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FirmSaathi
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Built for Indian CA firms · English and Hindi

Run your CA firm on one screen.

Compliance tasks with due dates that update themselves, GST status from the portal, client documents by link, WhatsApp reminders and billing, for the whole team.

No card needed. Your data is hosted in India.

FirmSaathi task board: returns for each client by status, with due dates, overdue flags and late fees

What you won't find in most CA software

Due dates kept for you

One central due-date master. Extensions are checked twice and applied to your tasks.

GSTR-2B reconciliation

Purchase register against 2B in minutes, with the differences ready to send.

Bank statement → Tally

Turn bank statement PDFs into Tally vouchers (add-on).

Notice tracker

Every income-tax and GST notice with its reply date, so none goes unanswered.

Encrypted vault

Client portal logins encrypted field by field, with every view logged.

Hindi

The app and the client portal in English and Hindi.

Your clients' data stays safe

Hosted in India, each firm isolated at the database level, credentials encrypted field by field, two-factor sign-in for every user, and backups we restore-test.

How we protect data

Simple yearly pricing

Prices per year, before GST. Every plan starts with a 30-day free trial.

Solo

₹800/ year + GST

2 users

1 CA + 1 staff: clients, services, tasks, documents, dashboard, billing.

Firm

₹5,000/ year + GST

Up to 10 users

Up to 10 users. Adds WhatsApp, GST sync, registers, client portal, online payments.

Growth

Recommended

₹12,000/ year + GST

Up to 25 users

Up to 25 users, bigger allowances, attendance and leave, reports & MIS, leads pipeline, priority support.

Compare plans and add-ons →

Questions CAs ask us

How long is the free trial?
30 days with every feature of the Firm plan, and no card needed. Your data stays if you choose a plan.
Are prices with or without GST?
Prices are per year, before GST. We issue a GST invoice for every payment.
How do we pay?
Online through Razorpay: UPI, cards or net banking. Plans are paid yearly and don't renew automatically.
Where is our data kept, and is it safe?
The app and database run in India. Each firm's data is isolated at the database level, credentials are encrypted, and two-factor sign-in is available for every user.
Can we move our client list from Excel?
Yes. Import clients from a spreadsheet; FirmSaathi checks PANs and GSTINs as they come in.
Can we cancel?
Yes, any time: just don't renew. The owner can export all firm data whenever they like. See the refund policy for details.

See your firm on one screen

30-day free trial of the Firm plan. No card needed.