Stop chasing compliance dates across spreadsheets. client.expert brings your entire practice—clients, deadlines, tasks, fees—into one powerful dashboard.
Chartered Accountants and Company Secretaries are joining the digitization revolution
Every CA and CS knows these struggles. We built client.expert to solve them.
Tracking ITR, GST, TDS, ROC filings across 100+ clients in spreadsheets? One missed deadline means penalties and angry clients.
Client documents scattered across WhatsApp, email, Google Drive, and your desktop. Finding that one PAN card takes 20 minutes.
"Who's handling Gupta's audit?" "Did anyone follow up on the invoice?" No visibility into what your team is doing.
Unclear fee agreements. Unpaid invoices piling up. Awkward conversations with clients about pending payments.
"What's the status of my return?" You get 10 calls a day asking for updates. No self-service portal for clients.
Office, home, client site—you need your data everywhere. Desktop software keeps you chained to one computer.
Purpose-built for Indian Chartered Accountants and Company Secretaries. Not another generic CRM.
Three purpose-built interfaces: Admin dashboard for complete control, Client portal for self-service, Employee view for task focus. Everyone sees exactly what they need.
Never miss ITR, GST, TDS, or ROC deadlines. Automatic reminders 7, 3, and 1 day before due dates.
Pre-built workflows for ITR Filing, GSTR-1, GSTR-3B, Tax Audit, Company Audit, DPT-3, and more. One click to create.
Generate invoices linked to tasks. Track payments, send reminders, and see outstanding balances at a glance.
Bank-grade security for client documents. Clients can upload directly. Everything organized by entity.
Assign tasks, track attendance, monitor workload. Know exactly who's handling what.
Revenue trends, task completion rates, client statistics. Make data-driven decisions about your practice.
Professional proposal system. Clients can review and counter-propose. Clear audit trail of all negotiations.
No complex setup. No training required. Start managing better today.
Import from Excel or add manually. Set up master entities (companies, LLPs, individuals) with PAN, GSTIN, and compliance details.
Use templates for common compliance work or create custom tasks. Set deadlines, assign to team members, track progress.
Dashboard shows today's priorities. Clients self-serve through their portal. You focus on high-value work, not admin tasks.
One click to create a complete task workflow. Every subtask, every checklist item.
Individual & Corporate
6-7 subtasksGSTR-1, 3B, 4, 9
4-6 subtasks24Q, 26Q, 27Q
5 subtasksSec 44AB Compliance
8 subtasksStatutory Audit
10 subtasksAnnual Returns, DPT-3
5-8 subtasksPvt Ltd, LLP, OPC
7-9 subtasksCreate your own
UnlimitedStart free for 14 days. No credit card required. Cancel anytime.
To get started
For individual practitioners
For growing practices
For large firms
"As a tax practitioner managing 100+ clients, tracking ITR deadlines was overwhelming. client.expert's compliance calendar eliminated the chaos, and the client portal lets clients retrieve documents directly. My overhead has reduced significantly."
"Managing audits, GST returns, and tax filings for multiple clients simultaneously was challenging. client.expert's task templates and team collaboration features have streamlined our entire workflow. Our associates now handle cases more efficiently."
"We have 3 employees handling 50+ clients. Task assignment used to be chaos. Now everyone knows exactly what they need to do. Productivity has doubled."
Absolutely. We use bank-grade encryption (256-bit SSL), your data is stored in secure Indian data centers, and we perform regular security audits. Your client data is never shared or sold. We're GDPR compliant and follow all data protection best practices.
Yes! We support Excel/CSV import for clients, entities, and basic task data. Our onboarding team will help you migrate your data for free. Most practices are fully set up within 2-3 days.
After 14 days, you choose a plan that fits your practice. No automatic charges—we'll remind you before the trial ends. If you decide not to continue, you can export all your data. We believe in earning your business, not locking you in.
We're focused on practice management, not accounting. client.expert handles clients, tasks, documents, and billing. It complements your accounting software rather than replacing it. Direct Tally integration is on our roadmap for 2026.
Yes! Clients get their own secure portal where they can view task progress, upload documents, see invoices, and check payment history. You control exactly what they can see. This dramatically reduces "status update" calls.
Yes! client.expert is available as a PWA (Progressive Web App) that works seamlessly on both iPhone and Android—just add it to your home screen for an app-like experience. A dedicated Android app is launching soon with enhanced features and push notifications.
Chartered Accountants and Company Secretaries across India are joining the digitization revolution. Ready to transform your practice?
We'll reach out within 24 hours. No spam, ever.