CA Connect — Your Trusted Accounting Partner

SaaS workspace for CAs, firms, teams, and clients: request documents, assign tasks, and stay compliant on time.

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Private Storage

Files saved to private disk with optional encryption.

RBAC

Admin, Firm, Team, Client — scoped permissions.

Firm Codes

Invite clients without passwords; switch firms via code.

Due Today

Deadlines surfaced across dashboards to prevent slippage.

Our Services

Firm-scoped, role-based tools to run tax and compliance workflows.

Document Requests

Request, collect, and approve client documents securely.

Task Management

Assign, prioritize, and track deadlines with due-today visibility.

Client Profiles

Up to 50 custom fields with autosuggest (incl. ITR credentials).

Role-Based Access

Admin, Firm, Team, Client — each with scoped permissions.

Firm Codes (SaaS)

Invite clients without handling passwords; clients can switch firms.

Audit & Security

Private storage, optional encryption, and audit logging.

About CA Connect

CA Connect is a SaaS platform built for Chartered Accountants and their clients. With firm-scoped data, role-based access, and secure private storage, we streamline document collection, reviews, and task execution.

Firm codes for passwordless client onboarding
Due-today surfacing across dashboards
Audit-friendly downloads and activity logs

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What Our Clients Say

They handle our taxes flawlessly every year.

Rohit Verma

Director, RV Traders

Insightful advice that improved our cash flow.

Anita Sharma

Founder, Studio A

Professional, prompt, and dependable team.

Karan Mehta

COO, Nimbus Logistics