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.