months.
- Built by CAs for CAs
- 100% Accurate Calculations
- White-Label Ready
- Local-First Privacy
0+
Hours Saved Monthly
0 CAs
Already on the Beta
0%
Time Reduction
0+
Clients Managed
- Health Score82 / 100
- Outstanding₹1,24,500
- Next DeadlineGSTR-3B · 20th
The Problem CAs Face Every Day
Compliance Overload
GST, TDS, Income Tax, ROC — tracking 30+ deadlines across 100+ clients is a nightmare.
Client Communication Chaos
WhatsApp, email, calls — chasing clients for documents and updates wastes half your day.
We Built the Solution — CA Vault
AI Document Parser
Upload any document — PDF, photo, screenshot. AI extracts key numbers. Accurate calculations — no math errors.
All-in-One Compliance Hub
GST, TDS, Income Tax, Payroll, ROC, Audit, IBC — one platform for everything a CA does.
White-Label Client Portal
Give your clients a branded app — upload documents, track compliance, view reports. Your brand. Our tech.
“AI handles the reading. Accurate math handles the numbers. You handle the client.”
Stop losing 20 hours a month to manual data entry.
One Platform. Everything a CA Needs.
17 modules. 50+ features. Zero math errors.
Module 1
Practice Management
- Client Onboarding & KYC/AML — register, verify, manage clients
- CRM & Client Lifecycle — track prospects, convert to clients
- Proposals & Engagement Letters — send and track digitally
- Communication Hub — log every call, email and WhatsApp
- Workflow Engine — assign tasks with status tracking
- Office Management — firm expenses and profitability
Module 2
Billing & Invoicing
- Upload bill PDF/image — AI reads, you approve, invoice generated
- Time-based & flat fee invoices — GST auto-added
- Track billable hours per client
Module 3
Bank Reconciliation
- CSV/PDF statement upload — auto-parse and fuzzy match
- ±₹100 / ±2 days matching — never miss a reconciliation
- Reconciled vs unreconciled — one-click confirmation
Module 4
GST — Compute, File, Refunds
- GSTR-1, GSTR-3B prep from your own data
- GSTR-2B reconciliation vs ITC register
- HSN rate lookup — instant GST rate by code
- E-Invoice payload generation — IRN ready
- GST refunds (Rule 89(5)) — 6 claim types, lifecycle tracking
- E-Waybill generation — validity 1 day per 100 km
- QRMP & Composition Scheme tax estimation
- TCS 206C(1H) & TDS 194S — crypto/VDA
- Equalization Levy — 2% e-commerce / 6% online ads
Module 5
TDS & TCS
- TDS rules engine — 194C/194J/194I/192/194H/195
- Monthly & quarterly summaries per client
- Challan 280 generator — ready to pay
- 24Q/26Q/27Q filing prep — section-wise, quarter-wise
Module 6
Income Tax & Tax Planning
- Old vs New regime — slab-wise with deductions
- Advance tax schedule — due dates and installments
- Tax planning scenarios — show clients their savings
- ITR filing prep — capital gains, indexation, set-off, carry-forward
- Form 16 / 16A generation from payroll data
Module 7
Payroll & HR
- Employee master — complete database
- Monthly payroll run — PF 12%, ESI, PT, TDS, full CTC
- Labour law tools — gratuity (15/26, ₹20L cap), bonus (8.33%, ₹21k cap)
- PF/ESIC/PT/LWF returns — ready to file
Module 8
Financials & Analysis
- Trial balance, balance sheet, P&L by client/month
- Ratios — ROE, ROA, current ratio, D/E
- Business health score 0–100 from revenue, capital, margins
- Revenue trends (YoY) and working capital (CCC)
Module 9
Compliance Calendar
- Auto FY calendar — GSTR-3B monthly, TDS quarterly, ITR/9/9C annual
- Status buckets — submitted / overdue / upcoming / pending
- One-click mark filed
Module 10
Company Law / ROC
- Form catalog — MGT-7, AOC-4, ADT-1, DIR-3, DPT-3, MSME-1, SH-7, MGT-14
- Due date engine — annual and event-based filings
- Late fee penalty calculator — ₹100/day, MGT-7 ₹500/day with caps
- ROC dashboard — see overdue filings at a glance
- Company master, charges, board meetings — full registers
Module 11
Audit Work
- Audit management — materiality (SA 320: 5% PBT / 1% revenue / 1% assets)
- GST audit / GSTR-9C — books vs GSTR-1/3B reconciliation
- Group consolidation — eliminations, minority interest, goodwill
- Forensic / investigation — Benford's Law, duplicate-payment detection
- IS audit — ITGC/ITAC, cyber, DPDP control registers
