Grounded in Your Practice Data.
Built for Indian Chartered Accountants.
CoreBase brings CRM, compliance workflows, client communication, practice HRMS, GST billing, and AI together in one connected platform.
Tangible Questions CoreX Solves Every Day
No generic chatbot hallucination. CoreX queries your firm's actual client dossiers, filing stages, and billing balances.
“Which clients have pending payments?”
Identifies 4 clients with invoices older than 15 days, calculates total uncollected professional fees (₹1,42,500), and prepares 1-click WhatsApp payment links with dynamic UPI QR.
“Which compliance tasks are due this week?”
Scans statutory calendars for GST (GSTR-3B due 20th), TDS deposit deadlines (7th), and upcoming MCA annual filing cutoffs, grouped by designated article assistants.
“Which leads haven't been followed up?”
Flags prospective clients in the Incorporation or Audit Intake pipeline that have not received an update in >48 hours with pre-drafted follow-up templates.
“Show me today's pending client work.”
Surfaces 34 active files: 3 GST Registrations, 8 ITR Filings, 4 MCA Incorporations, 12 GSTR-3B filings, and 7 KYC document verification tickets.
“Draft a WhatsApp message for this client regarding pending GST documents.”
Generates a polite, professional message listing the exact missing proofs (e.g. Electricity Bill & Rent Deed NOC) with a secure link to the client's portal.
Everything Your CA Firm Needs
From the first enquiry to statutory filing acknowledgement, billing, and repeat retainer management.
Get Clients
Practice CRM, website lead capture, and consultation follow-ups designed specifically for CA services.
- CA Practice CRM
- Website Lead Forms
- Follow-up Reminders
- Proposal Tracking
Manage Clients
Permanent entity dossiers, encrypted KYC vault, and 24/7 self-service client portals.
- Entity Dossiers (CIN, GSTIN, PAN)
- Statutory KYC Vault
- Client Document Sharing
- Client Portal
Manage Work
Pre-configured compliance workflows with review gates for MCA, GST, ITR, and Tax Audits.
- Filing SOPs
- Article Delegation
- Partner Review Gates
- Statutory Due Date Calendar
Manage Your Team
Practice HRMS with attendance, exam study leave tracking, and task completion audits.
- Role-Based Access (RBAC)
- Attendance Tracking
- Leave Management
- Workload Balance
Manage Money
GST tax invoices with SAC 998231 codes, embedded dynamic UPI QR, and automated fee recovery.
- GST Compliant Billing
- Dynamic UPI QR
- Receivables Aging
- Today's Collections
Automate With AI
CoreX AI assistant for natural language practice queries, workload insights, and automated client alerts.
- CoreX AI Assistant
- WhatsApp Reminders
- Bottleneck Detection
- Client Draft Suggestions
Ready to experience CoreBase for your CA firm?
Book a 15-minute live walkthrough with a CA practice specialist and see how CoreBase automates your day-to-day operations.