CA Firm Management Software for Modern Practices
Manage your practice with CA firm management software. Streamline CRM, client billing, and project tracking in one portal. Start your free trial today.
About CA Firm Management
CA Firm Management by Doffl provides chartered accountants and accounting practices with an organized cloud workspace. It centralizes client relationship management, recurring billing, statutory compliance tracking, and project assignments into a single secure platform.
Designed specifically for professional accounting workflows, this tool eliminates disorganized spreadsheets and fragmented communication. Practice leaders and staff can monitor filing deadlines, track billable time, and review client status updates from any browser.
Key features
- Client relationship management (CRM) for individual and corporate accounts
- Automated recurring invoicing and payment status tracking
- Project and task management organized by compliance deadlines
- Staff workload allocation and billable hours logging
- Centralized document records and client interaction logs
- Role-based access permissions for partners, associates, and staff
How to use CA Firm Management
- Sign up for an account and activate your free trial.
- Set up your firm profile, staff members, and permission levels.
- Import or add client records and ongoing engagements.
- Assign compliance tasks, tax filings, and projects to team members.
- Generate invoices and monitor operational performance from the dashboard.
Who is it for?
- Solo chartered accountants seeking to automate client billing and reminders
- Mid-sized accounting firms managing concurrent audit and tax filing deadlines
- Multi-partner practices requiring role-based access and centralized client histories
- Financial advisory teams tracking billable hours across multiple client accounts
Frequently asked questions
Is there a free trial available for CA Firm Management?
Yes, Doffl offers a free trial so you can evaluate the CRM, billing, and project management capabilities before selecting a paid subscription.
Can multiple staff members collaborate under one account?
Yes, the platform supports multi-user collaboration with customizable role permissions for partners, managers, and staff.
Does the software support recurring client invoicing?
Yes, you can generate one-time invoices or set up recurring billing schedules for ongoing retainer services.
Is client data stored securely in the cloud?
All client records, project files, and invoicing histories are securely saved to your authenticated account and backed up on cloud infrastructure.
Can I track regulatory and tax filing deadlines?
The project management module allows you to create tasks with specific statutory due dates, milestone dependencies, and team assignments.