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⚖️ Compliance Template

CA Practice
Manager CRM

The modern billing and task tracking calendar designed specifically for Indian Chartered Accountants, tax agencies, and auditors.

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SartthiCRM CA Workspace Layout
Platform Tools

Engineered For Auditors

📅
Compliance Calendar
Automated updates mapping client return deadlines, filing statuses, and submission metrics.
📁
Document Vaults
Store audit letters, business credentials, and reports in dedicated secure client directories.
💬
WhatsApp Reports
Deliver payment warnings, send documents, and notify clients of deadlines automatically.
🏷️
Task Allocations
Organize sub-tasks, assign partners, set reminders, and log time inputs.
Use Cases

Tailored Operating Flow

01
Sole Practitioners
Track return deadlines, manage client bills, and keep filing data cataloged.
02
Mid-Sized Firms
Assign tasks to articles, audit timesheets, and secure customer database files.
03
Tax Advisory Hubs
Automate WhatsApp submission follow-ups and scale client data pipelines smoothly.
Flexible Pricing

Transparent Plans

Sartthi Cloud Host
₹1,999 / Month
  • ✓ Up to 10 CA Members
  • ✓ Basic WhatsApp alerts
  • ✓ GST / ITR calendar tracker
  • ✓ Secure Cloud Document Drive
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Enterprise Private VM
₹5,499 / Month
  • ✓ Unlimited CA Members
  • ✓ Dedicated private document server
  • ✓ Custom sender ID templates
  • ✓ Priority database backup logs
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