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CA Firm
with Confidence

The definitive platform for modern CA firms — automate documents, track statutory deadlines, and manage clients with bank-grade security.

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Trusted by 500+ CA Firms for Practice Management across India

Vertoca |CA Firm CRM Cloud Dashboard - Modern CA Practice Management
Client Portal
12 Active Projects
500+
Active Firms
1.2M+
Docs Secured
99.9%
Uptime SLA
24/7
Expert Support
Core Architecture

Built for Your Growth Engine

Modular, scalable, and built specifically for the high-stakes Indian CA practice environment.

Smart DMS Vault

Bank-grade encrypted document collection, versioning, and intelligent tagging. Auto-organized by client, FY, and service type.

Unified Client Portal

White-label client portal under your domain. Clients upload, view, and track their documents and service status in real time.

Auto-Compliance Engine

Automated deadline tracking for GST, Income Tax, MCA, and more. Never miss a statutory filing date again.

Service Lifecycle

Assign services to clients, track progress, upload deliverables, and get client approval — all in one workflow.

Credential Vault

Securely store and share client credentials — GST logins, Income Tax passwords, MCA details — with AES-256 encryption.

Reports & Analytics

Comprehensive practice analytics — client activity, document status, service completion rates, and employee productivity.

Simple Onboarding

Up & Running in 3 Steps

01

Choose Your Plan

Select the plan that fits your firm size. Monthly or yearly — cancel anytime.

02

Set Up Your Portal

Configure your firm details, subdomain, and invite your first clients in under 10 minutes.

03

Start Filing

Begin collecting documents, assigning services, and tracking compliance deadlines immediately.

Transparent Pricing

Simple Plans, Unlimited Scale

Choose the architecture that fits your firm's current volume and scale as you grow.

Basic

Perfect for solo CAs or small firms getting started.

999 /mo

  • 50 Clients
  • 3 Staff Accounts
  • 5 GB Storage
  • Document Management
  • Client Portal
  • Email Notifications
  • Basic Reports
Enterprise

Unlimited power for large CA firms and multi-branch operations.

4,999 /mo

  • 9999 Clients
  • 100 Staff Accounts
  • 100 GB Storage
  • Front Office (Visitor & Courier Management)
  • HRMS (HR Management Suite)
  • Document Management
  • CA Certificate Engine
  • Client Portal
  • + 15 more features
START TODAY

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