Everything your firm needs. Nothing it doesn't.
Six modules. One platform. Built around how CA firms actually run — from the first lead in the pipeline to the last GSTR-9 of the year.
Track every lead from first contact to active client.
Most CA practice tools skip CRM. FirmEFlow ships a full 8-stage pipeline so you can see exactly where every prospect stands — and who needs a follow-up today.
8-stage pipeline
Lead → contacted → proposal sent → negotiation → converted → onboarding → active → churned. Every stage is configurable.
Lead scoring
Score leads on engagement, source quality and partner judgement. Sort the pipeline by score to focus the day.
Source attribution
Tag every lead with its source (referral, website, partner channel) so you know which channels actually close.
Stage-transition approvals
Require partner approval before a lead moves to proposal, onboarding or active — guardrails for junior staff.
Activity timeline
Every email, call, and stage change logged per lead, with the user and timestamp.
Convert to client
One click turns a converted lead into a full client record with onboarding checklist pre-filled.
From first email to signed letter — without leaving the platform.
Most CA tools stop at task management. FirmEFlow ships a proposal writer and an engagement letter generator with firm-type templates and one-click client acceptance — so the workflow from a fresh lead to a counter-signed letter never touches Word, Drive, or DocuSign.
Proposal builder
Draft proposals with prospect details, line items (with frequency: one-time, monthly, quarterly, annual, retainer), scope, intro, terms and payment terms — all in one form.
Firm-wide template seeding
Under Settings → Proposal Templates, define your firm's default intro, scope, terms and payment-terms text. Every new proposal pre-fills with these, with per-proposal overrides.
SOP-driven line items
Add services from your firm's SOP catalog as proposal line items in one click. Title, description and deliverables auto-populate.
Email delivery + lifecycle
Send proposals as styled HTML email from your firm address. Lifecycle: draft → sent → accepted / rejected / expired (cron auto-expires past validity). One-click 'convert accepted proposal to client'.
PDF export
Every proposal has a print/PDF view with line-item totals, prospect block, scope and terms — ready to share or archive.
Firm-type engagement letter templates
When a proposal is accepted, generate the engagement letter with the right template for your firm — CA, CS, CPA, Tax, Law, Consulting — auto-filling FRN, CP, membership / bar number, client IDs, scope, fees and payment terms.
Rich-text editing
Tweak the engagement-letter content with a rich-text editor after generation. Versioned: each regeneration creates a new version tied to the parent proposal.
Client acceptance via secure link
Issue a one-time link (30-day default validity) to the client. They open it without an account, review the letter, and click accept. Their name, IP, user-agent and timestamp are recorded for the audit trail.
Acceptance audit trail
Every token issuance and every acceptance event logged with full metadata. Letters are read-only once accepted.
Roadmap: DocuSign / Adobe Sign
OAuth connection scaffolding is in place; cryptographic e-signature via DocuSign / Adobe Sign envelopes is coming. Today, the platform ships secure token-based client acceptance with audit trail.
Client books that match how CA firms really work.
Each client has a complete profile — contacts, addresses, statutory IDs, encrypted credentials, and an onboarding checklist. Group related entities (parent + subsidiary, or family of HUFs) under a single client group.
Client groups
Bundle related entities — promoter + companies + HUF + family trusts — into one group with shared partner and billing.
Contacts & addresses
Multiple contacts per client (CFO, accountant, owner) with role tags. Registered + correspondence + mailing addresses.
DSC certificate tracking
Record DSC type, holder, expiry, and renewal reminders. Encrypted DSC passwords — never stored in plain text.
Encrypted credential vault
Income Tax portal, GST portal, MCA portal logins — encrypted at rest, viewable only by authorised staff.
Onboarding checklists
Configurable per-service onboarding lists. Track which docs you've collected and what's still pending.
Entity-type aware
Individual, partnership, LLP, private limited, public limited, trust, HUF — workflows adapt to the entity.
Engagements, planned and tracked end to end.
Tasks for the daily work; projects for multi-step engagements. Sub-steps, dependencies and status history mean nothing falls through the cracks.
Tasks
Per-client tasks with assignee, due date, priority, status, and a full activity timeline.
Sub-steps / checklists
Break a task into ordered sub-steps. Track completion of each step independently.
Dependencies
Block a task until upstream tasks complete. Useful for audit / return prep workflows.
Kanban projects
Drag-and-drop project boards with multiple tasks, progress percentage and budget tracking.
Status history
Every status change recorded with user and timestamp. Audit-ready trail for partner review.
Shareable project links
Generate read-only public links for client visibility — no client login required.
Bill more. Chase less. Lock what's done.
Weekly time-entry grid your staff will actually use, paired with GST-compliant invoicing, recurring invoices, and outstanding reports.
Weekly timesheet grid
One row per task, one column per day. Auto-saves per cell — no submit button to forget.
Locked completed tasks
Once a task is marked done, its timesheet rows lock automatically to prevent retroactive edits.
Invoices + credit / debit notes
GST-compliant invoices, credit notes, debit notes. Generated from time entries or as fixed-fee bills.
Recurring invoices
Set up retainer or annual billing schedules. System creates and sends the invoice on cadence.
Payment tracking
Mark invoices as paid (full or part), with payment date, mode and reference. Outstanding-by-client view.
Outstanding reports
Ageing buckets, by-client and by-partner outstanding views. Export to Excel for partner review.
Every Indian deadline, surfaced before it bites.
20+ pre-loaded compliance deadlines covering GST, ITR, TDS, ROC and audit. Bulk-create tasks per deadline filtered by entity type, and see everything in a unified calendar.
20+ pre-loaded deadlines
GSTR-1, 3B, 9, 9C; ITR for every entity type; TDS quarterly returns; ROC AOC-4 / MGT-7 / DPT-3; tax audit / GST audit.
Entity-type filtering
Generate deadline tasks only for the entity types they apply to (e.g. ITR-3 only for proprietors).
Bulk task creation
One click creates the relevant compliance task for every applicable client. No copy-paste, no missed clients.
Calendar view
Firm-wide deadline view across the year, with overdue highlighted in red and this-week in amber.
Per-client deadline tracker
On a client's profile, see every upcoming and overdue compliance task at a glance.
Roadmap: US / global calendars
1040, 1120, 941, W-2 / 1099 deadlines coming for US CPAs. Talk to sales if this is a launch blocker.
The bits that hold a firm together.
Searchable DMS tagged by client and task, an email log for every send/receive, and a team module with the roles CA firms actually use.
Tagged DMS
Upload, categorise and search documents. Every doc tagged by client and optionally by task or engagement.
Email log
Send and receive emails from connected accounts. Every email logged against the client and task for audit.
Email accounts
Connect a firm inbox to send from your domain. Per-partner accounts on Growth+.
Team & roles
Partner / manager / senior / junior / intern roles with sensible defaults. Activate, deactivate or reassign instantly.
Services catalog + SOPs
Define the services your firm offers. Each service has an SOP template that pre-fills task lists for new engagements.
Compensation & role labels
Track per-staff CTC, billable rates and custom role labels alongside the standard role taxonomy.
See it in action.
Book a 30-minute demo tailored to your firm size and practice mix.