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On the recordRead 14 Nov 202613 facts
CA Assist
Plans and prices
Starter
₹2,499a month, billed yearly
Up to 50 clients · 1 staff seat · 250 MB storage · All compliance engines
Read 14 Nov 2026 · caassists.com
Professional
₹4,499a month, billed yearly
Up to 100 clients · 3 staff seats · 500 MB storage · Client portal, e-signature, payroll
Read 14 Nov 2026 · caassists.com
Enterprise
₹9,999a month, billed yearly
Up to 200 clients · 10 staff seats · 1 GB storage · Multi-company, branches, white-label domain
Read 14 Nov 2026 · caassists.com
On the record
- Backup
- The product offers per-firm backup and restore.caassists.com · read 14 Nov 2026
- Client collaboration
- Client-facing tools include a branded portal, e-signatures, WhatsApp and SMS notifications, email, and in-app chat.caassists.com · read 14 Nov 2026
- Compliance
- It covers GST, GST e-Invoice, ITR, TDS, ROC/MCA, PF/ESI and advance tax workflows.caassists.com · read 14 Nov 2026
- CRM
- The built-in CRM supports a visual six-stage lead pipeline and one-click conversion of a won lead into a client record.caassists.com · read 14 Nov 2026
- Filing limitation
- CA Assist organizes and tracks filing obligations but complements rather than replaces government filing portals.caassists.com · read 14 Nov 2026
- Mobile
- A native iOS and Android app is described, although the site says it is launching soon.caassists.com · read 14 Nov 2026
- Overage charges
- Additional clients cost ₹250 per 10 clients and additional storage costs ₹250 per 100 MB per month, billed automatically.caassists.com · read 14 Nov 2026
- Pricing inclusions
- Each plan includes all compliance engines, web and mobile access, and unlimited returns; listed prices include 18% GST.caassists.com · read 14 Nov 2026
- Product
- CA Assist is a practice-management platform for Chartered Accountants and tax firms, combining compliance tracking, client and task management, billing, payroll and a client portal.caassists.com · read 14 Nov 2026
- Security
- Security features described include per-firm data isolation, two-factor authentication, role-based access, encrypted storage and an audit trail.caassists.com · read 14 Nov 2026
- Tax calendar
- A unified tax calendar tracks statutory due dates and provides automated reminders.caassists.com · read 14 Nov 2026
- Trial
- The site advertises a 14-day free trial and says no credit card is required.caassists.com · read 14 Nov 2026
- Workflow tools
- Bulk operations, workflow automation and reusable document templates are included.caassists.com · read 14 Nov 2026
