CAPortal
CAPortal: A filing-focused cloud portal for document collection, deadlines and client payments. Ranked #11 of 18 in CA Office Management Software by our editors (6.9/10); pricing: From ₹799/mo · 14-day trial; best for small practices focused on filing and client collection.
At a glance
- Editor score6.9 / 10
- PricingFrom ₹799/mo · 14-day trial
- Best forSmall practices focused on filing and client collection
- Free planNo
- Task & deadline trackingYes
- Facts checked24 Sep 2026
Where it wins
- Private portal links collect client documents without an app install.
- WhatsApp reminders and tax deadlines support filing follow-up.
- Invoicing, UPI/card payments and filing-status tracking are included.
Where it doesn't
- Starter is limited to 30 clients.
- The product is cloud-based, with no dedicated mobile app listed.
- Email is the only listed support channel.
Our verdict on CAPortal
CAPortal is cloud practice-management software for Indian Chartered Accountant firms, with tools for client document collection, tax deadlines and filing workflows. Its client-facing portal uses private links, and clients can upload documents from a phone browser without installing an app. The product also covers ITR, GST, TDS and advance-tax deadlines, fee collection, tax computation and acknowledgment tracking. That makes it a fit for small practices that want filing and client collection in one workflow, rather than a tool focused only on bookkeeping or billing.
The Starter plan costs ₹799 per month and includes the document portal, WhatsApp reminders, filing-status tracking, an ITR/GST deadline calendar and email support. It has a 30-client limit. A 14-day trial is available without a card requirement. Pro adds draft return approval, fee invoicing with UPI payments, an analytics dashboard and priority support. Firm costs ₹3,499 per month and adds multi-CA staff accounts, custom branding and white-label options, API access and a dedicated account manager. The listed plans span client limits from 30 to unlimited, though the product description does not map each limit to a particular tier.
The filing workflow is a notable focus: CAPortal lists seven stages, a tax computation sheet for FY 2025-26, a Balance Sheet Builder with PDF export, and tracking for ITR-V, GST ARN and TDS acknowledgments. WhatsApp and UPI are the named integrations, while web and API are the listed platforms. This setup suits firms seeking reminders, collection and filing-status visibility alongside client payments. Practices needing a dedicated Android or iOS app, or a support channel beyond email, should consider alternatives; CAPortal does not list a dedicated mobile app.
CAPortal pricing
All 3 CAPortal plans and prices →
CAPortal fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client limit | 30 |
| Task & deadline tracking | Yes |
| Document management | Yes |
| Client portal | Yes |
| Billing & invoicing | Yes |
| Mobile app | No |
| Free trial | 14 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Support | |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 2 integrations: WhatsApp, UPI |
| Pricing | From ₹799/mo · 14-day trial (source) |
| Website | caportal.co |
| Facts checked | 24 Sep 2026 |
CAPortal integrations
CAPortal lists 2 integrations on its own site.
- UPI
Alternatives to CAPortal
- 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 CAPortal alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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