CA Compliance Hub
A single, multi-tenant workspace for Indian CA firms to run their practice — compliance tracking, document collection, task workflows, and a branded client portal across web, Android, and iOS.
Firm + Client, One Hub
What we deliver
CA Compliance Hub is a multi-tenant practice platform from Karan Infosys for Indian CA firms, and the same system can be licensed to healthcare and legal practices. The CA workspace covers GST, ITR, TDS, and ROC calendars, a document vault, kanban tasks, GST-aware billing with Razorpay links, tax-notice tracking, and staff operations. Clients use a separate portal (email or phone OTP) for documents, invoices, questionnaires, and e-signatures. Each firm's data is isolated with PostgreSQL row-level security, on web, Android, and iOS.
Related solutions
Run the Whole Practice From One Place
Stop chasing documents over email and WhatsApp — give clients a proper portal.
Compliance Calendar
GST, ITR, TDS, and ROC events per client, generated from templates, with overdue marking and GST filing-status checks.
Document Vault
Documents by financial year and category, client requests and approvals, a physical-movement register, ZIP export, and Google Drive sync.
Tasks, Billing & Notices
A kanban with time logs, GST invoices and retainers, Razorpay payment links, and a register of tax and regulatory notices per client.
Multi-Tenant by Design
Each firm gets an isolated workspace with its own clients, team, and data — secured by row-level access controls.
Real-Time & Push Alerts
Realtime updates keep the team in sync, and mobile push notifications nudge clients and staff about pending actions.
Three Verticals
Each firm is licensed for one vertical: CA (the full practice), healthcare (appointments and prescriptions), or legal (matters, hearings, and notarisation).
A Professional Portal, Not a Spreadsheet
Give clients a polished, secure place to share documents and track their compliance — and give your team a single source of truth instead of scattered folders and chat threads.
Modernise Your Firm
3
Platforms — Web, Android & iOS from one codebase
1
Hub — every deadline, document, and task in one view
Secure authentication, storage, and row-level data isolation for every firm.
Everything Included in CA Compliance Hub
CA Workspace
- Dashboard with KPIs, upcoming deadlines, task summary and owner-only revenue
- Client master, client groups, renewals and an encrypted credential vault
- GST, ITR, TDS and ROC compliance calendar auto-generated from templates
- Automatic overdue marking and GST filing-status checks
- Kanban tasks with subtasks, templates, time logs and timesheet approval
- Document vault by financial year with client requests, approvals and ZIP export
- Physical document movement register and tax notice tracking per client
Billing, Communication & Practice
- GST-aware invoices with PDF export, quotations, credit notes and payment records
- Retainers with monthly auto-invoicing and consolidated billing
- Client messaging, bulk notifications, SMS, email and push
- Questionnaires, e-signature requests and review requests
- Staff management, attendance, leave and expense tracking
- Reports: compliance, revenue and forecast, staff productivity, unbilled work
- Tally export of billing data to Excel
Client Portal & Security
- Self-service client portal on web, Android and iOS
- One client login can work with multiple CA firms
- Roles for owner, manager, staff and client with scoped access
- Strict tenant isolation enforced in the database
- Private document storage with short-lived signed download links
- Optional healthcare and legal vertical modules
- Configurable compliance templates, service catalogue and audit log
Technology Behind the Hub
Flutter
Supabase
PostgreSQL
FirebaseCommon Questions
Is my firm's data isolated from other firms?
Yes — the platform is multi-tenant with row-level security, so each firm's clients, documents, and tasks are fully isolated from every other tenant.
Can clients use it on their phones?
Yes — there are native Android and iOS apps plus a web app, all from one codebase, so clients can upload documents and track status from anywhere.
Can it be branded and customised for our firm?
Absolutely — we tailor the branding, compliance categories, and workflows to how your firm actually works, and can extend it with firm-specific modules.
Which compliances does it track?
GST, ITR, TDS and ROC events for every client. Deadlines are auto-generated from compliance templates, overdue items are marked automatically, and GST filing status can be checked from the same calendar.
Does it handle billing for the firm?
Yes. It creates GST-aware invoices with PDF export, quotations, credit notes and payment records, supports retainers with monthly auto-invoicing, and exports billing data to Excel for Tally.
How do clients share documents securely?
The firm raises document requests, and clients upload through the portal into private storage. Files are organised by financial year and opened only through short-lived signed links, and engagement letters can go out for e-signature.