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CA Practice Operating System

Client management software for chartered accountants.

CoreBase covers the whole client lifecycle of a CA firm in one platform: lead capture, client records, compliance workflows, WhatsApp communication, a branded client portal, GST invoicing with payment collection, team management and an AI assistant.

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Client & LeadsCompliance WorkflowsWhatsApp AutomationClient Portal & VaultGST Invoicing & PaymentsPractice HRMSFirm Website IncludedCoreX AI Assistant
01. Inbound & Master Records

Client and lead management

Keep every enquiry and every client in one place. Leads from your website and other channels enter your pipeline automatically, and each client has one profile holding their services, documents, invoices and communication history.

  • Website enquiry forms send leads straight into your pipeline, with no third-party connector
  • One profile per client with services, documents, billing and chat history
  • Lead and client status updates automatically when a fee is paid
  • A full communication trail stored on each client file
See the client onboarding workflow
AK

Apex Retail Pvt Ltd

CIN: U72900DL2024PTC123456
Retainer Active
Assigned Partner:CA Ramesh Verma
Active Mandates:Monthly GST + Tax Audit
Fee Settlement:Auto-Reconciled (₹18,500)
02. Statutory Delivery

Compliance tracking and workflows

Run tax audits, GST filings, MCA incorporations and other services as transparent pipelines, with stages, deadlines and team workload visible in real time.

  • A stage tracker that updates the status instantly
  • Recurring services automated: monthly GST, quarterly TDS and annual ROC
  • Team members assigned to each service
  • Service health at a glance: Active, In progress, Overdue and Completed
Browse the ready-made CA workflows
SPICe+ MCA PipelineStage 4 of 6
RUN Name Approval Approved
DSC Affixed for 2 Directors
SPICe+ Part B Verification (In Progress)
ROC Incorporation Certificate Generation
03. Client Messaging

WhatsApp reminders and document requests

Ask for documents and send due-date alerts through the official WhatsApp Cloud API instead of personal chats. Clients get checklists and secure upload links on their own phones.

  • Pre-approved message templates for due-date warnings and invoice reminders
  • One-click missing-document requests with an upload link
  • A complete chat audit trail on each client file
  • Compliance alerts broadcast to groups of clients in seconds
Browse CA compliance guides & playbooks

Official WhatsApp Cloud API

Meta Verified Business

Dear Director,

Your GSTR-3B for October requires purchase invoices. Please upload 2 pending bills before the 20th cutoff via your secure firm link:

portal.firm.com/doc/upload?id=928
Status: Delivered & Read100% Audit Logged
04. Client Experience

Branded client portal and secure document vault

Give each client a self-service portal under your firm's name. Clients can track filing progress, upload documents, download acknowledgments and pay invoices.

  • Magic-link and OTP login with your firm's branding
  • An encrypted vault for PAN, deeds, utility bills and DSC
  • Invoice downloads and a filing repository for each client
  • Fewer what-is-my-file-status phone calls for your team
See how a new client is onboarded
Client Document Vault256-bit Encrypted
Certificate of Incorporation
Verified
GSTR-3B Acknowledgement (Oct)
Archived
Director DSC Token Details
Active
05. Cash Flow Recovery

GST invoicing and payment collection

Create GST tax invoices and debit notes, then collect fees with Razorpay payment links and a UPI QR code printed on the invoice.

  • CGST, SGST and IGST, plus reverse charge, calculated automatically
  • A dynamic UPI QR code on every invoice PDF
  • A payment ledger with UPI reference, transaction ID and receipt number
  • Client status updated automatically when the fee is settled
View pricing
TAX INVOICE #CB-2026-104SAC 998231: Accounting Services
₹29,500
Professional Fees:₹25,000.00
CGST (9%) + SGST (9%):₹4,500.00
Total Due:₹29,500.00
Dynamic UPI QR & Razorpay Link1-Tap Settle
06. Practice Governance

Team management and practice HRMS

Assign files, track billable hours and control who sees what. Partners, managers, article assistants and accounts staff see only the clients and financial data their role allows.

  • Role-based access: Admin, Manager, Operations, Accounts and Marketing
  • Timesheets and a daily work log
  • Workload balancing across article assistants
  • Turnaround time and performance metrics
See how plans are priced per user
Squad Workload Balancer5 Members Active
Kunal Sharma (Article)8 Files Assigned · GST Squad
Optimal
Pooja Iyer (Audit Associate)12 Files Assigned · Tax Audit
Near Capacity
Senior Partner Review Gate3 Sign-offs Awaiting Approval
Gate Active
07. Firm Web Presence

A website for your CA firm, included

Every firm gets a fast public website, set up in minutes, with partner profiles and your own domain. Enquiry forms create leads in your CRM automatically.

  • Custom domain mapping with automatic SSL
  • Partner profiles laid out with ICAI website guidelines in mind
  • Enquiry forms that create leads without extra tools
Need a fully custom website or web application?
Firm Public Domain
SSL Active
https://www.vermaassociatesca.in
DNS: CNAME → corebase.in (Auto-Renewing Let's Encrypt SSL)
Inbound Lead Form Webhook0ms Sync to CRM
Context-Grounded Intelligence

CoreX AI: ask your practice questions in plain English

CoreX answers from your firm's own client, filing and billing data, so you get the status of real work instead of generic advice.

