The statutory compliance and operations OS built for Indian CA firms. Automate repeating GST & TDS cycles, send fee notes and unpaid-fee chasers via Meta WhatsApp Cloud API, store portal credentials in encrypted vaults, and issue GST-compliant invoices — engineered to scale effortlessly for 1,000+ clients.
Engineered to meet the standards of modern Indian practices
Click through the interactive modules below to see how CtrlFirm orchestrates compliance cycles, WhatsApp fee messaging, credential vaults, and GST invoicing.
Tracking 426 recurring filing obligations across 314 active client entities
Generic software treats client work as simple one-off to-dos. In a CA practice, client relationships revolve around recurring statutory compliance cycles mandated by law.
Every feature has been meticulously crafted to match the day-to-day statutory operations of Indian Chartered Accountants, Company Secretaries, and tax professionals.
Auto-generate recurring cycles for GSTR-1, GSTR-3B, TDS 24Q/26Q, ITR-1 through ITR-7, ROC AOC-4, and Tax Audits. Per-period statutory deadline exception overrides when CBDT/CBIC extend due dates.
Official Meta Cloud API v21.0 coexistence. Partners can reply from their personal WhatsApp Business phone app while the dashboard logs conversations and dispatches fee notes, invoices, and automated unpaid-fee chasers.
Engineered specifically for large CA practices. Instant search across thousands of entities by FRN, GSTIN, PAN, and trade name. Structured director/partner contacts, bulk assignments, and zero UI stutter.
Store encrypted credentials for Income Tax Portal, GSTN, MCA V3, and TRACES with strict multi-tenant Row-Level Security. Track physical DSC USB tokens with cabinet slot locations and expiry warnings.
Atomic sequential serial numbers (`INV-YYYY-XXXX`), automatic CGST/SGST/IGST tax splits, task reconciliation, draft-to-issued state machines, PDF exports with payment QR codes, and custom Razorpay gateway support.
Individual logins for every Article Assistant and Paid Assistant. Role-based permissions, client portfolio distributions, and immutable audit trails verifying exactly which team member updated or filed any task.
From the moment a new client walks in to recurring period rollovers and billing, every phase operates within a unified statutory workflow.
Add client entity with PAN and GSTIN. Subscribe to master sub-services (e.g. GSTR-3B Monthly, TDS 26Q Quarterly, ITR-3 Yearly).
CtrlFirm automatically seeds required document checklists and notifies the client’s designated director in-app to upload them.
Article assistants verify received files, access vault portal credentials, file on government tax websites, and update task status to Filed.
One-click invoice creation converts finished tasks to sequential GST invoices. The periodic engine auto-generates the next month’s tasks.
No need to build workflows from scratch. CtrlFirm comes pre-loaded with standard checklists, periodicity rules, and due dates across Indian statutory departments.
Adjust the slider to see how much Article Assistant time and client penalty risk CtrlFirm eliminates every single month.
No hidden fees. Every plan includes all statutory compliance modules, bank-grade encrypted client vault, and 500 complimentary welcome credits.
Ideal for boutique and growing CA practices
For high-volume multi-partner CA firms
Everything you need to know about Meta Coexistence, bank-grade data security, and multi-staff management.
Join forward-thinking Indian Chartered Accountants who have eliminated manual chasing, protected client passwords, and automated recurring compliance cycles.
Instant setup in 2 minutes • Includes 500 free WhatsApp credits • Cancel anytime