The Digital Platform for Modern CA Firms. Build Your Digital Firm.
Digitise your CA practice from client acquisition to service delivery, team management, communication, billing and payments — all from one connected platform, fully white-labeled under your firm's brand.
Empowering 500+ CA Partners & Auditing Firms across India
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SPICe+ MOA drafting by Article Aman
Class 3 DSC renewal sent on WhatsApp
Annual Tax Audit & Capital Gains
ROC Compliance & Director KYC
Your CA Firm Has Software.
But Is Your Firm Actually Digital?
Most Chartered Accountant practices in India don't suffer from a lack of software tools. They suffer from using fragmented, disconnected tools that trap data in silos and create operational chaos.
Many CA firms rely on separate, isolated tools for every single task:
Isolated lead forms
Manual entry
On personal phones
Scattered inboxes
Messy Google Drive
Lost in diaries
Untracked article work
Excel due dates
Verbal status updates
Tally / offline billing
Unreconciled bank transfers
The problem isn't having software.
The problem is having disconnected software that costs your partners and staff 15+ hours every week in manual coordination.
CoreBase replaces the fragmentation with an end-to-end connected lifecycle built specifically around the way CA firms work:
All connected through CoreBase.
From the moment an enquiry lands on your firm's website to the final GST receipt and client document delivery, every step flows automatically without leaving the platform.
A Website Is Only the Beginning.
Having a website doesn't make a CA firm digital.
WhatsApp doesn't make your client management digital.
Excel doesn't make your compliance workflow digital.
Using multiple software doesn't create one digital firm.
A truly digital firm connects the entire journey.
How CoreBase Connects Your Entire CA Practice
Website
Firm Website
Professional branded web presence captures service requests directly with zero reliance on external form builders.
Modern CA firm corporate website capturing client inquiries
Automated state transition logged in firm audit ledger
One Platform.
Your Entire CA Firm.
CoreBase is designed around the way modern CA firms acquire clients, manage services, coordinate teams, communicate with clients, and manage billing.
Client Acquisition
Attract, capture, and convert high-value clients with automated intake pipelines.
Inbound client acquisition pipeline and CA firm website
Firm Website
Professional branded web presence ready to capture service leads.
Lead Capture
Automated webhook ingestion from web forms, WhatsApp & inquiries.
CA Practice CRM
Manage leads with specialized CA service tags (GST, ITR, Audit).
Sales Pipeline
Visual multi-stage intake to track qualification and quote acceptance.
Automated Follow-ups
Scheduled reminders so no potential client falls through the cracks.
Designed specifically for CA firms — connecting the entire practice.
Generic CRMs show sales deals and marketing campaigns. CoreBase understands actual CA firm operations: connecting client acquisition, compliance workflows, communication, article team execution, billing and payments in one platform.
Understands Indian Tax & Corporate SOPs: Built for MCA SPICe+, GSTN, and Income Tax Department compliance cycles.
Article Clerk Accountability: Assign filing tasks with exact completion timestamps and audit trails.
Zero Client Communication Drop: WhatsApp updates keep clients informed without blowing up the partner's personal chat.
Actual Practice Workflows — Not Generic Pipeline Templates
Company Incorporation (Pvt Ltd / LLP)
SPICe+ MCA Lifecycle
Client Lead
Name Reservation & Proposed Objects
KYC Collection
Director PAN, Aadhaar & Bank Proof
DSC & DIN
Class-3 Digital Signature Tokens
SPICe+ Part A
RUN Name Approval Submission
SPICe+ Part B
MOA, AOA, AGILE-PRO & INC-9
MCA Review
Resubmission Check & Scrutiny
COI Issued
Certificate of Incorporation & PAN/TAN
Billing & Vault
Auto GST Bill + COI Vault Delivery
From Enquiry to Completion
Showcasing the complete 10-step journey of modern Chartered Accountant firms powered by CoreBase.
New Enquiry
Inbound prospective client reaches out via website, phone, or referral
Enquiries automatically generate an intake record in your firm's pipeline with contact details, requested service category (e.g. Audit, GST, Corporate Tax, Incorporation), and priority level.
Automated instant confirmation message dispatched to prospect.
Want to see this workflow live with your firm's data?
Book a 15-minute walkthrough with a CA practice specialist.
Everything Your CA Firm Needs
From client acquisition and statutory compliance to white-labeled client portals and AI practice intelligence.