Fee Recovery₹1,42,500 Uncollected

“Which clients have pending payments?”

Finds clients with invoices older than 15 days, totals unpaid fees across active mandates, and prepares one-click WhatsApp payment links with dynamic UPI QR codes.

Action: Draft WhatsApp UPI Reminders
Statutory Calendar18 Filings Due

“Which compliance tasks are due this week?”

Scans statutory calendar for monthly GST (GSTR-3B), TDS deposit cutoffs, and upcoming MCA filings, grouping tasks by the article assistant responsible.

Action: Review Squad Workload
Pipeline Intake7 Stale Inquiries

“Which leads haven't been followed up?”

Flags prospective incorporation and audit intake leads with no contact in >48 hours and drafts personalized follow-up messages for executive review.

Action: Send Follow-up Template
Document Intake3 Missing Files

“Draft a WhatsApp message about pending GST documents.”

Drafts a polite, professional message listing the exact missing proofs (electricity bill, NOC, rent deed) with a secure, branded upload link for the client's portal.

Action: Review & Send via Cloud API
See CoreX AI in a live demo
Ecosystem Interoperability

Works with the systems Indian CA firms use

CoreBase follows the filing steps, payment methods and messaging channels Indian CA firms use every day.

Government & Regulatory Portals

Workflow steps and verification checklists calibrated to match official Indian statutory portals.

MCA V3 & ROCCalibrated SOP

SPICe+, DIR-3 KYC, AOC-4, MGT-7 workflow steps & DIN tracking

GSTN PortalCalibrated SOP

GSTR-1, GSTR-3B & GSTR-9 checklists and ARN ledger recording

Income Tax e-Filing 2.0Calibrated SOP

ITR computation dossiers and Form 10B/10BB attachment tracker

TRACES & TDS CPCCalibrated SOP

Forms 24Q, 26Q & 27Q filing schedules and challan reconciliation

DGFT & ICEGATECalibrated SOP

IEC renewal tracking & export-import compliance document vault

Your client data is stored in India and handled under the DPDP Act.

Fintech, Banking & Payment Rails

Direct integration with India's premier fintech infrastructure for automated fee collection.

Razorpay Official PartnerOfficial Partner

Automated payment link generation, webhook verification & live settlement

NPCI Dynamic UPI QRNative PDF Print

Auto-generated static & dynamic UPI QR codes embedded on every tax invoice

RazorpayX Automated PayrollIntegrated Rails

Direct salary and stipend payouts to article assistant bank accounts

Bank Statement ImportCSV / Excel Sync

Standardized statement reconciliations for HDFC, ICICI, SBI, and Axis Bank

Your client data is stored in India and handled under the DPDP Act.

Communication & Messaging Rails

Official enterprise channels for client interactions and document intake.

Meta WhatsApp Cloud APIOfficial API

Pre-approved templates, 2-way client chat history, and document triggers

Transactional Email & SMTPCustom Domain

SendGrid, AWS SES, or Google Workspace SMTP with your firm's sender address

Google Meet & Calendar1-Click Sync

Instant video consultation links and scheduled calendar appointments

Your client data is stored in India and handled under the DPDP Act.
Practice FAQs

Common questions about CoreBase features

What features does CoreBase include?

CoreBase includes client and lead management, compliance workflows, WhatsApp document requests and reminders, a branded client portal with a secure document vault, GST invoicing with payment links and UPI QR codes, team management with role-based access, a firm website, CoreX AI assistant, and much more.

Is CoreBase client management software or a CRM?

Both. It is purpose-built client management software for CA firms, holding each client's profile, statutory documents, active work pipelines, invoices, and communication history, while also managing prospective leads through an inbound sales pipeline just like an enterprise CRM.

Does CoreBase file returns on the government portals for me?

CoreBase provides structured workflow stages, checklist verification, acknowledgement archiving, and due-date tracking aligned to MCA, GSTN, and Income Tax portals. Actual final return submissions are performed by authorized professionals on the respective government portals with partner DSC and login credentials, maintaining regulatory safety, audit integrity, and human oversight.

How does CoreBase send messages on WhatsApp?

Through the official Meta WhatsApp Cloud API with pre-approved templates. Clients receive due-date alerts, invoice PDFs, and secure document upload links on their phones, and their replies are automatically logged in the client's communication trail.

What is CoreX AI?

CoreX AI is the CoreBase practice assistant. You can ask questions in plain English or assign routine tasks. It analyzes your firm's actual client dossiers, filing milestones, and billing ledgers to provide real operational answers rather than generic advice.

Is my clients' data secure?

Yes. CoreBase enforces 256-bit bank-grade encryption in transit and at rest. All client files and database servers are hosted in secure Indian cloud data centers in strict compliance with the Digital Personal Data Protection (DPDP) Act.

See these features on your own client work

Book a 15-minute live walkthrough with a CA practice specialist. We will show how your firm can automate client intake, compliance workflows, and fee billing.

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