Optimize Workflows in CA Firms
Automate deadlines, simplify file requests, and gain absolute tracking control.
Chartered accounting firms handle multiple clients, deadlines, and regulations simultaneously. CoreBase is designed specifically to centralize your practice, giving your staff clean checklists while auto-collecting files from your clients.
Target Workflow Sequence in CoreBase
Visualizing how client requests flow through standardized pipeline stages seamlessly:
Client Onboarding & KYC
Client signs up and uploads their PAN, Aadhaar, and Incorporation certificates directly into their secure portal.
Document Checklists
CoreBase automatically alerts clients via WhatsApp/Email to upload bank statements and invoices.
Computation & Review
Your staff uses structured sequence checklists to compute taxes, perform audits, and review files.
Filing & Auto-Billing
File the returns on government portals, mark the task as complete, and auto-dispatch the invoice.
Traditional Workflow Bottlenecks
Without specialized workflow management, ca firms face recurring operational delays that restrict billing growth and impact client retention:
Missing client tax documents and credentials, leading to last-minute compliance rushes.
Scattered spreadsheets for tracking hundreds of recurring due dates (GST, ITR, Audit, ROC).
Lack of team oversight on who is currently processing which file and where bottlenecks lie.
Manual invoice tracking for services rendered, causing delays in professional fee recovery.
How CoreBase Automates and Solves
CoreBase transforms manual processes into trackable, automated compliance pathways:
01.Automated Client File Requests
Set checklist templates for ITR or GST and let CoreBase automatically follow up with clients via WhatsApp, Email, or SMS until all files are securely uploaded.
02.Pre-Configured Compliance Pipelines
Drag and drop lead files through customized pipelines (e.g. GST GSTR-1, GSTR-3B, Tax Audits) with automated step-by-step checklists for your team.
03.Client Portal & Payment Collection
Allow clients to securely upload papers, view case statuses, and pay invoices instantly via customized payment gateways.
Frequently Asked Questions
Can we set custom checklists for different CA services?
Yes. CoreBase allows you to define service packages (e.g., Auditing, Tax Filing, GST) and associate them with specific pipeline checklists and automated document requests.
Is document storage secure?
Absolutely. All files uploaded by clients are stored securely with enterprise-grade encryption in your dedicated Supabase storage, accessible only by authorized staff members.
Tailored Solutions for Other Industries
Ready to automate your ca firms workflows?
See how CoreBase can reduce tax-season workload by 45% for your CA practice. Schedule a personal walkthrough with our product team.