CA Practice Plans

Simple, transparent pricing for CA firms.

No hidden costs. No complicated per-record surcharges. Choose the plan tailored to your CA practice size and compliance volume.

Starter / Basic

per user / month

Essential client management and compliance workflows for solo CAs and growing boutique practices.

499/month

For individual practitioners & small CA firms

  • Client Management & Master Profiles
  • GST & ITR Compliance Workflows
  • Statutory KYC & Document Vault
  • Article Clerk Task Assignment
  • Statutory Due Date Calendar
  • Email Communication Sync
Most Popular for CA Firms

Professional / Silver

per user / month

Full-practice automation with client portals, WhatsApp updates, and automated fee recovery.

699/month

For growing CA practices & audit firms

  • Everything in Starter +
  • Advanced MCA (SPICe+) & ROC Workflows
  • Official WhatsApp Client Notifications
  • Branded Self-Service Client Portal
  • GST Invoices with Dynamic UPI QR
  • Receivables Aging & Fee Reminders
  • CoreX AI Follow-Up Assistance

Enterprise Plan

per user / month

Tailored for multi-partner, multi-branch firms needing deep governance and custom SOP workflows.

999/month

For multi-partner & larger CA firms

  • Everything in Professional +
  • White-Label Client Portal (portal.yourfirm.com) & Custom Domain
  • Multi-Branch Entity & Partner Segregation
  • Article Clerk Attendance & Leave HRMS
  • Senior Partner Sign-off Approval Gates
  • CoreX AI Full Practice Intelligence
  • Custom CA Workflow Configuration
  • Dedicated Account Specialist & Priority SLA

Detailed Feature Breakdown for CA Practices

How CoreBase modules simplify statutory work, fee recovery, and team governance.

Client Management & KYC Vault

Starter, Professional & Enterprise

Consolidated master profiles storing PAN, Aadhaar, MOA, AOA, Certificate of Incorporation, past audit papers, and director contact details. End clients can access their own branded portal to upload requested documents securely.

CA Statutory Workflows & SOPs

Pre-configured SOPs

Real operational stages for SPICe+ MCA incorporations, GST registrations, monthly GSTR-3B filings, and ITR tax computations. Structured with review gates before final portal filing.

GST Invoicing & Fee Recovery

Professional & Enterprise

Generate SAC 998231 compliant tax invoices with automated CGST, SGST, and IGST breakdowns. Embedded UPI QR codes and payment gateway links enable clients to settle fee bills immediately via WhatsApp.

Article Clerk Work & HRMS

Enterprise Plan

Assign preparation tickets with exact completion timestamps. Track attendance for in-office and on-site audit visits, manage examination leave cycles, and balance workloads across articles.

CA Practice Pricing FAQs

Can I manage multiple CA services from CoreBase?

Yes. CoreBase includes pre-built and customizable workflows for GST, ITR, MCA incorporation, ROC compliance, tax audit, and accounting retainers.

Can my article clerks have different permissions than partners?

Yes. Role-based permissions allow you to restrict articles to their assigned client tasks while keeping billing, receivables, and overall firm analytics accessible only to partners and managers.

Can I bring my existing client database?

Yes. CoreBase provides 1-click Excel/CSV import tools to migrate your existing client master records, CINs, GSTINs, and contact details in minutes.

Ready to digitise your CA firm?

Schedule a 15-minute walkthrough with a CA technology specialist. We will demonstrate how your firm can automate client intake, compliance workflows, and fee billing.