Built for CA & Accounting Firms

Smart Portal for
Modern CA Firms

One platform to manage your clients, compliance, documents, invoices and team. Built by a CA, for CA & Accounting firms.

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500+
Compliance Tasks Managed
100%
Data Security & Privacy
24/7
Access From Anywhere

Sound Familiar?

Every CA & Accounting firm faces these challenges daily. We built Privasa to solve them.

Documents Scattered Everywhere
Client files scattered across WhatsApp, email and local folders with no centralised organisation or version control.
Constant Status Follow-Up Calls
Clients calling repeatedly for filing status updates, eating hours your team could spend on billable work.
Missed Compliance Deadlines
Critical GST, TDS and ROC deadlines slipping through the cracks with no centralised tracking or automated reminders.
Invoice Follow-Up Fatigue
Chasing unpaid invoices manually with no visibility on payment status or automated reminder system.
No Visibility on Team Work
No clear picture of what each team member is working on, leading to missed tasks and duplicated effort.
Insecure Document Sharing
Sensitive client documents shared over WhatsApp with zero security, audit trail or access control.
COMPLETE FEATURE SET

Everything Your CA Firm Needs

7 modules. 40+ features. One platform built specifically for Indian CA and tax practices.

Module 1 of 7
Client Management
Client Portal
Separate login for each client — they see only their own data, documents and filing status.
Document Vault
Securely store and share ITR, GST, TDS, ROC documents in organised per-client folders.
Smart Document Requests
Request documents from clients with one click. They upload directly, you review — fully tracked.
Digital Client Onboarding
Three-step digital onboarding with business details, document upload and e-signature ready workflow.
CRM & Entity Relationship Graph
Link individual, company, HUF and spouse accounts. See the full relationship picture at a glance.
Referral Tracking & Communication Log
Track who referred whom and maintain a timestamped communication log per client.
Module 2 of 7
Compliance & Deadlines
121 Statutory Deadlines Pre-Loaded
GST, TDS, Income Tax, ROC, PF, ESIC and more — all Indian compliance deadlines ready on day one.
Auto-Recurring Deadlines
GSTR-3B, TDS, advance tax deadlines auto-repeat every month — set once, never miss again.
Client-Wise Deadline Assignment
Choose which statutory deadlines apply to each client. Build a tailored compliance profile per entity.
Compliance Status Tracking
Track every deadline through Pending → In Progress → Filed → Client Approval Pending stages.
Deadline Alerts & Email Reminders
Automated alerts keep your entire team and clients on track. No deadline slips through.
Module 3 of 7
Invoicing & Payments
GST Invoices with CGST/SGST/IGST
Professional invoices with HSN/SAC codes, tax breakdowns and firm letterhead in one click.
TDS Deduction Under Section 194J
TDS calculation built into every invoice. Clients see net payable after deduction automatically.
UPI QR Code on Every Invoice
Every invoice includes a scannable UPI QR code for instant payment — no NEFT details to copy.
Quotations with Accept/Decline Flow
Send a quotation, client accepts or declines from their portal. Full audit trail of the decision.
Convert Quotation to Invoice
One click converts an accepted quotation into a GST invoice. No re-entering data.
Automatic Payment Reminders
Reminders auto-send at 7, 15 and 30 days for unpaid invoices. Zero manual follow-up.
Payment Recording
Record payments with transaction reference, method and date. Full payment history per client.
Module 4 of 7
Team & Work Management
Task Management with Checklists
Every compliance filing broken into steps. Employees mark steps done — admin sees progress live.
Default Checklist Templates
Pre-built templates for GSTR-3B, ITR, TDS Return, ROC filing. Start every task the right way.
Recurring Task Auto-Creation
Monthly tasks for retainer clients created automatically. No admin effort each cycle.
Employee Personal Task View
Each employee sees their own overdue, due today and upcoming tasks — nothing buried.
Work Overview by Employee & Client
Admin sees all tasks grouped by employee and by client. Spot bottlenecks instantly.
Employee Performance Reports
On-time rate, completion scores and workload distribution reports per team member.
Module 5 of 7
Communication & Helpdesk
iMessage-Style Helpdesk per Client
Every client gets a dedicated chat thread. Clean, threaded, searchable — no WhatsApp chaos.
Internal Notes Visible Only to Team
Leave private notes on any query. Clients never see internal discussions — only final replies.
File Attachments Inside Chat
Share PDF, Excel and images directly inside the conversation thread. No email required.
Real-Time Updates
Admin and client see replies the moment they are sent — no page refresh, no waiting.
Query Status Tracking
Every query has a status: Awaiting CA, Awaiting Client or Resolved. Nothing falls through.
Module 6 of 7
Analytics & Intelligence
Privasa AI for Tax Queries
Ask anything about GST, TDS or Income Tax. Privasa AI answers with live web search and citations.
Monday Morning Dashboard
What's at risk this week, revenue overview, team performance — everything in 30 seconds.
Aged Receivables Report
Outstanding amounts broken into 0–30, 30–60 and 60–90 day buckets. Know who owes what.
Client Attention Alerts
Flags inactive clients, overdue documents and clients with approaching deadlines automatically.
Firm Health Metrics
Compliance completion rate, collection rate, new clients this month — all in one view.
Module 7 of 7
Security & Infrastructure
Complete Data Isolation
Each firm's data is fully isolated — your clients never mix with another CA's data. Ever.
Google Cloud Storage
All documents stored in enterprise-grade Google Cloud. Redundant, encrypted and always available.
Role-Based Access Control
Admin, Employee and Client each see only what they need. No accidental data exposure.
Activity Log
Every action by every user is recorded with timestamp. Full audit trail for accountability.
Real-Time Sync
All three portals stay in sync instantly. Client uploads appear for admin without a page refresh.
PRODUCT TOUR

