Custom Software Development in Mumbai
Custom software for Mumbai CA and professional firms
Mumbai's CA, tax, legal and consulting firms handle hundreds of clients, each with documents, deadlines and billing. Most still chase documents on WhatsApp, track tasks in Excel and send invoices from Tally by hand. Year end becomes a crisis every time.
We build client portals and practice systems that bring documents, tasks, deadlines and billing into one place, designed around how your firm works.
A portal clients actually use
Clients upload documents against a checklist, see what's pending and approve work, all from their phone. Your team sees every client's status at a glance, and reminders go out automatically.
Deadlines that don't slip
Recurring compliance tasks such as GST, TDS and ROC filings are scheduled per client, assigned to staff and tracked to completion.
Sound familiar?
The problems we hear most often about this, why they happen and what we would do first.
Why this happens
There's no single place for documents.
What we would do first
- Give each client a document checklist in a portal
- Remind them automatically
- Store everything against the client
Why this happens
Tasks are tracked in spreadsheets.
What we would do first
- Schedule recurring tasks per client
- Assign owners and due dates
- Show overdue tasks on a dashboard
A one-minute self-check
Tick what is already true for your business. It takes a minute and nothing is sent anywhere.
Work we've published that's closest to this
Frequently asked questions
- Is client data stored securely?
- Yes, in Indian data centres with access by role and logs of who viewed what.
- Can it connect to Tally?
- Yes, for billing and ledgers.
More for Mumbai businesses
Time to Stop Scrolling, Let's Book a meeting and discuss it!
We're here to listen. Book a meeting with our team to discuss your vision,
explore possibilities, and start creating something.