Run your CA firm
like a modern SaaS business
Clients, GST returns, compliance tracking, penalty prediction, team workflows, and multi-tenant security — all in one platform.
Everything your firm needs
From client onboarding to GST filing and tax notice tracking — manage it all in one place.
Store full client profiles with PAN, GSTIN, documents, and communication history. Firm-level security isolation.
Track GSTR-1, GSTR-3B, GSTR-9 filings with workflow states: Draft, Prepared, Reviewed, Approved, Filed.
Match your Purchase Book against Government GSTR-2B data. Identify mismatches and missing ITC instantly.
Auto-calculate late filing penalties for GST, TDS, and ITR. Configurable rates per return type by firm admin.
Log official notices, assign to team members, track reply deadlines, and manage status workflows end-to-end.
Built-in Email (SMTP) and WhatsApp (Twilio) integrations. Send reminders, returns status, and documents to clients.
What firms say about us
"Fast onboarding and clean UI. We created our firm with OTP in minutes and started managing clients immediately."
"Documents are finally organized. Upload, edit, download, delete — everything in one place per client. The GSTR-2B recon is a game changer."
Ready to modernize your practice?
Join hundreds of CA firms using ProTax Manager to streamline client management, GST compliance, and team collaboration.