Stop chasing clients. Start filing.
CAHelper tracks every ITR, GST, TDS and ROC deadline for every client in one view. One-click WhatsApp nudges. Tally CSV import. Built for the way Indian CAs actually work.
Demo loads instantly · No signup · Sample data · Cancel anytime once you reserve
From signup to your first WhatsApp nudge in under 10 minutes.
Import
Tally CSV export, or add clients one-by-one. PAN, GSTIN, entity type — done in under a minute.
Track
CAHelper auto-generates compliance instances for every client. Color-coded calendar, overdue alerts, monthly digest.
Nudge
Tap WhatsApp to send a pre-filled reminder. Tap Mark Filed when done. Save 5+ hours/week.
Everything an Indian CA practice needs. Nothing it doesn't.
Not a generic project tool with an Indian skin. Compliance types, due-date rules, and entity-applicability logic are built into the schema.
All 18 Indian compliance types preloaded
ITR-1 through ITR-7 · GSTR-1, GSTR-3B, GSTR-9, CMP-08 · TDS-24Q, 26Q, 27Q · ROC AOC-4, MGT-7 · DIN-KYC. Correct due-date rules, applicability flags, every entity type.
One-click WhatsApp deeplinks
Generate WhatsApp links with the client name and deadline pre-filled. Tap, review, send. No copy-paste, no template gymnastics.
Tally CSV import in 30 seconds
Drop your Tally client export, map columns once, done. No re-entry, no duplicate bookkeeping.
Multi-staff, role-based
Add admins, staff, viewers. Assign filings, track who marked what. Full audit trail for partnership firms.
Client portal
Each client gets a private link to view their compliance status and drop documents — no back-and-forth emails, no WhatsApp PDFs lost in scroll.
Compliance calendar
One screen, every deadline, every client. Color-coded urgency. Filter by category, staff, status. Print to take to the GST office.
Every client. Every PAN. Every GSTIN. One screen.
Search by name, PAN, or GSTIN. Filter by entity type, status, pending count. Bulk WhatsApp, bulk email, bulk mark-filed. Tally import in one click.
- Tally CSV import — drop file, map columns, done
- Filter by entity type, status, GSTIN, pending count
- Bulk actions: WhatsApp, email, mark filed
- Client portal column shows who's self-serving documents
Why CAs leave their spreadsheets.
An honest look at what Indian CAs actually use today, and where each tool stops working.
| CAHelper | Tally | Spreadsheet | Generic PM | |
|---|---|---|---|---|
| Indian compliance types preloaded | All 18 | — | Manual | — |
| Per-client deadline tracking | ✓ | Partial | Manual | ✓ |
| WhatsApp nudges to clients | ✓ one-click | — | — | — |
| Tally CSV import | ✓ | Native | Manual | — |
| Multi-staff + role-based access | ✓ | Add-on | — | ✓ |
| Client self-service portal | ✓ | — | — | ✓ |
| Built for Indian CA workflows | ✓ | ✓ | — | — |
| Monthly cost (small practice) | ₹499 | ₹18,000/yr+ | ₹0 | ₹2,000+ |
Free for solo CAs. ₹499/mo as you grow.
Up to 5 clients free forever. Pro is ₹499/mo for unlimited clients. Team is ₹1,499/mo for multi-staff firms. Reserve a seat now — pay via UPI or bank transfer after we onboard you.
Average onboarding time: under 10 minutes