Organize corporate entities, family promoter groups, DSC validity dates, and authorized signatory contacts in one connected database.
Stop managing client contacts in phonebooks and disjointed Excel sheets. ERPCA provides a comprehensive client master linking engagements, filings, documents, and billings.
Map corporate parent companies, LLPs, proprietorships, and director family trees into unified accounts for consolidated oversight.
Import hundreds of client records instantly. Auto-validates PAN structure, GSTIN formats, and flags duplicate tax IDs before saving.
Centralize incorporation certificates, MOA/AOA, partnership deeds, and PAN cards so staff never need to ask clients repeatedly.
Automate 30, 15, and 7-day renewal alerts, log team custodians for physical tokens, and auto-generate client consent forms.
Restrict sensitive VIP or corporate audit accounts to specific partners and managers, isolating them from junior articles.
A structured client repository that turns scattered details into organized firm intelligence.
Upload client details via Excel, sync from Tally, or enter PAN/CIN for auto-fetch via government APIs.
Link sister entities, holding companies, and family director relationships under a single umbrella.
Assign specific contacts for billing, GST filing, and tax audit approvals with customized notification rights.
System automatically tracks DSC validity, compliance calendar deadlines, and engagement history.
Everything you need to manage complex corporate and individual client relationships.
Automated 30, 15, and 7-day alerts before client Digital Signature Certificates expire.
Generate single consolidated billing statements for business promoter groups with multiple companies.
Maintain a permanent, timestamped history of all engagements, advisory opinions, and partner sign-offs.
Secure, encrypted storage for client government portal credentials with restricted staff access.
Keep board resolutions, power of attorney documents, and authorized signatory mandates organized.
Segment clients by turnover, industry, risk profile, and partner in charge for targeted communications.
Most accounting practices lose hours tracking down client PANs, expired DSCs, and signatory details scattered across emails. ERPCA organizes client accounts into four synchronized operational layers.
PAN, TAN, CIN, multi-state GSTINs, MSME numbers, and registered addresses unified under one permanent account.
Visual group hierarchies mapping parent holdings, operating LLPs, director DINs, and authorized signatories.
Certificates of incorporation, MOA/AOA, partnership deeds, and PAN cards accessible in one click during any task.
Digital signature token registers with custodian audit trails, renewal timers, and auto-generated customer consent forms.
Everything you need to know about migrating and organizing your firm client master in ERPCA.
Have more questions? Talk to our practice team →ERPCA provides a bulk Excel upload utility with built-in validation. You can upload hundreds of clients in seconds with automatic column mapping for PAN, GSTIN, CIN, address, and primary contacts. The system flags duplicate PANs and verifies GSTIN formats during import.
Yes. ERPCA supports multi-level group hierarchies. You can link parent holding corporations, private limited subsidiaries, partnership LLPs, and individual promoter files into a single family group. You can view tasks and generate consolidated group invoices while maintaining independent statutory ledgers.
Every DSC registered in ERPCA is assigned an expiry date and a designated internal custodian (such as an audit senior or partner). The system sends automated alerts at 30, 15, and 7 days before expiry to both the client and team, and auto-generates customer consent authorization forms.
Yes. ERPCA provides granular access permissions. High-profile, celebrity, or sensitive audit clients can be marked as confidential, hiding their files, documents, and billing history from general articles and restricting access strictly to designated partners.
Yes. Through the ERPCA white-labeled customer portal and mobile app, authorized client signatories can view filed returns, download ITR-V acknowledgments, review draft computations, and upload required documents 24/7 without calling your office staff.