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For CA firms

CAOS

Practice management for CA firms.

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Firm overview — A leadership view of what is happening across every client, including upcoming deadlines, overdue work, review status, and portfolio health.
Regulatory feed — A curated intelligence feed for tracking regulatory updates, source health, and the client entities that need attention.
Document library — A shared document register for viewing client documents, access, receipt status, and what is still pending.

Overview

The problem it solves.

Client work gets scattered across spreadsheets, messages, and folders. Partners and teams struggle to see what’s due, who owns it, and what’s waiting on the client.

What it does

One workspace for the decisions that move the work.

  1. Organizes work around each client’s legal entities.
  2. Tracks tasks, owners, and compliance deadlines.
  3. Keeps document requests and their status alongside client work.

System at a glance

For
Indian chartered accountancy firms with 25–100 people managing multiple clients and legal entities.

Want to see where this could fit?

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