THE COREBASE OPERATING SYSTEM

One Unified Engine for Every Practice Workflow

Eliminate disconnected spreadsheets, uncollected fees, and scattered WhatsApp chats. CoreBase provides Indian CA and professional service firms with a synchronized, production-grade operating platform.

Schedule Architecture Demo View Plans & Pricing

Inbound Acquisition

Hosted Website Engine & Dynamic Ingestion

Every firm receives a high-speed, SEO-optimized public website configured in minutes. Custom domain mapping connects directly with your DNS, while dynamic ingestion forms inject incoming client leads straight into your firm's pipeline.

1-Click Custom Domain (CNAME/A record) mapping with automated SSL

ICAI compliance guidelines and partner profiles

Field numbering system (e.g. FLD-101) linking form inputs directly to lead particulars

Zero-latency webhook & database injection without 3rd-party connectors

Practice CRM

Multi-Stage Workflow Pipeline & Service Health

Standardize tax audits, GST filings, MCA company incorporations, and litigation cases into transparent pipelines. Track stages, SLA deadlines, and team workload in real time.

Interactive horizontal stage stepper with instant status shifts

Recurring service automation (Monthly GST, Quarterly TDS, Annual ROC)

Granular squad member assignments per fulfillment service

Service health monitoring: Active, In-Progress, Overdue & Completed

Automated Comms

WhatsApp Cloud API & Document Requests

Stop chasing documents over personal chats. Direct WhatsApp Cloud API integration delivers automated KYC checklists, statutory due-date alerts, and secure upload links directly to client phones.

Pre-approved Meta templates for due-date warnings & invoice reminders

1-Click missing document requests with direct portal upload links

Complete chat & communication audit trail stored per lead file

Broadcast compliance alerts to client cohorts in seconds

Financial Operations

Smart GST Invoicing & Dynamic UPI QR

Generate professional GST tax invoices and debit notes tailored for Indian practice firms. Collect uncollected fees instantly with auto-generated Razorpay payment links and UPI QR codes.

Automated CGST/SGST/IGST computation and reverse charge handling

Dynamic UPI QR code printed directly on invoice PDFs for instant scan & pay

Real-time payment audit ledger: UPI ref, transaction IDs & receipt numbers

Automatic lead status updates upon fee settlement

Client Experience

Branded Client Portal & Secure Document Vault

Provide clients with their own dedicated, branded self-service portal. Clients can track filing progress, download filed acknowledgments, upload PAN/Aadhaar/bank docs, and pay invoices.

Secure magic-link & OTP login with firm branding

Encrypted multi-party document vault (PAN, Deeds, Electricity Bills, DSC)

Self-serve invoice download & tax filing repository

Eliminates 90% of 'What is my file status?' phone calls

Firm Administration

Practice HRMS & Article Assistant Management

Assign files, track billable hours, and enforce strict role-based access control. Article assistants, managers, and partners only see the clients and financial data permitted by their role.

Role-Based Access Control (RBAC): Admin, Manager, Operations, Accounts, Marketing

Timesheets and daily work log audit trail

Article assistant assignment balancing to eliminate filing bottlenecks

Executive performance metrics & turnaround time tracking

Ready to digitize your practice firm end-to-end?

Setup your hosted website, import active client records with column mapping, and start billing in under 15 minutes.

Book 1-on-1 Onboarding Call CA Partner Program (50% Off)