CAnearbyYour Anywhere OfficeThe record of your practice, finally in one register.
CAnearby unifies accounting & GST, compliance, billing, client CRM, HR/payroll and AI automation under a single login — replacing the spreadsheets, WhatsApp threads and disconnected tools most firms run on today.
for
India
Running a mid-size CA firm today means fighting the filing cabinet
Most firms have grown past spreadsheets, but still run on scattered tools that were never built for Indian compliance.
Scattered Client Data
PAN, GSTIN, documents and history spread across drives, WhatsApp and email.
Missed Deadlines
GST, TDS, ROC and ITR due dates tracked manually in spreadsheets and sticky notes.
Billing Leakage
Quotations, invoices and payment follow-ups handled ad-hoc, delaying collections.
Manual Bookkeeping
Vouchers, ledgers and reconciliations re-keyed by hand from bank statements.
No Client Visibility
Clients call and message for status updates because there is no self-service portal.
Compliance Risk
Sensitive financial documents stored without encryption, access control or audit trail.
Everything your firm needs — under one login
Never lose track of a client again
CRM & Client Management
Client Directory
Full profiles with PAN, GSTIN, CIN, billing cycle and contact details in one place.
Lead Pipeline
Public lead capture forms, status tracking and a cold-lead revival workflow to win back stalled enquiries.
Client Groups
Link parent companies and subsidiaries. Generate consolidated bills across entities.
Broadcast Engine
Send circulars, announcements and reminders to all clients or filtered segments by email.
Client Portal
Clients upload documents, check task status and message you — without calling the office.
Client Community
A moderated community space where clients can browse, post and engage with each other.
🎂 Milestone Automation
Birthday and corporate milestone emails that keep the relationship personal.
Bulk Import
Onboard your entire existing client list in minutes via CSV or Excel upload.
Every client message, triaged and drafted for you
AI-Powered Client Communication
Unified Ticket Inbox
Every incoming client message becomes a tracked ticket with a unique ID, linked straight to the client record.
Sentiment & Priority Tags
Messages are auto-flagged Negative / Neutral / Positive and High / Medium / Low priority, so nothing urgent gets buried.
One-Click AI Draft
Generate a context-aware reply for any client message, then edit and send — or approve instantly.
📱 WhatsApp Integration
Meta WhatsApp Cloud API sends template messages directly from the platform.
🎫 Email-to-Ticket Helpdesk
Incoming client emails become tracked, multi-inbox support tickets automatically.
🚨 SLA Escalation Alerts
Automatic escalation when a task or ticket is at risk of breaching its SLA.
📬 Scheduled & Undo-Send Mail
Schedule communications ahead of time, with a 20-second window to undo any send.
Global "Ask AI" Bar
A command-style search-and-ask bar (with voice input) that reaches across clients, tasks and documents.
Install it once. Open it like an app, every time.
CAnearby installs as a Progressive Web App on desktop and mobile — for your staff and for your clients. No app store review, no separate download link to send out, no forced update cycle. One tap from the browser, and it opens full-screen like any native app from then on.
- Works on Windows, Mac, Android and iOS from the same install flow
- Push-style notifications for task and deadline alerts
- Client portal installs the same way — no separate client app needed
One-click install of CAnearby as a desktop or mobile app (PWA) for instant, tab-free access.
AI-assisted tools for Indian regulations
Compliance Powerhouse
🔍 GST Power Hub
GSTR-3B taxation engine plus AI-assisted GSTR-2B reconciliation against purchase records, alongside a JSON decoder and GST health reports.
🏢 ROC & Secretarial Hub
Auto-generate board resolutions, AGM notices, DIR-2 consents and minutes of meeting, plus an MCA XBRL/XML generator for company filings.
🧮 Tax & Audit Hub
Zero-touch P&L generator, AIS/26AS auto-matcher, and auto-generated income tax computation sheets under the new regime, exported to Word.
💼 TDS & Payroll Hub
TDS computation by section with NSDL e-TDS text file generation, ready for statutory filing, plus payroll and PTAX calculators.
⚖ Audit & Certification Hub
Statistical audit sampling and an MCA Rule 11(g)-aligned audit trail, plus turnover certificates, net worth and fund utilisation reports.
📧 Third-Party Confirmations
Automated balance confirmation requests sent to debtors, creditors and banks ahead of audit season.
🏦 Tally Auto-Feeder + CMA
Generate Tally XML straight from bank statements, and a full 5-year CMA/project finance Excel in one click.
AI automation across documents, ledgers and tasks
AI That Does the Firm's Busywork
🤖 Document Analyzer & Auto-Rename
Scans uploaded documents, verifies the client's name, and files them under the right category automatically.
👁 AI Receipt & OCR Scanner
Extracts data straight from photographed receipts and bank statements — no manual entry.
🏦 Bank-to-Ledger Auto-Posting
AI reads bank statements and posts matching entries directly to the ledger.
💬 Chat With Your Vault
Ask natural-language questions and get answers pulled straight from client documents.
🧭 Cognitive Task Router
Understands requests across tasks, invoices, communication and voice, and routes them correctly.
