Dashboard
app.managefirm.in/dashboard
For CA / CS firm owners
Firm Portal
KPI overview, firm-wide reports, and full management control from one dashboard.
- KPI Overview
- Reports & Firm Management
- Clients & Compliance
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ManageFirm is the operating system for CA & CS firms.
Manage compliance, recurring tasks, client documents, billing, and team workflows from one platform — not Excel, WhatsApp, and memory.
No credit card required. Cancel anytime.
Product modules
Explore ManageFirm in action
See how each module works together — including FirmAI — to manage clients, compliance, documents, billing, and workflows from one platform.
Client Management
Manage client onboarding, KYC, contacts, assigned employees, and communication history from one place.
- Client onboarding
- KYC tracking
- Assigned employee management
- Client portal access
- Communication timeline
Benefit — Reduce manual follow-ups and keep all client information organized.
app.managefirm.in/clients
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Three Dedicated Experiences
One Platform. Three Dedicated Experiences.
Different users see different experiences while working inside the same connected system.
Firm Portal ⇆ Employee Portal ⇆ Client Portal
All data stays synchronized through one ManageFirm platform.
Employee Workspace
app.managefirm.in/tasks
For staff & articled assistants
Employee Portal
Task list, assigned work, and calendar — focused on execution without firm-wide billing access.
- Assigned Tasks
- Work Calendar
- Employee Workspace
Client Dashboard
app.managefirm.in/client
For your clients
Client Portal
Branded client experience — documents, invoices, and tasks without WhatsApp follow-ups.
- Client Dashboard
- Documents
- Invoices & Client Tasks
Workflow Automation
An interactive walkthrough of how ManageFirm automates recurring compliance, overdue monitoring, and status updates — without manual follow-ups.
app.managefirm.in/tasks
From chasing work to managing work.
See how the same client task moves through your firm with and without ManageFirm.
{WITHOUT TOOLS}
Everything You Chase Manually.
GST Return Filing
Scattered workflow
GST documents attached
Disconnected Tools
WhatsAppExcelEmailCalendar
Upload
Task
Review
Complete
No connected workflow
{WITH MANAGEFIRM}
Everything You Need In One Place.
GST Return Filing
Connected workflow
GST Return — Q3GST_Return_Q3.pdf
ManageFirm Platform
One connected system
Upload
Task
Review
Complete
Smart reminders
Deadlines trigger follow-ups from context — not manual chasing.
One platform
Clients, tasks, documents, and billing stay connected in one place.
Full visibility
Partners see status, owners, and blockers without asking WhatsApp.
On-time filing
Recurring compliance moves forward automatically to completion.
Connected collaboration
Keep every client conversation connected to the task
Discussions, document requests, reviews, and approvals stay on the task — not scattered across WhatsApp, email, and spreadsheets.
Task Remarks & Activity
GST Return — Q3 FY 2024-25
Client: Rahul Mehta · Assigned: Priya Shah
Visible to ClientON
PS
Write a remark…
Task-Based Communication
Every conversation stays linked to the exact GST, ITR, Audit, ROC, or Compliance task.
Internal & Client Remarks
Control which comments are visible to clients and which remain internal for your team.
Document Requests
Request, receive, and track client documents directly inside the task timeline.
Complete Activity History
View every upload, message, status change, review, and approval in one place.
FAQs
Frequently Asked Questions
Book a 15 min call
If you have any questions, book a short call with us before getting started.
ManageFirm is built for CA firms, CS professionals, tax consultants, and compliance teams in India. Firm owners get full access; employees and clients each get their own portal with role-based menus.
Ready to Leave Excel and WhatsApp Behind?
Automate compliance, collect documents securely, and run your CA & CS practice from one unified platform.