Saturday, November 14, 2026 4,523 lists 78,992 records on file
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CAPortal

Plans and prices

Starter

₹799a month

up to 30 clients · Document portal · WhatsApp reminders · Filing status tracker

Pro

₹1,799a month

up to 100 clients · Everything in Starter · Draft return approval flow · Fee invoicing + UPI payments

Firm

₹3,499a month

unlimited clients · Everything in Pro · Multi-CA staff accounts · Custom branding & white-label

Every plan, in full

On the record

Acknowledgment records
The acknowledgment tracker stores ITR-V acknowledgment numbers, GST ARNs, and TDS references per client.caportal.co · read 14 Nov 2026
Balance sheet
The balance sheet builder auto-tallies and can export a T-account-format PDF.caportal.co · read 14 Nov 2026
Billing and payments
The portal supports fee invoices and client payments via UPI or card.caportal.co · read 14 Nov 2026
Client document collection
Clients can upload requested records through a private portal link without an app or login.caportal.co · read 14 Nov 2026
Deadlines
The deadline calendar covers ITR, GST, TDS, and Advance Tax dates, with alerts seven days before deadlines.caportal.co · read 14 Nov 2026
Filing workflow
The product provides a seven-stage filing pipeline from waiting for documents through acknowledgment receipt.caportal.co · read 14 Nov 2026
Purpose
CAPortal is practice-management software for Indian Chartered Accountants.caportal.co · read 14 Nov 2026
Reminders
Users can prepare client WhatsApp reminders with missing-document details and a portal link.caportal.co · read 14 Nov 2026
Target users
CAPortal says it is built exclusively for Indian CAs.caportal.co · read 14 Nov 2026
Tax computation
The tax computation sheet covers FY 2025-26, both tax regimes, income heads, deductions, and an advance-tax schedule.caportal.co · read 14 Nov 2026
Trial
The product offers a 14-day free trial without requiring a credit card.caportal.co · read 14 Nov 2026

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