SaaS
CA-PMS — Practice Management for Chartered Accountants
A multi-tenant practice management system for Chartered Accountant firms in Bangladesh to manage clients, compliance deadlines, assignments, documents, billing and staff in one place.
- Industry
- Accounting & audit
- Category
- SaaS
Overview
Each CA firm registers its own workspace. Partners get a dashboard of clients, work due this week, overdue tasks, upcoming filing deadlines and outstanding balances in BDT.
The Challenge
Chartered Accountant firms handle many clients with different VAT, tax and audit deadlines. Tracking them in spreadsheets, email and paper files makes it hard to see what is due, who is working on it and what hasn't been billed.
Our Solution
A multi-tenant web app where every firm has its own workspace, with modules for clients, a compliance calendar, assignments, documents, billing and staff, and a partner dashboard that surfaces deadlines, overdue work and receivables.
- Multi-tenant: each firm registers its own workspace
- Client records and document management
- Compliance calendar for VAT return, audit report and other deadlines
- Assignments with status, due-this-week and overdue tracking
- Billing with outstanding receivables in BDT
- Staff management and firm settings
Have a similar system in mind?
Tell us how your business works and we'll plan the system, timeline and budget with you.