For CA Firms

Scale YourPractice

Manage multiple clients with ease. Bulk filings, team collaboration, and professional reports — everything you need to grow your practice.

Multi-client management for CA firms

The Challenge

Growing your practice shouldn't mean drowning in admin work.

Multiple Clients, Multiple Systems

Managing different clients across various tools and spreadsheets leads to inefficiency and errors.

Bulk Filings Are Time-Consuming

Generating TDS returns, Form 16, and GST data for dozens of clients manually takes forever.

Team Coordination Is Difficult

Knowing who's working on what, tracking progress, and maintaining quality across the team is challenging.

How We Help

Built specifically for CA practice management

Multi-Client Dashboard

Switch between clients instantly. See compliance status, pending tasks, and deadlines for all clients at a glance.

Bulk TDS/GST Processing

Generate Form 16, Form 24Q, and GST reports for multiple clients with just a few clicks.

Team Access Management

Assign team members to specific clients. Control who can view, edit, or approve for each client.

Client-Specific Audit Trails

Complete activity logs per client. Know exactly who did what and when for compliance and accountability.

White-Label Reports

Generate professional reports with your firm's branding. Impress clients with polished deliverables.

Deadline Tracking Across Clients

Never miss a deadline. See upcoming due dates for all clients in one unified calendar.

Everything You Need to Manage Clients

Unlimited client companies under one account
Quick client switching from any page
Bulk Form 16 generation across clients
Bulk Form 24Q preparation
Team member assignment per client
Role-based permissions (view/edit/approve)
Activity logs and audit trails
Client-wise billing and time tracking
Managing 40+ clients used to mean chaos during tax season. With prorganizer, my team switches between clients in seconds, and bulk Form 16 generation saves us days every quarter. Our productivity has doubled.

CA Priya Sharma

Partner, Sharma & Associates

* Placeholder testimonial. Real customer stories coming soon.

Ready to scale your practice?

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