CA WorkspaceComplete ClientManagement Platform
Empowering Chartered Accountants with complete financial control — manage multiple clients from a single dashboard.
6-Step CA Workflow
From client onboarding to financial closure — a streamlined workflow for CA professionals.
Client Setup
Register companies and configure master data for each client
Assign CA
Connect clients to dedicated CA with role-based access control
Secure Upload
Clients share business records via encrypted document vault
GST Filing
Auto GSTR-1, GSTR-3B, and GSTR-9 preparation and filing
TDS/TCS Reports
Comprehensive TDS return preparation and compliance tracking
Financial Closure
Trial balance, P&L, balance sheet with audit trail
All 6 CA Corner Features
Everything a CA needs to manage clients, compliance, and financial reporting.
Audit Trail
Complete audit logging with user, timestamp, and IP tracking
TDS/TCS Reports
Auto TDS computation, return filing, and certificate management
GST Reconciliation
Auto-match purchase register with GSTR-2A/2B data
Data Export
Export client data in Excel, PDF, or Tally-compatible format
Financial Closure
Trial balance, P&L, balance sheet, and finalization workflow
Compliance Dashboard
Real-time compliance status across all clients and deadlines
Screens From Your TimePe ERP
CA workspace dashboard, compliance status, and data export panels.
CA dashboard
Client overview, compliance status, and deadlines.
Client list
Multi-client view with filing status and access control.
Compliance reports
GST, TDS, audit status with export capability.
Built-In CA Operations
Beyond compliance — client portal, data export, and secure vault included.
Multi-Client View
Single login to manage all client accounts from one dashboard
Role-Based Access
Granular permissions for CA, client, and auditor roles
Secure Vault
Military-grade encrypted storage for all client documents
Deadline Alerts
Automated reminders for GST, TDS, and compliance due dates
MIS Reports
Multi-company comparison, trends, and custom analytics
Client Portal
Clients access their data, upload docs, and approve reports
One Workspace for All Clients
Single login, multiple clients. Monitor compliance, file returns, and generate reports across your entire portfolio from one dashboard.
CA Reports
Registers and compliance reports for CA professionals and firms.
Related modules
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