CA practice management software for Indian firms.
CA Bundals runs the working week of a chartered accountant’s practice: due dates for every client, the papers you are still waiting for, partner sign-off, fees, and a portal your clients open on their phone.
The partner’s first screen: what is due, what is stuck with a client, what is waiting for a signature and what is unpaid.
What practice management software does in a CA office
It is the software that runs the office around the work. Accounting software keeps a client’s books. The government portals take the return. Practice management keeps track of everything in between: which client owes which filing and when, who in the office is doing it, what the client has still not sent, whether a partner has seen it, and whether it was billed and paid.
Most small firms in India hold this in an Excel sheet, a WhatsApp group and one senior person’s memory. It works until the client list grows, an article leaves, or two due dates land in the same week. CA Bundals puts the same information in one place, as 30 apps on one login, so a partner can see the whole practice on a Monday morning and a new article can see exactly what is theirs.
Ask a client once. The link does the chasing.
A document request is a checklist sent as a link. The client uploads from the phone with no password and no app to install. Reminders go out on the days you set and stop by themselves when the last paper arrives.
- The request is tied to the filing, so the filing shows Awaiting data until the client uploads
- Files are stored as sent, in a vault sorted by financial year
- Messages go from your firm’s own WhatsApp Business number; until you connect it, each message opens in WhatsApp on your phone, ready to send
Nothing goes out without a partner seeing it.
Work prepared by staff lands in a sign-off queue. The partner approves or sends it back, with the reason kept. You file on the government portal as you do today, then record the acknowledgement number and attach the PDF so the client can see it too.
- UDIN recorded against the sign-off, with an 18-character format check
- ARN and acknowledgement PDF kept on the filing
- Every approval is written to an audit log
Bill the work you did. Know who has not paid.
Finished work collects as unbilled work. Raise the invoice from it, add a challan you paid on the client’s behalf, and send a payment link. Fee ageing shows who is past 15, 30 and 45 days.
- Your own price list for every filing; the rates are yours to set
- Payment by UPI, card or netbanking through your firm’s own Razorpay account
- Unbilled work and realisation reports for the partners
Your clients get a portal with your firm’s name on it.
Clients sign in with a one-time code on the mobile number you hold for them. They see what is due, what you asked for, their filings with the acknowledgement, and their invoices.
- One owner with several businesses switches between them
- Consent, export and deletion requests are handled from a queue, in line with the DPDP Act
- Take a contact’s access away and their session ends on the next request
Before you try it
No. Nothing here connects to GSTN, TRACES, the income-tax portal or MCA. You file where you file today and record the result here. Where a file is needed, such as a payroll ECR, CA Bundals makes the file and you upload it.
Yes. Every new firm gets 14 days of all 30 apps, and after that there is a Free plan with limits. What each plan includes is on the pricing page.
Neither. One price covers the whole firm, up to the limits of the plan. The amounts are on the pricing page.
No. For clients whose books you keep, the Accounting app works alongside Tally through a small connector on your PC. Tally stays the source of truth.
No. Due dates, late fees, tax workings and invoices come from written rules and checks. One labelled helper can draft a reply to a notice for a partner to read and approve. It never sends anything by itself.
No. Most firms start with the calendar and the document requests for a few clients, then add billing and the other apps.
More on what CA Bundals does
Dates, thresholds, rates and late fees shown on this page are the product’s defaults for FY 2026-27. Verify each one against the current notification before you rely on it. The firm, staff and clients in the screens are demo data.
Run next month from one screen.
Every firm starts with 14 days of all 30 apps. No setup fee. Plans and limits are on the pricing page.