CRM System for CA Firm – Project Description

The CRM System was built to streamline client management, compliance tracking, document handling, billing, and workflow automation for a CA firm. The goal was to centralize all client-related activities into a single platform, improving operational efficiency, accuracy, and communication across departments.

Key Features

Client Management

Centralized client profiles with PAN, GST, contact details, service history, compliance deadlines, and assigned staff members.

Compliance Tracking

Automated tracking for GST filings, ITR submissions, TDS returns, ROC filings, and other statutory deadlines with reminders and status updates.

Document Management

Secure upload and storage of client documents, including GST certificates, ITR forms, audit papers, balance sheets, and working files.

Task & Workflow Automation

Created workflow modules for routine CA tasks such as bookkeeping, filing, audits, and reconciliations with clear stage tracking and staff assignments.

Billing & Payment Tracking

Integrated invoicing, payment status tracking, service-wise billing, recurring invoices, and automated reminders for pending payments.

Communication Module

Built internal note-taking, client messaging, and automated email/SMS alerts for deadlines, document requests, and filing confirmations.

Performance Dashboard

Added dashboards for pending compliances, upcoming deadlines, workload distribution, client-wise revenue, and team performance insights.

Technologies Used

• Backend: Laravel / Node.js (based on your stack preference)

• Frontend: React / Vue

• Database: MySQL

• Authentication: JWT & Role-Based Access (Admin, Staff, Auditor, Client)

• Storage: Secure file storage with access control

• APIs: SMS/Email gateways for automated reminders