Stop managing clients across WhatsApp, email, and scattered spreadsheets. CAGos gives every client a unified master profile — with compliance status, billing history, documents, and interactions in one place.
2,500+
CA firms onboarded
342
Avg clients per firm
4 hrs
Saved per week per CA
40%
Fewer client calls
Purpose-built for Indian CA firms — not generic CRM software that you have to twist and bend.
One card per client — PAN, TAN, GST numbers, entity type, billing tier, assigned CA, and compliance status. Everything your team needs in under 3 seconds.
A chronological log of every call note, email, WhatsApp message, and meeting linked to each client — searchable and filterable by date or team member.
Attach ITR acknowledgements, GST returns, engagement letters, and KYC documents directly to the client profile. No more searching shared drives.
Give clients a branded login to track their tasks, view and pay invoices, upload documents, and raise queries — reducing calls to your team by 40%.
Send compliance reminders, greetings, or firm announcements to your entire client base in one click — segmented by entity type, billing tier, or assigned CA.
See which clients are overdue on filings, have unpaid invoices, or have not been contacted in 30+ days. Act before they become a problem.
Upload a CSV or sync from Tally — CAGos maps PAN, GST, and entity details automatically. Done in under 5 minutes for 500 clients.
Tag each client with their primary CA, billing plan, and compliance types. The system auto-creates recurring tasks and compliance schedules.
Log interactions, share the client portal, monitor health scores — and get alerts when a client needs attention before they churn.
Can I migrate from my existing spreadsheet or software?
How is the client portal branded?
Can different CAs in my firm see only their own clients?
Is there a limit on how many clients I can add?
How does interaction logging work?
Join 2,500+ chartered accountants who use CAGos to automate compliance, boost revenue, and deliver a premium client experience.
Onboarding Complete
Your workspace is ready in 10 minutes.
🎉 First compliance alert sent to 47 clients automatically