CRM and practice software for CA firms and finance teams

What does a CA firm run from CA Firm OS?

CA Firm OS keeps the client list, the work under each client and the compliance calendar in one system, so a partner can see what is due, who has it and what is done without asking round the office. Invoices go out from the same place, with Razorpay or Stripe for collection and GST invoice templates, and client documents move through one workflow rather than personal inboxes.

It does not file returns and it is not accounting software: returns are prepared and filed the way your team does it today, and clients’ books stay in Tally. Buying gives you the full source code, so it can run on servers you control; renting suits a firm that would rather pay a monthly licence than a one-time price.

Packages for the businesses you serve

Much of a firm’s routine work is chasing data out of clients’ systems. These packages fix that at the client’s end, each with its own published price:

• Tally on Cloud Migration (₹7,000, up to 7 days): the same Tally on a cloud server, with multi-user licences configured, nightly encrypted backups, role-based access and printer and e-way bill support.
• Tally Integration & Automation (₹12,000, up to 30 days): sales, purchase and receipt vouchers posted into TallyPrime from other systems, with GST fields validated first and a daily reconciliation report.
• GST & E-Invoice Automation (₹30,000, up to 30 days): IRNs and e-invoices, e-way bills, GSTR-1 and 3B data preparation and 2B reconciliation with purchases, with mismatch alerts before filing.
• Tally AI Assistant (₹22,000, up to 30 days): questions in plain English or Hindi about outstanding, stock and margins, answered from a read-only TallyPrime export, with every answer cited to vouchers and ledgers.
• Document & Data-Entry Automation (₹16,000, up to 30 days): bills and statements taken in from email, scans and drives, validated, and posted into Tally, with low-confidence items held for a person to check.

CA Firm OS or a custom CRM?

Start with CA Firm OS if the way it organises clients, tasks and deadlines is close to how your firm already works; anything missing can be added on top through the Customise model, and the firm can be working in it within 7 days.

Choose Custom CRM Setup, from ₹95,000 in up to 3 months, when the structure itself is different: several offices, your own approval rules, or engagement types that the product’s model does not fit. It is built on your own objects and fields, with role and territory permissions, and includes migration from the tools you use now.

Finance teams, NBFCs and fintechs

An in-house finance team usually wants the month-end numbers sooner. The Finance MIS & Cash-Flow Dashboard (₹45,000, up to 30 days) builds P&L, receivables and payables ageing and a 13-week rolling cash forecast from Tally and bank data; the Tally → Power BI Dashboard (₹15,000) is the smaller start. Where gateway, bank and books disagree, the Drift Audit (₹49,000, 2–3 weeks) finds where first.

Loan origination, collections and other lending systems for NBFCs are not packages on this site. Our finance builds put role-scoped access, full audit trails and data residency in India first; a lending system built that way is a custom engagement, scoped on the call and priced in writing.