See Privasa in Action

Overview · 1 of 8

Everything your firm needs in one place

Privasa replaces scattered WhatsApp groups, email chains and spreadsheets with one secure portal for your entire firm.

14
Active Clients
84%
On-time Rate
₹55K
Outstanding
Client Portal
Smart Invoicing
Compliance Calendar
Work Management
Analytics
Privasa AI
1 of 8
Product Demo
Watch 2-min demo
See Privasa in action
"Privasa saved us 8 hours every week on client follow-ups and compliance tracking. The invoice QR code alone changed how quickly clients pay."
— CA Practice, Hyderabad

Up and Running in Minutes

01

Set Up Your Firm

Create your account, add your firm details and invite your team members.

02

Add Your Clients

Onboard clients via a portal link or add them manually in seconds.

03

Start Managing

Upload documents, track compliance, send invoices and communicate securely.

Simple, Transparent Pricing

Billed annually. Monthly billing available at 20% extra.

Starter

₹999/mo
Billed annually — save 20%
1 Admin, 4 Employees
20 Clients
10GB Storage
All core features
Email support
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Growth

₹1,499/mo
Billed annually — save 20%
2 Admin, 8 Employees
50 Clients
20GB Storage
All core features
Priority support
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MOST POPULAR

Professional

₹1,999/mo
Billed annually — save 20%
3 Admin, 12 Employees
75 Clients
35GB Storage
All core features
Phone + email support
Custom domain
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Pro Max

₹2,999/mo
Billed annually — save 20%
5 Admin, 25 Employees
150 Clients
60GB Storage
All core features
Dedicated support
Custom domain
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Need More? Add What You Need

+ Extra Employee ₹199/month+ Extra Admin ₹399/month+ 10 More Clients ₹299/month+ 10GB Storage ₹299/month+ Aadhaar eSign ₹15/signature+ Custom Domain ₹999 one time

Frequently Asked Questions

Is my client data secure?
Can I import my existing clients?
What happens after the free trial?
Is this only for CA firms?
Can my clients access the portal?
Do you offer customer support?
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See Privasa in Action

Fill in your details and we'll reach out within 24 hours to schedule a personalised demo for your firm.