Get Clients
Build credibility and convert incoming client inquiries into long-term retainers.
Digital acquisition and CA lead management
Practice CRM
Purpose-built for Indian CA practices with service categorization (GST, ITR, Audit, MCA).
Lead Management
Consolidated intake from web forms, referrals, and phone inquiries into qualified stages.
Firm Website
Professional, SEO-optimized web identity that showcases your partners and service capabilities.
Automated Follow-ups
Scheduled consultation check-ins and Google Meet scheduling so no prospect is missed.
Unified Google Workspace Integration & Enterprise Branding
CoreBase (operated by CoreBase Software Solutions LLP) integrates seamlessly with your Google Workspace to empower sales teams, CA/CS practitioners, and MSMEs with automated client email dispatch, calendar synchronization, and meeting scheduling.
Gmail & Email Dispatch
Connect your official Gmail account to send proposals, track client email conversations, and trigger automated follow-up emails straight from lead workspaces.
- 1-Click Gmail OAuth connection
- Automated client proposal dispatch
Google Meet & Calendar Sync
Synchronize sales call schedules, generate Google Meet video call links, and audit meeting completion timestamps for your team.
- Instant Google Meet link creation
- 2-Way calendar schedule sync
Bank-Grade Data Protection
Your Google OAuth tokens are encrypted at rest with AES-256 and used exclusively to serve your active CRM tasks. Data is never sold or shared.
- Strict Limited Use compliance
- Zero third-party data sharing
Limited Use & User Data Disclosure Notice
CoreBase's use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.
Trusted by Modern CA Firms Across India
See how leading Chartered Accountants and corporate advisors run their practice operations on CoreBase.
“CoreBase transformed how our practice manages client document collection and recurring GST filings. Instead of searching across WhatsApp chats and email threads, all entity KYC documents and working papers attach directly to the client's master profile.”
CA Rahul Verma
Managing Partner
Verma & Associates (Chartered Accountants) • New Delhi
“Managing article assistants during peak tax audit season used to be chaotic. With CoreBase, every return preparation task has designated review gates and audit timestamps. We have eliminated last-minute filing bottlenecks completely.”
CA R. K. Singhal
Senior Partner
Singhal & Co. (Chartered Accountants) • Mumbai
“The dynamic UPI QR on invoices and automated WhatsApp payment reminders helped us recover outstanding professional fees within days. Clients love the branded portal where they can download their filed returns 24/7.”
Meera Nambiar
Founder & Practice Head
Nambiar Tax & Corporate Advisors • Bengaluru
Plans Built Specifically for CA Firms
Choose the plan tailored to your practice size — from solo practitioners to large multi-partner firms.
Starter / Basic
For individual practitioners & small CA firms
Billed transparently • No hidden setup fees
- Client Management & Master Profiles
- Basic Compliance Workflows (GST, ITR)
- KYC & Document Vault (Up to 10GB)
- Article Clerk Task Assignment
- Firm Calendar & Statutory Due Dates
- Email Communication Sync
Professional / Silver
For growing CA practices & audit firms
Billed transparently • No hidden setup fees
- Everything in Starter +
- Advanced Compliance Workflows (SPICe+, ROC, TDS)
- Official WhatsApp Business Integration
- Branded Client Portal (Self-Service 24/7)
- GST Invoicing with Dynamic UPI QR
- Receivables Aging & Fee Reminders
- CoreX AI Follow-up Suggestions
Enterprise Plan
For multi-partner & large CA firms
Billed transparently • No hidden setup fees
- Everything in Professional +
- White-Label Portal (portal.yourfirm.com) & Custom Domain
- Multi-Branch & Multi-Entity Practice Management
- Article Clerk Geo-Attendance & Leave HRMS
- Partner Sign-off Approval Gates
- Priority Support & Dedicated Account Manager
- CoreX AI Full Practice Intelligence
- Custom Workflow Configuration & Onboarding
Frequently Asked Questions
Everything you need to know about transforming your CA practice with CoreBase.
Yes. CoreBase is built exclusively for Chartered Accountants, tax practitioners, and corporate service firms. Everything from our data models, document vaults, and workflow stages to our client portals and billing modules is aligned with Indian statutory practices.
Ready to Build Your Digital CA Firm?
Bring your clients, team, workflows, communication, and billing into one connected platform.