♻ Autonomous Firm Manager
A background agent that flags what needs attention, with human review before anything ships.
From assignment to completion, tracked
Task Management
Assign & Schedule
Set due dates, assign staff, mark urgent, require maker-checker review.
Govt Extension Tool
Bulk-shift deadlines when CBDT or the GST Council announces extensions.
Kanban Board
Drag and drop tasks across Pending → Ongoing → Completed.
Deadline Matrix
Dashboard shows overdue GSTR-1, GSTR-3B, ITR and TDS at a glance.
Compliance Overview Widget
A single strip on the dashboard shows Total tracked, Pending, Overdue and Critical compliance items firm-wide, updated live.
Deadline Matrix by Type
Income Tax returns, PTAX, Labour/PF and other filings each get their own overdue / today / tomorrow / next-7-days breakdown.
Bulk Actions
Mark multiple tasks complete or import tasks from Excel in one shot.
Tally-familiar. Cloud-powered.
Core ERP & Accounting
Daily Entries
Pass Journal (JV), Smart Voucher shortcuts (F8/F9) and one-click sync of global forex rates for multi-currency clients.
Core Reports
General ledger, trial balance, final accounts (P&L / Balance Sheet) and a dedicated GSTR-3B tax dashboard.
Assets & Banking
Smart bank feeds, a fixed assets register with depreciation, and an AP/AR ageing report at a glance.
Budgets & Approvals
Budget vs. actual tracking with multi-level approval workflows and period locks.
💱 FX & Asset Management
FX revaluation for multi-currency clients, fixed asset auto-depreciation, and stock valuation.
Operations
Inventory / stock master, manufacturing journal, and maker-checker approvals before any entry posts.
Accounting V2
Credit/debit note issuance, GSTR-2B reconciliation, and a full bank reconciliation statement view.
Tally Auto-Feeder + CMA
Generate Tally XML straight from bank statements, plus a full 5-year CMA / project finance Excel in one click.
From quotation to collection, without the leakage
Invoices & Billing
Quotations & Estimates
Send a formal quote before engagement starts, then convert it straight into an invoice.
Invoices, One-Off or Recurring
Create one-time invoices or set up recurring billing cycles that fire automatically.
Payment Reminders
Automated nudges to clients with outstanding balances, so partners don't have to chase manually.
Expenses Manager
Log firm expenses alongside billing to see true engagement profitability.
Billing Analytics
See revenue trends, outstanding by client, and collection performance in one dashboard.
Custom Report Builder
Build the exact billing or financial report your partners ask for, without waiting on a developer.
👛 Client Wallet & Ledger
Wallet-based credits, ledger tracking and expiry management for retainer clients.
📈 Aging Reports
AP/AR aging reports to track outstanding debtors and creditors at a glance.
Built to protect sensitive client data
Enterprise Security
🔐 Two-Factor Authentication
OTP and authenticator-based 2FA with trusted-device support for admins.
🔒 Encryption at Rest
PII such as PAN and GSTIN, plus full backups, are encrypted end to end.
🛡 Malware Scanning
Deep binary inspection on every upload before it ever touches storage.
✅ Role-Based Access
Server-side permission enforcement — not just hidden menu items in the UI.
📜 Immutable Audit Trail
MCA Rule 11(g)-aligned audit logging across every accounting entry.
🚦 Maker-Checker Controls
Dual approval on sensitive entries, backed by account-level lockout protection.
Where your data legally stands
Beyond the technical controls above, here's how CAnearby is positioned against the frameworks CA firms are themselves expected to answer to their own clients about.
Ask your onboarding specialist for our current data-processing and security documentation — happy to share specifics for your firm's own client-facing assurances.
Run your team the way you run your clients
Firm Admin, HR & Attendance
Staff Directory & Performance
Every team member's profile, role and performance history in one directory.
Attendance & Live GPS Tracker
Field GPS logs and a live tracker for staff visiting client sites, alongside standard daily attendance.
Leave & Payroll
Leave requests and approvals, full payroll runs, and self-serve payslips for every employee.
Recruitment Automation
Candidate applications, one-click offer confirmation, and e-signed offer letters.
✉ Invite-Based Onboarding
New staff are onboarded by invite — admins never set or see anyone's password.
Assets & Advances
Track laptops, equipment and cash advances issued to staff, with repayment status.
My Reimbursements & Dak Register
Staff expense reimbursement workflow plus a physical inward/outward register.
👋 Offboarding
Structured offboarding with automated experience letter generation.
Everything on one master calendar
Schedule, Calendar & Document Logistics
Master Calendar
Month, week or day view of all compliance tasks, filterable by task, lead, meeting or note, with colour-coded overdue alerts.
Action Plan & Backlog
A 14-day upcoming view plus a critical backlog showing overdue items by days late, with staff-wise visibility.
Expiring Renewals
Track licenses, registrations and other renewals before they lapse, with advance alerts.
DSC Register
Log every Digital Signature Certificate in the firm's custody, its expiry date and who holds it.
