Cloud-based platform for CA/CS firms

Accounting to Compliance—Connected in One System

CAINSTA brings client accounting, office workflow, documents, and compliance preparation together, so your firm can deliver faster with better control and fewer errors.

No repetitive data entry Deadline & task visibility Faster GST/ITR/TDS readiness

What you control from one dashboard

Clients & Work StatusSee pending, in-progress and completed work instantly.
Tasks, SLA & DeadlinesAssign work, track productivity, avoid missed dates.
Compliance PreparationUse structured accounting data to prepare filings.
DocumentsStore and share client documents securely.

Why CA Firms Subscribe

CAINSTA helps you reduce month-end pressure by keeping client accounting structured and compliance-ready— so your team stops chasing data and starts finishing work on time.

Automatic Data Availability

Client accounting data becomes available to the CA team for compliance preparation without re-entry.

Higher Accuracy

Structured workflows reduce mismatches and improve filing accuracy across GST/ITR/TDS work.

Time Saving & Scale

Save repetitive work and handle more clients with the same team through automation and tracking.

Modules You Actually Need

Everything essential for CA/CS firms and their clients—kept connected and easy to manage.

Office Management

Employees, attendance, tasks, SLA monitoring, and work tracking in one place.

Client Accounting

Sales billing, purchases, expenses, stock, GST invoices and reports—synced to CA dashboard.

Compliance Workflow

Prepare GST returns, ITR, TDS and e-way bills using system-ready data—less manual rework.

Document Management

Secure storage and sharing of PAN, Aadhaar, GST certificates, agreements and financial documents.

Project Report Generator

Create bank-ready project reports from client data and export as PDF for loan submission.

Subscription & Billing

Manage plans, invoices, renewals and payments to keep subscriptions organized.

How It Works

A practical workflow from onboarding to filing and reporting—built for real CA office operations.

1

CA Registration

Create firm profile and activate your subscription.

2

Client Onboarding

Create client login and collect documents in one place.

3

Daily Accounting

Invoices, purchases, expenses, stock and optional OCR bill capture.

4

Automatic Sync

Data becomes instantly available to CA dashboard with summaries.

5

Compliance Filing

Prepare GST, ITR, TDS and e-way bills without re-entry.

6

Reports & Export

Generate project reports and export PDFs for clients and banks.

Secure by Design

Professional controls to protect client data and keep accountability.

Role-based Access Control visibility by roles for CA, staff and clients.
Encrypted Storage Secure handling of important financial documents.
Automated Backups Backups to reduce risk of data loss.
Audit Logs Activity tracking for accountability and review.

Ready to streamline your compliance workflow?

Request a demo or start your subscription—our team will contact you quickly.