Compliance management software for CA firms, with ready-made workflows
CoreBase includes ready-made workflows for the work Indian CA firms do every week, from company incorporation and GST to ITR, ROC filings and DSC. Each one runs through the same eight stages, from enquiry to payment, so your team always knows what is pending, who owns it and when it is due.
As compliance management software for CA firms, CoreBase turns every filing into a tracked workflow with a checklist, an owner, a deadline and a partner sign-off.
One eight-stage flow behind every workflow
Whatever the filing, the work moves through the same stages, so nothing slips between people.
Lead
The request arrives (an enquiry, a renewal alert or a recurring trigger).
Documents
The client's documents are collected against a checklist.
Task
The work is created with a deadline.
Team
It is assigned to the right staff member or article assistant.
Review
A partner or manager signs off before anything is filed.
Completion
The filing is done and proof is saved.
Billing
The invoice is raised.
Payment
The client pays (UPI QR or payment link) and it is reconciled.
Ready-made workflows for the filings your team handles most
Explore the nine essential standard operating procedures pre-loaded in your CoreBase firm workspace.
Corporate and secretarial
Company Incorporation (SPICe+)
Private Limited, OPC and Section 8 incorporation, from name approval to bank account opening.
- SPICe+ Part B, MOA, AOA and AGILE prepared by your team
- Partner DSC check and legal verification before filing
- COI, PAN, TAN and EPFO/ESIC outputs tracked to delivery
ROC Annual Compliance (AOC-4, MGT-7)
Statutory secretarial filings, including AOC-4, MGT-7 and DIR-3 KYC.
- Audited financials, director's report and board resolutions collected on a checklist
- XBRL mapping and form preparation by the secretarial team
- CA or CS sign-off with digital token before the SRN receipt
Tax and GST
GST Registration
New GST registration for proprietorships, partnerships, LLPs and companies, with Aadhaar authentication tracking.
- REG-01 drafting and promoter KYC tagging
- Partner review of HSN and SAC activity codes
- ARN and REG-06 GSTIN certificate tracked through delivery
GST Monthly and Quarterly Returns (GSTR-1 and 3B)
Recurring GST compliance: sales register reconciliation, GSTR-2B and purchase register matching, and 3B tax payment.
- GSTR-2B reconciliation with ITC mismatch flags
- Partner approval of ITC claims and tax liability
- Filing ARN and compliance proof archived
Income Tax Return (ITR-1 to ITR-6)
Return preparation and filing with 26AS and AIS/TIS cross-matching.
- Roll-forward from the previous assessment year
- Checklist for Form 16/16A, bank statements and capital gains
- Senior partner verification before filing and ITR-V generation
Firm operations
Client KYC and Entity Onboarding
Standardised onboarding of new corporate clients: master entity profile, statutory records and client portal access.
- Engagement letter and scope confirmation
- Full statutory dossier (PAN, GSTIN, CIN, IEC, MSME)
- Partner, manager and article assistants assigned; branded portal login sent
Recurring Statutory Compliance Calendar
Deadline tracking for monthly TDS, advance tax, PF/ESI and GST across every client.
- Monthly tickets generated automatically for each client
- Document checklist sent over WhatsApp
- Deadline countdown with manager and partner review gates
DSC Management
Class 3 DSC issuance, paperless video KYC, expiry tracking and renewal reminders.
- Application to the certifying authority and staff-assisted video KYC
- USB token dispatch or cloud DSC linking
- Expiry and renewal alerts
Accounting and Bookkeeping Retainer
Ledger maintenance, bank reconciliation, vendor payments and monthly MIS reports.
- Bank statements, vendor bills and sales vouchers collected each month
- Trial balance and P&L review by a senior accountant
- MIS report published to the client portal
Make the workflows match your firm
Change stage names, checklist requirements and partner review criteria so each workflow follows your firm's own procedures.
Workflows are one part of the platform
Common questions about CoreBase CA workflows
Everything you need to know about standard operating procedures and review gates.
They are ready-made, step-by-step procedures for common CA firm work such as incorporation, GST, ITR and ROC filings. Each moves through eight stages from enquiry to payment, with an owner, a checklist, a deadline and a partner review before completion.
See the workflows your firm uses most
Book a walkthrough and we will show these workflows on your own type of client work.