Recurring work is never missed
Add each client's services once and the app builds the financial-year task list, so the recurring work is already there.
For Indian CA firms
Practice management software for your CA firm, on your own office computers.
It keeps client records, the compliance work due each year, reviews, expenses and GST invoices in one desktop app on your office network.
Runs on Windows. No cloud account, and no internet needed for day-to-day work.
What it does
The work that matters most in a CA practice.
Reviewed work is not lost
Tasks move through review and approval in the same place, so a partner can see what is finished and what is still open.
Nothing billable goes un-invoiced
Out-of-pocket expenses and completed work stay on the client record, ready to become a GST invoice.
Inside the app
The work your firm does every month, in one place.
- Client records and groups
- A library of recurring compliance services
- A one-click task calendar for the financial year
- Tasks with review and approval
- Out-of-pocket expenses
- GST invoices with a payment QR image
- A printable Tally-compatible export
- Document, DSC and UDIN registers
- An encrypted password vault for each client
- Roles that hide billing
- Automatic daily backups
- An office server that can run as a Windows service
How it works
Set up once. Then run the day from one task list.
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Install on one office computer
The installer goes on one office computer, which becomes the office server. The desktop apps on the other computers find it over the office network.
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Add clients and their recurring services
Pick each client's services from the library. Then build the task calendar for the financial year in one click.
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Open the task list every morning
The team works from one list. Finished work goes to a reviewer, and approved work is ready to be billed.
The office computers talk to each other over your own office network. Nothing in the app needs the internet.
Your client data stays in your office
Indicus CA PMS is run by your firm, not by a cloud service. Client records and documents are kept on your own computers.
Read the privacy notice- Data lives on the office server computer. Client records, registers and invoices are stored on the firm's own computer.
- Backups stay with you. A backup runs every day on its own, and the backup files are kept by the firm.
- No cloud account. The app does not need the internet to work, and nothing is held for you on a website.
Who it is for
CA firms and the people who work in them: partners, managers and the team that does the work every day. It fits a firm that works from one office on its own network.
Request the installer
Write to us. The team will arrange a short call, then send you the installer.
The installer is not signed yet, so Windows may show a warning. We will walk you through it before you install.
Request the installer
Or write to support.pms@indicus.si.