Enquiries lost in season
A request for GST registration or a new audit arrives in the busiest month and is not answered for days.
CRM for ca firms
CRM for CA firms and tax consultants
New work reaches a CA firm as calls, referrals and website enquiries, and in filing season they are easy to lose. WTS CRM gives every enquiry an owner and a follow-up date, sends the fee quotation, and keeps each engagement’s tasks and fee payments on the client record.
Sound familiar?
Fees quoted informally
The fee is agreed on a call, and later nobody is sure what was included.
Who is handling what
Engagements are split between partners and staff, and the status lives in each person’s head.
Fees collected late
Outstanding fees are chased only when someone has time to go through the ledger.
How WTS CRM works for ca firms
Capture and assign the enquiry
Website, referral and phone enquiries in one list, each with an owner from the first day.
Quote the fee
A GST quotation with each service as a line, shared as a link and converted to an invoice when accepted.
Track the engagement
A project per engagement with tasks and due dates, assigned to the person doing the work.
Collect the fee
Record part payments against the invoice, and send a reminder when one is overdue.
What ca firms use most
One list for new work
Every enquiry has a source, an owner and a next step, and the 9:00 email lists what is due.
Service-wise fee quotations
GST registration, returns, audit or incorporation as quotation lines with SAC codes and GST.
Tasks with owners
Each engagement’s steps assigned to a partner or staff member, with due dates on the calendar.
Overdue fees in view
Invoices show Part paid, Overdue or Paid, and automatic reminder emails can go out for overdue ones.
Everything included
Most ca firms start on the Team plan at ₹2,499 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for ca firms
CRM for service businesses
CRM for service businesses in India
CRM with quotations
Create GST quotations right from your CRM
CRM with invoicing
CRM with GST invoicing for Indian service businesses
CRM with project management
CRM with projects and tasks built in
Guide
GST Invoice Format for Service Providers: What a Valid Invoice Must Show
WTS CRM for other teams
Questions from ca firms
Is it practice management software?
No. It covers getting and keeping clients: enquiries, follow-ups, fee quotations, engagement tasks, invoices and payments. There is no statutory due-date calendar, document vault or return filing.
Can I bill a monthly retainer automatically?
No. There are no recurring invoices. Raise each month’s invoice yourself; the client’s details and earlier invoices are on their record.
Can partners see everyone’s work while staff see only their own?
Yes. Owners and admins see the whole workspace, and members see the leads and tasks assigned to them.
Which plan does a small firm need?
Team (₹2499 a month) includes 5 seats; extra seats are ₹399 each. A sole practitioner can use Solo (₹999). Quotations, projects and invoices come with Solo and above; Starter covers leads and follow-ups only.