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AI-Powered Productivity for Chartered Accountants

Streamline tasks, automate reminders, and boost productivity with the ultimate Chrome extension designed exclusively for finance professionals.

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CA PRO Dashboard

Pending Tasks 12
Due Today 3
Recent Alerts
GST Filing - ABC Corp Due in 2 days
TDS Payment - XYZ Ltd Due tomorrow

Tax Deadline Reminder

Automated alerts

Performance Analytics

Real-time insights

Task Automation

Smart scheduling

AI Assistant

24/7 support
Powerful Features

Everything You Need in One Toolkit

Designed by CAs for CAs - streamline your daily workflow with AI-powered automation

AI-Powered

AI Task Assistant

Intelligent scheduled task prioritization and automated follow‑ups using machine learning.

  • Smart deadline tracking for every client & task. Never fail a deadline again.
  • Automated compliance & reminder emails. Reminder directly sent to your registered email.
  • Priority‑based scheduling for CAs & staff. Stop using excel for task management again.
  • Kanban board workflow (Pending / Working / Done) with quick status updates
  • Delay reason logging + last-delay history for each client/task
  • Document requests tracking (requested / received / pending) per client
  • Today Control view: focus list for what must be done today
Real-time

Practice Analytics

Live dashboards showing firm‑wise stats, task load, and team performance.

  • Firm‑wise and employee‑wise KPIs
  • Collection & revenue tracking by firm
  • Client‑wise work & profitability insights
  • Employee-wise work & profitability insights
  • Employee productivity dashboard (task load + performance insights)
  • Delay trend analytics: top reasons causing delays this month/quarter
Automated

Compliance Automation

Track every due date and filing status, with direct email reminders to clients.

  • Automated GST / TDS / ROC reminders
  • Client‑wise compliance tracker
  • One‑click email follow‑ups
  • Track every due date and filing status on your extension popup as well.
  • Tax document collection update for each client.
  • Reminder templates + copy-ready messages for faster follow-ups
99% Accuracy

AI Audit Scanner

Smart AI engine to scan data with 99% accuracy and highlight risk areas.

  • Standard‑wise & procedure‑wise checks
  • Auto‑flag anomalies & control gaps
  • Detailed audit notes & working papers
  • Structured findings grouped by High / Medium / Low priority
Team Focused

Firm & Team Management

Central place to manage firms, partners, and employees with full visibility.

  • Firm‑wise collections & owner overview
  • Employee task tracking & performance
  • Role‑based admin & super‑admin controls
  • User management: add staff, view members, role badges
  • Activity visibility: who did what (admin-level actions)
Bank-Level

Bank-Level Security

Secure backend with OTP, JWT, and encrypted data for all firm and client info.

  • OTP‑based login & secure sessions
  • Encrypted client & firm records
  • Admin audit logs for every action
  • JWT sessions + logout sync across extension and admin panel
  • Firm-bound access checks (role-based endpoints & validations)

Ready to transform your practice?

Start your 42-hour free trial today

Start Free Trial
Simple Setup

Get Started in 3 Easy Steps

Setup takes less than 5 minutes - no technical skills required

1

Install Extension

Add CA PRO Toolkit from Chrome Web Store with one click. No complicated setup required.

One-click installation
Auto-updates included
2

Connect Accounts

Link your accounting software and import existing data securely in minutes.

Secure OAuth integration
Auto-data migration
3

Start Automating

Configure workflows and watch productivity soar with AI-powered automation.

Pre-built templates
Smart AI suggestions

See it in action

Watch our 2-minute demo video to see how CA PRO Toolkit transforms your workflow.

Live demo walkthrough
Trusted by Professionals

Trusted by Leading CAs

See what professionals say about our toolkit

"Reduced compliance time by 70%. The automated reminders alone saved us 15 hours per week. Our team is more productive and stress-free."

CA Rahul Sharma

CA Rahul Sharma

Partner, Sharma & Associates

Verified User
15 hrs/week saved
70% faster

"The analytics dashboard transformed how we track practice performance. Revenue increased by 35% in 6 months. Best investment we ever made."

CA Priya Patel

CA Priya Patel

Director, Patel Financial Services

Verified User
35% revenue growth
Top performer

"Client satisfaction scores went from 78% to 96% after implementing the toolkit. The AI audit scanner has been a game-changer for our audit team."

CA Anil Gupta

CA Anil Gupta

CEO, Gupta & Co.

Verified User
96% satisfaction
AI powered

"The Document Requests module stopped constant follow-ups. Now we know exactly what’s pending from each client, and my team closes filings faster."