- Internal / concurrent / stock / cost audit (Sec 148) registers
Module 12
Insolvency & Bankruptcy (IBC)
- CIRP timeline — 180 days + 90-day extension
- Committee voting — 51% / 66% threshold check
- Claim admission — auto-computed deadline and admission check
- Case dashboard — claims count, admitted amounts, status
Module 13
Advisory Services
- Valuation — DCF, comparables, NAV, ESOP FMV (Black-Scholes, Rule 11UA)
- Transfer pricing — applicability and arm's length test (±15%)
- FEMA / FDI / RBI — FC-GPR, FC-TRS, APR, FLA, ECB, ODI returns
- Non-profit / trust — 12A, 80G, FCRA, CSR registers
- Startup / ESOP — cap table and ESOP pools
- Wealth / family office portfolio tracking
- Ind AS implementation — NCLT / RPT registers
Module 14
Client Portal & Communication
- Task board — assign tasks to clients
- Document vault — per-client secure storage
- Reminder queue — scheduled email alerts
- Time tracking & fee invoices
- Tickets — clients raise, you resolve
Module 15
Notices & Litigation Hub
- Unified notice inbox — GST / IT / ROC / TDS
- Reply template library per source
- Appeals — auto limitation dates (30/60-day windows)
- Orders repository
Module 16
Practice Management & BI
- Firm dashboard — clients, WIP, utilization, realization, fee pipeline
- Per-client profitability — hours vs fees, margin
- Partner capital — ratio and drawings
Module 17
Regulatory & Integrations
- Regulatory change management — log updates, map to affected clients
- API connections — GST-2B, E-Invoice, TRACES, bank
- Portal sync log — audit trail of sync jobs
Why CAs Choose CA Vault
| Feature | Other Software | CA Vault |
|---|---|---|
| White-Label for CAs | ||
| Mobile App | Limited | Android + iOS + Web |
| Local-First Privacy | ||
| Per-Client Pricing | ₹199 / client | |
| AI Document Parser | ||
| Accurate Math Calculations |
See why 27 CAs switched to CA Vault.
Simple, Transparent Pricing — Pay Only for What You Use
14-day free trial on every plan. No credit card required.
Starter
For individual CAs starting out
₹999/month
- 5 clients
- All GST / TDS / IT features
- AI document parser
- Client portal access
- Email support
Pro
For growing CAs & small firms
₹3,999/month
- 20 clients
- Everything in Starter
- Payroll & HR
- ROC compliance
- Priority support
Firm
For CA firms & large practices
₹9,999/month
- 50+ clients
- Everything in Pro
- White-label client portal
- Team management
- Dedicated support
White-Label Add-on (Individual CAs)
₹2,999/month — remove our branding, add your logo, custom domain. Your clients see your brand.
White-Label Your Own CA Practice Platform
Give your clients a branded mobile app and web portal. Your logo. Your domain. Your brand.
- Custom domain (yourfirm.com)
- Branded mobile app (iOS + Android)
- Your logo and colours
- Client-facing interface
- Built-in client communication
- Automated reports with your letterhead
Built by a Developer Who Understands CA Pain
“I spent 20+ hours building a CA practice management system from scratch because I saw my CA friends drown in manual data entry, Excel formulas, and client chasing. They deserved better. So I built CA Vault.”
Our team believes technology should empower CAs — not replace them. That's why we built AI to handle reading and accurate math to handle calculations. CAs handle the client.
Shoeb Raj
Founder & CEO, CA Vault
- Team size
- 2 full-time developers
- Vision
- Make CA practice management 10x easier for Indian CAs
Why we built this
- CAs don't need more complex software
- CAs need automation for data entry
- CAs need white-label client portals
- CAs need accurate math, not AI hallucinations
Trust signals
- 100% accurate math calculations
- Local-first data privacy
- White-label ready
- Built for Indian CAs
Your practice, your brand, your platform — start in minutes.
Trusted by CAs Across India
27 CAs are running live practices on the CA Vault beta today.
CA Vault has reduced my monthly data entry time from 15 hours to just 2 hours.
The white-label client portal has been a game changer for my practice. My clients love it.
Finally, a CA software that actually understands what we do.
- ICAI members
- Startup India recognised
- Indian CA firms