Practice management for CA firms in India
myclients.biz brings GST, ITR, TDS, ROC and PF/ESI tracking together with client records, team tasks, billing and a secure client portal — so your firm stops chasing spreadsheets and WhatsApp threads.
14-day free trial · No credit card needed · Data hosted in India
One place for the work your team does every day — from onboarding a new client to raising the invoice after the return is filed.
A firm-wide tax calendar maps every statutory deadline to the right clients, with reminders to staff and clients before it slips.
Assign work to articles and staff, track who is on what, and review before anything goes out — with roles for partners, managers and trainees.
Bank statements, 26AS, workings and engagement letters filed by client and year. Optionally sync a copy to the firm's own Google Drive.
Raise GST invoices from completed work, track receivables per client and send payment links and reminders without leaving the app.
Ask clients for documents and confirm filings by WhatsApp, SMS or email — every message logged against the client.
Filing progress, staff workload, revenue by client and outstanding fees — the numbers a partner needs on Monday morning.
Indian compliance, covered
Set a client's type and registrations once. myclients.biz works out which returns apply, when they're due and who is responsible.
Monthly and quarterly returns with filed, pending and overdue counts for every GSTIN.
ITR workflow from document collection to e-verification, with 26AS / AIS checks.
Quarterly returns, challans and certificates in one register per deductor.
Annual filings for companies and LLPs, with AGM dates and director KYC.
Monthly payroll returns and challans for every employer client.
Track departmental notices, hearings and replies, plus a UDIN register for every certificate.
myclients.biz tracks status and deadlines. Returns are still submitted on the official government portals.
Client portal
Give every client a login on your own domain. They see what you need from them, upload documents, e-sign engagement letters and pay invoices — and your team stops answering “is it filed yet?”.
Add partners, staff and branches, and choose who can see what.
Upload your existing Excel list. PAN, GSTIN and client type map their compliance automatically.
Your team gets its task list, clients get their requests, and partners get the overview.
Every firm's data is isolated from every other firm, stored in Indian data centres and backed up daily.
All compliance trackers are included in every plan. Pay monthly or save with yearly billing.
For a CA practising alone
₹1,999 / month
For a growing team
₹4,999 / month
For larger and multi-city firms
₹8,999 / month
For large firms and networks
Custom
Prices exclusive of 18% GST. The free trial is on Solo or Firm; Multi-branch and Multi Max start after a quick call. Extra clients and storage available as add-ons.
No. It tracks what's due, who is working on it and what has been filed. Your team still submits on the GST, Income Tax, TRACES and MCA portals, then records the acknowledgement here.
Yes. Upload an Excel or CSV file with names, PAN, GSTIN and client type, and the compliance calendar is built for you.
On cloud servers located in India, encrypted and backed up daily. Firms on the Multi-branch plan can also keep a synced copy of documents in their own Google Drive.
myclients.biz runs in any browser and is designed to work well on phones, so you and your clients don't need to install anything.
Book a 20-minute walkthrough with your own client list, or start a free trial today.
Call +91 80755 81155 or email support@myclients.biz