CA Diary — Client Manager Pro

Manage clients, GST, ITR, TDS, payments & reminders in one app

🚀 The Smart Practice Management App for Chartered Accountants

CA Diary is an all-in-one mobile solution designed exclusively for Chartered Accountants, Tax Consultants, and CA Firms to manage clients, compliance, services, and payments efficiently.

Say goodbye to missed deadlines, scattered data, and manual tracking — streamline your entire CA practice from your mobile.

👨‍💼 Manage All Your Clients in One Place
Create and manage unlimited client profiles
Store PAN, GST, contact details, and business info
Categorize clients (Individual, Company, LLP, etc.)
Quick search and filter options

📊 Service & Billing Management
Create services like GST Filing, ITR, TDS, Audit, Accounting
Assign services to clients with custom pricing
Define frequency (Monthly, Quarterly, Yearly)
Track service-wise income

⏰ Never Miss Compliance Deadlines
Stay ahead with a powerful reminder system:
GST Filing reminders
ITR Filing alerts
TDS return deadlines
Advance Tax reminders
Custom compliance alerts
📌 Get notified for upcoming & overdue tasks

✅ Task Checklist for Every Service
Ensure smooth workflow with built-in checklists:
GST filing checklist
ITR document checklist
Service-wise task tracking
Mark tasks as completed

📂 Document Management Made Easy
Define required documents per service
Track pending documents from clients
Upload and manage files securely
Keep everything organized client-wise

💬 WhatsApp Ready Messages
Save time with pre-written templates:
GST data reminders
ITR document requests
Payment follow-ups
📲 Send messages directly via WhatsApp with auto-filled client details

💰 Payment & Outstanding Tracking
Record payments easily
Track pending & completed payments
Client-wise payment history
Monitor outstanding dues

📊 Smart Dashboard & Reports
Total clients overview
Pending compliance summary
Payment insights
Business performance tracking

☁️ Secure Cloud Backup
Backup your data safely
Restore anytime
Protect your client information

🔐 Built for Security & Simplicity
Secure login
Data protection
Easy-to-use interface
Designed for busy professionals

🎯 Who Should Use This App?
Chartered Accountants (CAs)
Tax Consultants
CA Firms & Offices
Accounting Professionals

💡 Why Choose CA Diary?
✔ All-in-one CA practice solution
✔ Reduce manual work & errors
✔ Never miss deadlines
✔ Improve client communication
✔ Increase productivity