Complete Portfolio & Compliance ManagementFor Modern Chartered Accountants
Manage profiles, filing schedules, versioned documents, bank statements, and trigger pluggable AI analysis in a single, high-security portal.
Onboarding Lookup
Associate clients securely via unique CA IDs or email invitation links. Verify taxpayer identities with PAN details.
Secure File Vault
Local directory storage with background backups to Cloudflare R2 bucket. Access control strictly enforced via roles.
Agnostic AI Engines
Analyze client bank statements and summarize ITR returns dynamically using Gemini or OpenAI models.
Pricing
Pricing is based on the number of clients managed by each Chartered Accountant. Select the package that fits your firm.
Securing CA-Client Communications & Analytics
CA Portal was built to fill the security and operational gaps modern Chartered Accountant firms face today. By integrating client verification checks, file storage logs, and agnostic AI reporting pipelines, we enable firms to transition away from fragmented spreadsheets into a structured, unified, and compliant workspace.
Every file upload is mapped, scanned for compliance vulnerabilities, and backed up in real time. We ensure absolute audit integrity so you can focus on building client trust.
Enterprise Grade Architecture
Encrypted at rest, backed up to multi-region cloud buckets, and protected under rigid role hierarchies.
Contact Our Offices
Have questions about our security frameworks, plans, or enterprise customization features? Drop us a message, and our product team will connect shortly.