ManageFirm

ManageFirm is a compliance and accounting workspace built for Chartered Accountant (CA) and Company Secretary (CS) firms and their clients in India. Manage your entire practice — clients, tasks, documents, and billing — in one secure place.

Designed for firms that handle GST, TDS, ITR, ROC, and audit work, ManageFirm keeps your team organised and your clients in the loop.

WHAT YOU CAN DO
- Dashboard: see active, pending, completed, and overdue work at a glance
- Client management: onboard clients, track status, and keep records organised
- Team management: add employees and assign work
- Tasks: create one-off and recurring compliance tasks with deadlines
- Documents: a structured workspace plus a secure client upload portal
- Billing: create invoices, record payments, and track pending dues
- Reports: monitor compliance, tasks, clients, and revenue
- Notifications: stay updated on document requests and client activity

FOR CLIENTS
Clients get their own simple portal to view tasks, upload requested documents, and check invoices — making collaboration with your firm fast and paperless.

SECURITY & PRIVACY
Your data is encrypted in transit and protected with role-based access. You can permanently delete your account and data anytime from Settings.

ManageFirm helps CA and CS firms save time, reduce manual follow-ups, and stay compliant.