SmartCABuddy
Practice Management · Live

Run your whole practice from one calm workspace.

Clients, engagements, deadlines, fees, documents and your team — every moving part in one place, with the controls a growing firm actually needs.

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25+ features, one workspace
Role-based access you control
WhatsApp alerts on every job
Dashboard
82
Active
11
Overdue
₹2.4L
Collected
ITR/0041Anita VermaDue 2d
GST/0012Rohan MehtaIn review
ROC/0007Priya NairFiled
TDS/0022Vikram RaoAssigned
Clients & work

Every job, every client — one record.

Track each engagement by stage, assignee and due date across ITR, GST, audit, ROC and more — with a duplicate-warning so nothing's filed twice.

  • Filter by stage, category, assignee or ageing in a click
  • Priority badges surface what matters most
  • Office tasks for non-client work, side by side
Engagements
Active 127 Income Tax 75 GST 32 TDS 10
ITR/0041Anita Verma · Income TaxOverdue
GST/0012Rohan Mehta · GSTIn progress
AUD/0003Meera Iyer · AuditUnder review
ROC/0007Priya Nair · ROCFiled
Deadlines
35
Overdue
11
Due today
9
This week
ITR/0041Anita Verma · Income-tax returnOverdue 3d
TDS/0022Vikram Rao · 26QDue today
GST/0019Sunita Joshi · GSTR-3BIn 4 days
Never miss a date

Deadlines that don't slip.

Statutory and target dates live on every engagement and roll up into one ageing view — overdue, due today, this week. Click a row to jump straight to the work that resolves it.

  • One rule for "overdue" across the whole app
  • WhatsApp the moment work is assigned
  • Per-member workload, so nothing's dropped
Money, in full view

Know exactly what's billed and collected.

Owner-only dashboards bring receivables to life: collections trend, payment-mode split, ageing buckets and billed-vs-collected by category. Record receipts inline; a fee-check flags any job created without a fee.

  • Fix a wrong entry — edit mode, amount or void it
  • Outstanding by client, by age, at a glance
  • Money controls stay with the owner
Payments & Collections
Billed
₹6.9L
Collected
₹4.6L
Outstanding
₹2.3L
Collections trend
Payment mode
Active by category
Income Tax
56
Active
13 overdue
GST
26
Active
2 overdue
TDS
10
Active
9 overdue
Registration
9
Active
Net Worth
7
Active
ROC / MCA
3
Active
The whole firm at a glance

Your entire portfolio, by category.

Live counts and overdue flags across every service line — Income Tax, GST, TDS, ROC and more — colour-coded so the pressure points jump out the moment you sign in.

  • Drill from any tile into the exact work
  • Per-category billed vs collected
  • Workload split across your whole team
See it on your practice

Book a 20-minute demo. We'll set up your firm with you.

We're onboarding a handpicked group of CA firms — supported directly and shaped by your feedback.

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