SmartCABuddy

The SmartCABuddy suite

One family of tools.
Pick where you work.

The flagship · for CA firms

Your entire practice, on one calm screen.

SmartCABuddy Practice — clients, engagements, deadlines, fees, documents, team & reports. Built by practising professionals, for India.

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25+ featuresAll live today
WhatsApp alertsOn every assignment
Owner-only feesYou control who sees
14 days free5 users · no card

More tools for professionals are on the way — request a module →

💡 Are you a CA? Recommend SmartCABuddy POS to your clients — their books arrive GSTR-1-ready and Tally-ready.

SmartCABuddy POS

Live

GST billing & inventory for shops and MSMEs — barcode billing (even by phone camera), GST-perfect invoices, live stock, khata statements, GSTR-1 & Tally, with owner controls that lock prices and cap discounts on every bill.

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SilaiBuddy

Live

Boutique & tailoring studio management — orders, measurements, workflow and billing for fashion businesses.

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Practice Management · Now live

Run your entire practice from one calm workspace.

Clients, engagements, deadlines, fees, documents, reports and your whole team — 25+ tools in one workspace, with automatic WhatsApp alerts and access controls you configure yourself. Purpose-built for Chartered Accountants.

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14 days free · no card needed · set up in a minute.

25+Features, one workspace
6Areas of your firm covered
Your rulesPer-role access control
WhatsAppInstant alerts on every job

Everything in one place · Powerful by design

A real practice runs on more than three features.

So does SmartCABuddy. Clients, engagements, deadlines, money, documents, reports and your whole team — your entire firm in one workspace. And you decide exactly what each role can touch.

You set the rules · configurable permissions per role Owner-only money · fees & reports stay yours Made in India · for Indian CA firms

Everything your firm runs, in one place

features
Clients Client master Every client with entity type, PAN/GST and contacts — one searchable record.
Engagements A job for every service One engagement per client per year — ITR, GST, audit, ROC, TDS, accounting and more.
Workflow Stage tracking Move every job through clear stages — see exactly what's where, at a glance.
Priority Priority levels Urgent, High and Low badges so the work that matters rises to the top.
Safeguard Duplicate-job warning A heads-up before the same engagement is created twice.
Office Internal office tasks Admin, HR, IT and other non-client work, tracked beside client jobs.
Deadlines Deadlines & ageing Due dates on every job, rolled into an ageing view so nothing slips.
Personal My Tasks tray Each team member's own jobs, with category flashcards, on one screen.
Fees Due vs Received See billed and collected on every client and engagement, instantly.
Payments Inline payment entry Record a receipt against a job without ever leaving the screen.
Control Fee-check Flags any job created without a fee — close the leak before you close the job.
Insight Payment analytics Collections by category, by stage, pending and unbilled — owner-only.
Tracking Collections & pending Know what's outstanding, from which client, at any moment.
Roles Five clear roles Owner, Admin, Manager, Team Member and Trainee — clean lines from day one.
★ Unique Control Configurable permissions You decide what each role can do, from a simple checkbox panel. No two firms run the same.
Assign Assign & reassign Hand work to the right person in two clicks; ownership is always clear.
Alerts Instant WhatsApp alerts The moment a job is assigned, that team member gets a WhatsApp.
Trainee Trainee mode Lock juniors to just their own tasks — no client master, no fees.
Workload Workload report Who's carrying what, across the whole team.
Ageing Ageing report Spot long-running and overdue work before it becomes a problem.
Collection Stage-wise collection Money expected and received at each stage of the pipeline.
Revenue Revenue report Billed vs collected, FY KPIs, monthly trend and your top clients.
Export One-click Excel export Take any view to a spreadsheet whenever you need it.
Documents Secure document vault Store every file against its client or job, safely.
Sharing Expiring share links Share a single document with a link that expires on your terms.
Onboarding Bulk client import Bring your whole client list in from a spreadsheet in seconds.
Security Multi-tenant isolation Your firm's data is walled off — 256-bit, org-code isolated, JWT sessions.
Audit Full activity trail Every change logged with who and when — accountability built in.

Every feature above is live today — not a roadmap. One workspace, built for the way a CA firm actually runs.

Enterprise-grade security, built in from day one.

256-bit Encryption at rest & in transit
99.9% Uptime target
100% Tenant data isolated

Simple, per-user pricing

Pay for the seats you use. Nothing you don't.

Every plan includes all 25+ features — engagements, deadlines, fees, documents, reports, team chat, TA/DA and configurable permissions. Plans differ only by team size.

Inaugural launch offer · 30% off every plan
Starter
₹224
per user / month + 18% GST
₹320  Save 30%
For 2–5 users · solo & small firms

Get your whole practice on one screen — every engagement, deadline and fee tracked from day one.

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Most popular
Professional
₹189
per user / month + 18% GST
₹270  Save 30%
For 6–15 users · growing teams

Everything in Starter, sized for a busy office — keep managers, staff and trainees moving in sync.

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Enterprise
₹154
per user / month + 18% GST
₹220  Save 30%
For 16–30 users · large practices

The best per-seat rate for bigger firms, with the same full feature set and your own access rules.

Start free trial →

14-day free trial on every plan — no card needed.  Billed monthly or save ~50% on annual.
More than 30 users or need a corporate plan? Talk to us →

Also from SmartCABuddy

Not a CA firm? We build for businesses too.

The same India-first care — GST billing, inventory and studio management for MSMEs. One family of tools, each on its own secure workspace.

SmartCABuddy POS

Live

GST billing & inventory for shops — barcode billing by phone camera, live stock, khata, GSTR-1 & Tally export. 14-day free trial.

Start free trial → Sign in

SilaiBuddy

Live

Boutique & tailoring studio management — orders, measurements, workflow and billing.

Explore → Sign in

Get started in a minute

Set up your firm today. Run your first engagement before lunch.

Start a free 14-day trial — no card needed. Create your firm, invite your team, and see your whole practice on one screen. Prefer a walkthrough? Message us on WhatsApp and we'll set you up.

Start your free trial Book a demo