Clients & KYC
Maintain structured client profiles, statutory identifiers, contacts, assignments and complete activity history.
Explore capability →BUILT FOR MODERN CHARTERED ACCOUNTANTS
One clear system for your entire CA practice.
Manage clients, compliance, documents, deadlines and your team from a secure private workspace that is simple from the first login.
✓ Dedicated firm workspace✓ Role-based team access✓ Secure tenant isolation
One practice. One view.Clients · Compliance · Tasks · Documents · Team
ONE CONNECTED PLATFORM
Everything your firm needs to stay organized and accountable.
CA Clientora Plus replaces scattered spreadsheets, messages and disconnected trackers with one clear operational system for the whole practice.
Tasks & Review
Assign prioritized work, track processing and review stages, and keep completed work available as history.
Explore capability →Compliance Calendar
Monitor statutory deadlines, overdue filings, upcoming work and assigned responsibility in one view.
Explore capability →Secure Documents
Store permission-controlled records and collect files from clients using secure upload links.
Explore capability →Team Management
Create dedicated access for partners, managers, reviewers, staff and article assistants.
Explore capability →Reports & Audit
Understand workload, productivity, outstanding work and important activity across the firm.
Explore capability →START WITHOUT COMPLEXITY
From registration to daily work in three simple steps.
Register your firm
Create the CA owner account and submit your practice details for approval.
Set up clients and team
Add clients, partners, staff and interns with the correct access for each role.
Run your practice
Assign work, monitor deadlines, collect documents and review progress every day.
BUILT AROUND YOUR PEOPLE
The right workspace for every role.
Owners retain control while each team member sees the work relevant to their responsibility.
Create your firm workspaceSECURE BY DESIGN
Every CA firm operates in its own private data boundary.
Tenant isolationEvery operational record is scoped to the owning firm.
Role-based accessOwners decide who can manage, review or work.
Protected actionsSecurity tokens and server-side authorization protect changes.
Audit visibilityImportant actions remain traceable inside the firm workspace.