CA Office — Your CA Practice, Fully Digital in One Place

What is CA Office?

CA Office is a practice management platform built by Digit Sparx specifically for Indian chartered accountant firms. It brings clients, company incorporations, statutory compliance, documents, staff tasks and billing into a single secure workspace, so partners always know what is pending, who is working on it and what has been billed. Instead of tracking due dates in spreadsheets, chasing documents on WhatsApp and searching email threads for approvals, your entire office runs from one dashboard that works on desktop and mobile.

Key features

• Client CRM and secure client portal — every client profile, contact, PAN/GST details and history in one place, with a portal where clients upload documents and track their work.
• Incorporation workflow from lead to completion — manage Pvt Ltd, LLP, partnership and other registrations through clear stages, checklists and status updates.
• Compliance calendar with reminders — GST, TDS, ROC, income tax and other due dates mapped per client, with automatic reminders so filings are never missed.
• Document management — organised client folders with role-based access, instead of scattered email attachments and personal drives.
• Task assignment and review — managers assign work to staff, set deadlines, review output and see team workload at a glance.
• GST invoicing and payment tracking — raise GST-compliant invoices, record receipts and follow up on outstanding fees.
• Role-based access — separate logins for Super Admin, CA / Firm Admin, Manager, Staff and Client, each seeing only what they need.

Who is it for?

CA Office suits solo practitioners who want to look more professional, growing firms that are adding staff and clients every month, and multi-partner practices that need clear accountability across teams. It is equally useful for tax consultants, company secretaries and compliance service providers who manage recurring filings for many clients.

Why firms choose Digit Sparx

CA Office is built and supported by the same team that develops CRM, HRMS, ERP and hospital software for businesses across India. It can be deployed on our cloud or on your own server, customised with your firm’s name and logo, and extended with features such as WhatsApp reminders, payment gateway links or integration with your existing tools. Explore the live demo with any role, then talk to us for a guided walkthrough and pricing for your firm size.

Frequently asked questions

Is there a free demo of CA Office?

Yes. Open the live demo and click any of the demo logins shown on the login page — Super Admin, CA / Firm Admin, Manager, Staff or Client. The demo data resets every night, so feel free to explore.

Can my clients log in to CA Office?

Yes. Each client can get a secure client portal login to upload documents, view the status of their work and see invoices, which reduces follow-up calls and messages.

Does it support GST invoicing?

Yes. You can create GST-compliant invoices for your professional fees, record payments received and track outstanding amounts per client.

Can CA Office be customised for my firm?

Yes. We can add your branding and domain, adjust services and workflows, migrate existing client data and add integrations such as WhatsApp reminders or payment links.

Is our data secure?

Access is role-based, so staff and clients only see what they are permitted to. The software can be hosted on secure cloud infrastructure or on your own server if you prefer full control.