Physical DAK Register
Log inward and outward couriers and speed posts, attach scans, and link every item to a client record.
Balance Confirmations
Send and track balance confirmation requests to clients and vendors ahead of audit season.
Compared against typical alternatives
| Feature | CAnearby Practice Manager | Typical Alternatives |
|---|---|---|
| Indian Compliance Built-In | GST, TDS, ROC, IT Act — native workflows | Generic or add-on; needs customisation |
| Tally Integration | Tally XML auto-feeder; Tally-style journal UI | Requires manual export/import |
| Document Generation | 15+ templates — audit, certs, legal, HR letters | Manual drafting or separate tools |
| AI-Powered Tools | Zero-touch P&L, AIS matcher, OCR receipt scanner, bank auto-posting | None or limited |
| Client Portal | Secure portal with invite link & document upload | Email back-and-forth |
| AI-Drafted Client Replies | Sentiment-tagged tickets with one-click AI draft | Manual inbox triage |
| HR & Attendance | Payroll, leave, live GPS tracking, recruitment built-in | Separate HR software needed |
| Group Billing | Consolidated billing across group entities | Manual aggregation required |
| Security & Audit Trail | 2FA, encryption at rest, malware scanning, MCA Rule 11(g) trail | Login-only, no immutable trail |
Why firms choose CAnearby
Replace the sprawl
One login for accounting, GST, invoicing, CRM, HR and client communication.
Cut manual work
AI handles document filing, OCR data entry, bank posting and reminders.
Give clients a portal
Fewer status-update calls, more self-service visibility for every client.
Stay audit-ready
Encryption, RBAC, maker-checker and an immutable trail built in from day one.
Built for mid-size CA firms like yours
Designed for firms that have grown beyond spreadsheets but don't need enterprise complexity.
5–30 Staff Firms
Large enough to need structured workflows; lean enough to value simplicity.
Multi-Department Practices
Audit, tax and secretarial teams working from the same client base.
Group Company Clients
Firms serving promoter groups with 5–30 entities needing consolidated billing.
Growth-Focused Partners
Partners ready to stop managing by memory and start scaling with systems.
The record speaks for itself
* Illustrative targets based on typical firm workflows before vs. after adoption — ask us for a pilot-firm reference specific to your practice size.
Before CAnearby
- Clients tracked in WhatsApp groups
- Deadlines missed; staff chasing partners
- Hours spent re-drafting standard documents
After CAnearby
- Full client profile in seconds
- Automated alerts; zero surprises
- One click, professional .docx ready
What partners say after going live
"Our GSTR-2B reconciliation used to eat up two full days every month. Now it's flagged and matched before I've finished my coffee."
"The client portal alone cut down status-check calls. Clients check their own task progress now instead of ringing the office."
"We moved off three separate tools and a shared spreadsheet. Onboarding the team took less time than I expected."
Pricing that scales with your firm, not your headache
Built around firm size, not per-feature paywalls
CAnearby is priced per firm, based on staff count and modules in use — not per seat, per client, or per module add-on. Every plan includes the client portal, task management and core compliance tools.
- Custom quote based on your firm's staff count and active modules
- No setup fee for CSV/Excel client-list import
- Annual billing available at a discount to monthly
Takes 2 minutes on the demo call — no separate form.
Three steps to go live
Book a Demo
A 30-minute walkthrough tailored to your practice areas — GST-heavy, audit-heavy, or a mix.
Onboard Your Firm
Import your client list via CSV, assign staff roles, and go live in days, not months.
Start Filing Smarter
Run your first GST reconciliation, draft your first certificate, and track your first task — all in the same session.
Questions firms usually ask first
No. Onboarding includes direct import of your existing ledgers, vouchers and client master data — nothing needs to be manually re-entered. Tally XML export/import is supported both ways, so you can keep Tally as a parallel system during transition if you'd like.
CAnearby's WhatsApp integration works going forward via the Meta WhatsApp Cloud API for template messages — it does not retroactively import historic personal WhatsApp threads. We recommend archiving anything critical from existing chats before switching client communication into the platform's ticketing system.
PAN, GSTIN and other PII are encrypted at rest, backups are encrypted, uploads are malware-scanned before storage, access is enforced server-side by role (not just hidden in the UI), and every accounting entry is logged in an MCA Rule 11(g)-aligned immutable audit trail. See the Security section above for the full list, or ask your onboarding specialist for our data-processing documentation.
Most 5–30 staff firms are live within days of the demo call, not months. Client-list import via CSV/Excel takes minutes; staff role setup and first module walkthroughs are typically completed within the same week.
Pricing is quoted per firm on the demo call, with monthly and discounted annual billing options. Ask your onboarding specialist for current contract terms for your firm size — this is confirmed at the quote stage, not buried in fine print after signup.
The client portal is intentionally limited in scope — upload documents, check task status, message the firm — so most clients need no walkthrough at all. It also installs as a PWA, so there's no app-store download step for them either.
Built for Indian CA firms, by people who understand Indian compliance.
See CRM, compliance, billing and ERP working together under one login — in a 30-minute walkthrough.