CA Neha Verma

CA Neha Verma

Proprietor, Verma Tax Solutions

Verified User
Fewer follow-ups
Faster closures

"The Today Control view is my daily command center. I can see pending docs, due dates, and team workload instantly—no more spreadsheet chaos."

CA Arjun Mehta

CA Arjun Mehta

Manager, Mehta & Partners

Verified User
Clear priorities
Better delegation

"Our internal review quality improved because tasks are documented with delay reasons and statuses. Audits feel structured and trackable."

CA Suresh Iyer

CA Suresh Iyer

Audit Lead, Iyer & Co.

Verified User
Stronger audit trail
More consistency

"Onboarding new staff used to take days. With the Join Code system and role-based access, it now takes minutes. Everyone knows their tasks right away."

CA Sunita Desai

CA Sunita Desai

Senior Partner, Desai & Co.

Verified User
Instant onboarding
Role-based access

"The habitual late clients list changed how we chase documents. Copying ready-made reminder messages to WhatsApp saves so much typing every single day."

CA Vikram Joshi

CA Vikram Joshi

Proprietor, Joshi Tax Consultants

Verified User
One-click reminders
Risk list

"Compliance Assistant highlights critical tasks automatically. Now I never miss a deadline, and my team knows exactly what's high-priority each morning."

CA Meera Kapoor

CA Meera Kapoor

Founder, Kapoor Accounting

Verified User
Smart priorities
Never miss deadline
Before & After

From Chaos to Control

See how CA PRO Toolkit transforms daily practice management

Without CA PRO Toolkit
Stressed Chartered Accountant
Manual & Stressful

Manual Deadline Tracking

Excel sheets, sticky notes, and calendar reminders scattered everywhere. Missed deadlines are common.

Manual Client Follow-ups

Hours spent drafting individual reminder emails. No tracking of who responded or what's pending.

Manual Audit Reviews

Days spent manually reviewing documents. Human errors lead to overlooked compliance gaps.

Unclear Task Ownership

"Who's handling this client?" confusion leads to duplicated work or important tasks falling through cracks.

With CA PRO Toolkit

Professional & Organized

AI-powered workflow automation

Automated & Efficient

Automated Deadline Tracking

AI tracks every GST, TDS, and ROC date. Automated reminders sent 7, 3, and 1 day before due dates.

Smart Client Follow-ups

One-click reminder emails with tracking. Know exactly which clients responded and which need follow-up.

AI-Powered Audit Reviews

99% accurate AI scanner flags anomalies in minutes. Focus on analysis, not manual review.

Clear Task Ownership

Every task assigned to specific team members with deadlines. Real-time progress tracking.

Ready to switch from chaos to control?

Join 20+ Firm's CAs who transformed their practice

View Pricing Plans
Choose Your Plan

Choose Your Productivity Plan

Start free, upgrade as you grow. All plans include core features.

Monthly Annual Save 20%

Starter

0 /month

Perfect for solo CA / practitioner

  • AI-assisted audit scan (extension)
  • Audit scan history
  • Basic compliance reminders
  • Email reminder notifications (Gmail)
  • Daily “Today Control” view (today’s due/pending overview)
  • Simple task tracking (view-only board / basic)
  • Basic document request tracking (create + view requests)
  • In-extension due/pending overview
  • Basic filing status tracking

Enterprise

1,999 /month

For large CA firms & partnerships

  • Everything in Professional, plus:
  • Unlimited team members
  • Custom workflows & automation
  • Dedicated onboarding & rollout support
  • Dedicated account manager
  • Custom API integration
  • 24/7 priority support
  • Firm-wide advanced reporting (collections/owner view)
  • Advanced security & audit logs

Frequently Asked Questions

Is there a free trial?

Yes! All paid plans come with a 42-hour free trial. No credit card required to start your trial.

Can I cancel anytime?

Absolutely. You can cancel your subscription anytime before 72 hours by contacting developer. No questions asked.(T&C applied)

Is my data secure?

Yes, we use bank-level security with OTP authentication, JWT tokens, and encrypted data storage.Whatever extra data we collect is easily manageable by users and can be deleted any time.

Do you offer refunds?

Yes, we offer a 3-day money-back guarantee on all annual plans. Monthly plans can be canceled before 72 hours.(T&C applied)

Start Your Productivity Journey Today

Join 20+ Firm's Chartered Accountants who transformed their practice with AI-powered automation

42-Hour

Free Trial

Bank-Level

Security

24/7

Support

Install Free Trial Now

Your data is encrypted & secure. GDPR compliant.