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On the recordRead 14 Nov 202611 facts
CAPortal
Plans and prices
Starter
₹799a month
up to 30 clients · Document portal · WhatsApp reminders · Filing status tracker
Read 14 Nov 2026 · caportal.co
Pro
₹1,799a month
up to 100 clients · Everything in Starter · Draft return approval flow · Fee invoicing + UPI payments
Read 14 Nov 2026 · caportal.co
Firm
₹3,499a month
unlimited clients · Everything in Pro · Multi-CA staff accounts · Custom branding & white-label
Read 14 Nov 2026 · caportal.co
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