# client.expert

> client.expert is a practice management software built specifically for Chartered Accountants (CAs) and Company Secretaries (CS) in India. It helps professionals manage clients, track compliance deadlines, share documents securely, and automate billing.

## Overview

client.expert provides a comprehensive solution for Indian CA and CS professionals to digitize their practice. The platform features a triple-portal system (Admin, Client, Employee) that streamlines client communication and task management.

## Core Features

- **Client Management**: Centralized client profiles with company associations and compliance tracking
- **Task Management**: Priority-based task assignment with due dates, status tracking, and compliance templates
- **Compliance Templates**: Pre-built workflows for ITR Filing, GST Returns (GSTR-1, 3B, 4), TDS Returns, Tax Audit, Company Audit, ROC Filings, and Incorporation
- **Document Sharing**: Secure document upload with client access portal and download controls
- **Fee Negotiations**: Proposal/counter-proposal workflow with approval tracking
- **Invoice Generation**: Task-linked invoices with payment tracking and outstanding balance reports
- **Employee Management**: Task assignment, attendance tracking, and performance visibility
- **Reports & Analytics**: Revenue trends, overdue tasks, client statistics, and KPI dashboard

## Triple Portal System

1. **Admin Portal**: Full system control including client management, task assignment, employee management, fee negotiations, invoicing, document management, and reporting
2. **Client Portal**: Self-service access for clients to view tasks, upload documents, see invoices, check payment history, and participate in fee negotiations
3. **Employee Portal**: Task-focused interface for team members with assigned work overview, task collaboration, and attendance management

## Pricing (INR)

- **Free**: ₹0/month - Up to 5 clients, 1 team member, all compliance templates, 500MB storage
- **Starter**: ₹399/month - Up to 50 clients, 1 team member, 5GB storage, email support
- **Professional**: ₹999/month - Up to 200 clients, 5 team members, 25GB storage, invoice generation
- **Enterprise**: ₹2,499/month - Unlimited clients and team members, 100GB storage, API access, dedicated support

Annual billing saves 20% on all paid plans.

## Target Users

- Chartered Accountants (CAs) in India
- Company Secretaries (CS) in India
- CA and CS firms with 1-50+ team members
- Tax consultants and compliance professionals

## Technical Details

- Web-based application accessible from any browser
- PWA (Progressive Web App) available for iPhone and Android
- Built with PHP and SQLite database
- Mobile-responsive design
- SSL encrypted and secure

## Contact

- Website: https://client.expert
- Email: prakersh@live.com

## Key Differentiators

- Built specifically for Indian compliance landscape (ITR, GST, TDS, ROC)
- Dual portal system for client self-service
- Modern UI compared to legacy competitors
- Affordable pricing for small and mid-size practices
- No complex setup or vendor lock-in