CA Assist
CA Assist: Broad compliance and client workflows, with plans starting at ₹2,499 per month. Ranked #10 of 18 in CA Office Management Software by our editors (6.9/10); pricing: From ₹2,499/mo · 14-day trial; best for CA firms needing compliance and client controls.
At a glance
- Editor score6.9 / 10
- PricingFrom ₹2,499/mo · 14-day trial
- Best forCA firms needing compliance and client controls
- Free planNo
- Task & deadline trackingYes
- Facts checked24 Sep 2026
Where it wins
- Tracks GST, ITR, TDS, ROC/MCA, and PF/ESI compliance
- Combines a tax calendar with client and task management
- Higher plans add portal, e-signature, billing, payroll, and automation
Where it doesn't
- No free plan; monthly plans start at ₹2,499 plus 18% GST
- Client portal, e-signature, and payroll require Professional
- Mobile apps are described as launching soon, so availability is unclear
Our verdict on CA Assist
CA Assist brings compliance tracking and practice workflows together for Indian Chartered Accountants and tax firms. It covers GST, ITR, TDS, ROC/MCA, and PF/ESI, with a unified tax calendar for due dates and reminders. Client and task management includes assignments and approvals, while the broader feature set includes document storage, a CRM lead pipeline, billing, invoicing, payroll, reporting, and workflow automation. Firms that want a single system spanning compliance and client administration may find its scope useful; firms seeking only a narrow deadline tracker may not need the full range.
According to the vendor's pricing page, all plans are paid monthly and prices include 18% GST. Starter costs ₹2,499 per month and includes all compliance engines plus web and mobile access. Professional costs ₹4,499 per month and adds a client portal, e-signature, payroll, billing, CRM, approvals, and an audit trail. Enterprise costs ₹9,999 per month and adds multi-company and branch support, a white-label domain, automation, a workflow builder, and admin tools. A 14-day trial is offered without a card requirement. Plans are priced by firm and have client, staff-seat, and storage limits, so buyers should compare those limits with their operating needs.
Platform details call for some care: the product is described for web, iOS, and Android, but the vendor also says the native mobile apps are launching soon, making current availability unclear. Security controls include role-based access, two-factor authentication, and an audit trail; support is listed through email. CA Assist is a better fit for firms that value linked compliance, client portal, billing, and approval workflows than for those prioritizing confirmed native mobile access or minimal-cost software. Solo through enterprise firms are listed as fits, but the higher starting price and plan-based limits make evaluating the right tier important.
CA Assist pricing
All 3 CA Assist plans and prices →
CA Assist fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client limit | 50 |
| Task & deadline tracking | Yes |
| Document management | Yes |
| Client portal | Yes |
| Billing & invoicing | Yes |
| Mobile app | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | 2FA |
| Support | |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Pricing | From ₹2,499/mo · 14-day trial (source) |
| Website | caassists.com |
| Facts checked | 24 Sep 2026 |
Alternatives to CA Assist
- Zoho PracticeA free-to-start, web-based suite covering client work, documents, billing and workpapers.9.8
- TaxDomeA broad practice-management hub covering client work, documents, workflows, billing, and capacity.8.2
- KarbonKarbon connects accounting-firm workflows, client work and billing in one cloud platform.7.9
See all CA Assist alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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